See yesterday's sales by 9 a.m., not at month-end.
We build management dashboards and automated reports that pull data from your systems every day, so decisions are made on current numbers.
shared data Grow Performance Marketing Start here if you need more leads or sales and your ads aren't paying back. You are here Measure Data & Business Intelligence Start here if you only see your numbers at month-end, if then. You are here
Problems we solve
Sound familiar?
"We only know our numbers when the accounts team sends them, weeks after month-end."
"Every report is a spreadsheet someone builds by hand."
"Sales, marketing and finance each have a different number for the same thing."
Sample dashboard
One screen, every morning
An example of a management view we build: sales against target, pipeline and lead sources, refreshed automatically. Figures are illustrative.
- Yesterday's sales
- $18.4k+6% vs. same day last week
- Month to date
- $212k71% of monthly target
- Open pipeline
- $384k126 open deals
- Avg. lead response
- 9 minTarget: under 15 min
| Region | Orders | Month to date |
|---|---|---|
| North | 184 | |
| West | 151 | |
| South | 139 | |
| East | 76 |
What we provide
Four ways we turn data into decisions
Management and KPI dashboards
- Sales, marketing and operations KPIs on one screen
- Built in Power BI or Looker Studio
- Drill-down by team, region, product or rep
- Readable on a phone as well as a desktop
Automated MIS and reporting
- Daily and weekly reports sent automatically
- MIS packs without manual spreadsheet work
- Alerts when a key number moves out of range
- Scheduled exports for finance
Data integration across systems
- CRM, accounting, ad platforms and sheets connected
- One agreed definition for every metric
- Data refreshed on a schedule, with no exporting
- Cleaning and de-duplication of messy records
Forecasting and performance analysis
- Sales and revenue forecasts
- Target-versus-actual tracking
- Rep, product and channel performance
- Cost per lead through to closed revenue
How it works
Agree the numbers, then automate them
Discovery call
Which decisions are waiting on numbers today?
KPI workshop
We agree what to track and exactly how each number is defined.
Connect the data
We link your systems and clean the data that feeds each metric.
Build and review
You review the dashboard with real data before rollout.
Rollout and reporting
Your team is trained, with optional monthly reporting.
Who it's for
Management teams who want to steer, not wait
- Owners and management teams who need a daily view of the business
- Finance and MIS teams spending days on month-end reports
- Sales heads tracking reps, regions and targets
- Marketing heads asked to prove which spend brings revenue
Signs this service fits
- Month-end reporting takes days.
- Two reports show different numbers for the same thing.
- You can't see which channel brings revenue, only leads.
- Decisions wait until someone pulls the numbers together.
Case study
A sales team managed by the numbers
Marshal
Inverter trolley manufacturer selling to distributors, wholesalers and retailers
Marshal sells by telecalling and has no website. We built a custom CRM for the sales team, then management and KPI dashboards, automated MIS, forecasting and performance analysis, all tied to sales revenue targets.
Built
KPI dashboards, automated MIS, forecasting
Measured on
Outcomes
What changes for your business
Reporting time saved
Hours of manual spreadsheet work replaced by automatic refreshes.
Daily, not monthly
Yesterday's numbers are ready before the morning meeting.
One version of the truth
Every team reads the same number, defined the same way.
Earlier decisions
Spot a slipping region or channel in days, not after the month closes.
Connected with
Measure shows what to improve next
FAQs
Questions about dashboards and reporting
Which tools do you build dashboards in?
Mainly Microsoft Power BI and Google Looker Studio. We recommend one based on the systems and licences you already have.
Our data is messy. Can you still help?
Yes. Cleaning data and agreeing on definitions is part of every project. It's usually the step that makes the biggest difference.
Do we need a data warehouse?
Not always. Many businesses start by connecting their existing systems directly. We recommend a warehouse only when the volume or number of sources needs one.
How do you price a dashboard project?
As a fixed-scope project, agreed after the KPI workshop. Ongoing monthly reporting is optional and priced separately.
Who can see our data?
Only people you approve. Dashboards and data sources sit in accounts your business owns, and access is set per person.
How long does a dashboard take?
It depends on how many systems are involved and how clean the data is. You get a fixed timeline after the KPI workshop, before the build starts.
Want this view of your own business?
Book a call. Tell us which decisions are waiting on numbers, and we'll show you what your dashboard could include.