Reporting & Dashboards
For owners and operations leads who copy numbers between tools by hand: custom dashboards, automated reports and the data pipelines behind them, pulling the numbers from the systems you already use into one place.
Book a Free 30-Minute CallThree Pieces That Work Together
Pipelines collect and clean the data, dashboards show it live, and reports deliver it on a schedule. Pick a card to jump to the details.
Automated Reporting
We start with an inventory of every report your team already produces: spreadsheet exports, email summaries and one-off queries. Overlapping reports are merged, unused ones retired, and the rest built from templates so the layout and the logic live in one place.
- Delivered by email, Slack or a shared drive on the schedule each person actually uses, daily, weekly or monthly
- PDF, Excel, CSV or an interactive web view
- Scheduled summaries for leadership, and a self-serve query tool for analysts who want to slice the data
- Sample totals checked against the source records before the first report goes out
Reports We Automate
Financial Reports
Profit and loss, cash flow, and budget against actual.
Sales Reports
Pipeline, conversion rates, forecasts and team performance.
Marketing Reports
Campaign performance, lead source and channel return.
Operations Reports
Process time, resource use, quality and service levels.
Business Intelligence Dashboards
A dashboard is only useful if it answers a decision. We work with leadership to agree three to seven metrics, confirm the data underneath supports them, then match each chart to its job: trend lines for direction, bars for comparison, tables for detail.
- Drill-down, filters and interactive charts for a closer look at any number
- Threshold alerts by email or Slack when a KPI drops or a target is missed
- Role-based access, so each person sees the accounts and teams they are responsible for
- Dashboards embedded inside your own app or portal when your customers need them
- Training and a review cadence agreed in the scope
Dashboards like these are especially useful for financial services firms that need clear visibility into complex data.
Dashboards We Build
Executive Dashboards
The few numbers leadership checks every week, with trends.
Sales Dashboards
Pipeline, conversions, revenue and team performance.
Marketing Dashboards
Campaign results, cost per lead and acquisition cost.
Operations Dashboards
Bottlenecks, capacity and cost centers.
Data Pipelines and Warehousing
Reports and dashboards are only as good as the data under them. We map every source, its owner and how often it changes, then build pipelines that extract, clean and load it into one warehouse on a schedule, with checks that flag a broken feed before someone notices it in a meeting.
- Warehouse chosen by your query patterns, data volume and existing tools: BigQuery, Snowflake, Redshift or PostgreSQL, with the running cost estimated first
- Extraction with Fivetran, Airbyte or custom Python, and cleanup steps written in dbt (a tool that keeps each transformation tested and versioned)
- Data quality tests, alerts when a feed stops updating, and notes on where each number comes from
- Runs on AWS, Google Cloud or Azure, whichever you already use
- Scheduled batch by default; streaming only when a decision needs it
Data Sources We Connect
Databases
PostgreSQL, MySQL, SQL Server, MongoDB and Oracle.
Business Apps
Salesforce, HubSpot, Shopify, QuickBooks and other SaaS tools.
Files and APIs
CSV, JSON and XML files, REST and GraphQL APIs, and webhooks.
Event Streams
Application logs, device data and other event feeds.
What an Engagement Includes
Every engagement starts with a free consultation. After it, you receive a detailed proposal with exact costs, timeline and milestones.
- 01
Data Audit
What data you have, where it lives, who owns it and how often it changes.
- 02
KPI Definitions
The metrics that drive decisions, each with a written definition and source.
- 03
Pipelines
Automated flows from every source into one clean, tested dataset.
- 04
Reports and Dashboards
Views and scheduled reports for each audience, checked against the source records.
- 05
Training and Handoff
A walkthrough so your team can use and change it, plus definitions and a runbook.
See Your Numbers in One Place
We pull the numbers you check by hand into one dashboard that updates itself. Book a Free Consultation to map your metrics.
Schedule a ConsultationExample deliverable
What the First Deliverable Looks Like
A report whose counts can be traced back to named sources and agreed definitions.
- Metric definitions
- Source reconciliation table
- Dashboard and data-quality checks
Related work (Built for our own agency): SEO reporting platform