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Dashboards and reporting

See your numbers. Ditch the spreadsheet.

Your sales, leads and jobs pulled into one dashboard that updates itself, so you can see how the business is doing at a glance.

The problem

Sound familiar?

Your numbers live in five places.

The bank, the CRM, the accounts and a spreadsheet nobody trusts.

Reports eat a morning.

Someone spends hours every week copying figures across.

You don't know what's working.

Which marketing pays for itself, and which jobs make money, is a guess.

The difference

Fewer numbers. Better decisions.

  1. 01

    Built around your business

    There's no standard package. We start with the decisions you make each week, then build around the handful of numbers behind them. If a number wouldn't change a decision, it stays off the screen.

  2. 02

    Every number from its source

    Each figure comes straight from the tool that holds it, so nothing is copied by hand and nobody argues over which spreadsheet is right.

  3. 03

    Marketing traced to the job

    Clicks and likes don't pay the bills. We follow each inquiry from where it came from to the work it became, so you can see which marketing pays for itself.

What you get

From scattered figures to one clear screen

Your dashboard

  • Designed around how your business runs, not a template
  • The numbers that matter to you, on one screen
  • Trends over time, so you can see what's improving
  • Anything that needs your attention, at the top

Data that updates itself

  • Pulled in automatically from the tools you already use
  • No copying between spreadsheets
  • Each figure checked against its source before handover
  • Your existing tools connected rather than replaced

Marketing you can measure

  • Every inquiry tagged with where it came from
  • What you spend next to what it brings in
  • Which marketing pays for itself, and which doesn't

Yours to keep

  • Targets you set, and an alert when something drifts
  • You choose who on your team sees what
  • Ongoing support if you want it, for a fee agreed up front
  • The dashboard, the data and every login in your name

fixed price · quoted after the audit · Most dashboards are live within a few weeks.

Recent projects

Dashboards we've built

You'll stop · You'll start

What changes when it's live

  • StopCopying figures into a spreadsheet every week

    StartOpening one screen that's already up to date

    The numbers pull themselves in from the tools you already use.

  • StopGuessing which marketing works

    StartSeeing which marketing brings in paying work

    Each inquiry is traced from where it came from to what it was worth.

  • StopFinding out about a slow month after it's over

    StartSpotting the early signs while you can act

    The early signs sit next to the results, so a dip shows up while there's still time.

  • StopArguing over whose numbers are right

    StartWorking from one set of figures

    Everyone sees the same numbers, from the same source, with what each one means.

How it works

Four steps. No surprises.

Free · no commitment

  1. Audit

    We look at your website, your systems and your numbers. Back in 48 hours.

  2. Plan

    A written plan and a fixed price. Yours to keep.

Fixed price · only if you say yes

  1. Build

    We set it up and test it with your real work. Weeks, not months.

  2. Hand over

    You own every login. We show your team how it runs.

You decide after step 2. Only pay if you like the plan.

Why us

Clear numbers, in tools you own

  • Fixed price, agreed up front
  • Built around your business, not a template
  • The dashboard, the data and every login in your name
  • Plain English, with every number explained
  • Figures checked against the source before handover
  • A walkthrough for your team, and support after launch if you want it
Questions

Dashboards and reporting: your questions

Which tools can you pull data from?

Most common ones: accounting, CRM, booking, ads and analytics. If it has an export or an API, we can usually connect it.

Do I need to be good with numbers?

No. We keep it to a few clear figures and show you what each one means.

Is my data safe?

It stays in tools you own and control. We only have access while we build or support it, and you can remove it at any time.

Can my team see it too?

Yes. You choose who sees what.

What if my data is messy?

Most is. We tidy what's there first, such as where each inquiry came from, so the dashboard isn't built on guesses. The audit tells you how much needs fixing.

Can you show which marketing is paying for itself?

Yes, as long as each inquiry records where it came from. We set that up, then put what you spend next to the work it brings in. If something can't be tracked properly, we'll say so.

Are there running costs after setup?

Usually, yes. The tools have their own subscriptions, in your name, paid directly to the provider, and anything we build specially for you has a monthly fee to keep it running. The plan lists both before you agree to anything. If you'd like us to keep adjusting it as your business changes, we offer ongoing support for a fee agreed up front.

Not sure it's the right fix?

Take the two-minute Gap Score and see where your business is leaking time and leads first.