Dashboards & reporting
- Price
- from $2,000
- Timeline
- 2–4 weeks
- Experience
- 100+ projects · 10+ years · 9+ countries
We pull data from your CRM and ads into one database and show the key numbers on a dashboard every day
- Looker Studio
Our usual stack. We bring in other tools when the task or the project calls for it.
The numbers live in the CRM, ad accounts and spreadsheets, and answering a simple question takes someone half a day of report building. We export the data automatically into one database and build a dashboard where key metrics update on their own.
We keep the change history so you can see how deals and the funnel evolved over time, and send short summaries to the team — including plain-language AI summaries.
What’s included
- Scheduled exports from the CRM, ad accounts and spreadsheets
- One database with clean data and change history
- A dashboard filtered by date, source and sales rep
- Daily summaries in Slack, Telegram or email
- Reconciliation with the CRM so the numbers can be trusted
- Access for the team and management
What you get
- One place to see all the key numbers
- Reports that build themselves
- Data history that survives a CRM incident
- Decisions based on numbers, not gut feeling
Why reporting eats so much time
The CRM shows one revenue figure, finance's spreadsheet another
We define how each metric is calculated and keep the formula in one place. The dashboard reads from a single database, not from someone's export.
Someone builds the owner's report by hand every Monday
We schedule exports from the CRM and ad accounts. By Monday the numbers are already on the dashboard and nobody spends the morning on them.
We can't tell which ad channel actually brings deals
We tie leads to sources through UTM tags and deal IDs, so you can follow the path from click to payment for every channel.
Management hears about a funnel drop at the end of the month
We build the dashboard by day and funnel stage. A conversion dip at a specific stage shows up the same day, not in the monthly wrap-up.
Data from the CRM, ads and accounting never lines up
We merge sources into one database on shared keys — phone, email, deal number — and clean duplicates and empty fields before they reach the charts.
What we work with
Numbers people trust
Questions before charts
We start from the decisions you make by the numbers and build the dashboard around them, not around every metric available.One source of truth
Sales, marketing and leadership look at the same metrics, calculated the same way for everyone.Checked against the source
We reconcile dashboard numbers with the CRM and ad accounts, and explain discrepancies instead of hiding them.Grows with you
New sources and metrics go into the same database without rebuilding reports from scratch.
Who needs a dashboard
A good fit if
- Your data sits in several systems and gets combined by hand
- The owner reviews numbers weekly and wants them without having to ask
- Your CRM holds at least a few months of deal history
- You need to compare reps, channels or locations by the same method
Not a fit if
- Every number you need is already in the CRM's built-in reports — we'll help set those up
- You close only a few deals a month — a self-updating Google Sheet will do
- Data gets entered into the CRM only now and then — start with a CRM setup and required fields
How we work
- 01
Questions to the data
1–2 daysWe define the decisions you make and the numbers you need for them.
You get A metric list with formulas and the source of every number - 02
Source audit
2–3 daysWe look at where and how data is stored and find duplicates and errors.
You get A data source map and a list of issues to fix - 03
Data pipeline
4–8 daysWe set up scheduled exports and a database with change history.
You get Your own database with scheduled exports from CRM and ad accounts - 04
Dashboard
3–5 daysWe build the dashboard and summaries and reconcile the numbers with the sources.
You get A dashboard with the key metrics, reconciled with your CRM and ad accounts - 05
Handover and growth
1–2 daysWe show your team how to read the dashboard and agree on which metrics and sources to add next.
You get Access, calculation notes and a 3-month bug warranty
Who builds your dashboard
The analyst frames the questions, the data engineer builds the pipeline and the BI developer turns it into a dashboard. All three reconcile the numbers.
Data analyst
Works with your leadership to pin down which decisions run on numbers and lists the metrics and breakdowns behind them.Data engineer
Schedules exports from the CRM, ad accounts and spreadsheets, removes duplicates and keeps a full change history.BI developer
Builds the dashboard with filters by date, source and rep, and checks every figure against the CRM.Automation engineer
Sends daily summaries to Slack, Telegram or email, including short AI-written recaps of what changed.
What to prepare for a dashboard
- Questions management currently waits days to get answered
- Access to the CRM, ad accounts and spreadsheets with the data
- Reports you currently build by hand, as a reference
- Who will use the dashboard and what each of them cares about
- Your definitions: what counts as a lead, a deal and revenue
A review of your reports
On a free 30-minute call we look at how the numbers are gathered today and where they diverge. Afterwards you get a list of sources, the dashboard layout, a timeline and an estimate.
Half a day
to build one report?
Tell us the questions you need answered. We’ll gather CRM, ad and spreadsheet data into one database and build a dashboard that updates itself.
Built-in reports only show the CRM’s own data and only its current state. We combine several sources, keep history and calculate metrics the way your business needs.
From $2,000. The total depends on the number of data sources (CRM, ad accounts, analytics, billing), how complex the metric logic is, how much history needs loading and the format: a BI tool or a custom web interface. We send an estimate after a call about which numbers you want to see.
As often as the task requires: from daily to several times an hour. Summaries arrive on a schedule — every morning, for example.
In a BI tool like Looker Studio, or in a custom web interface when you need special filters, permissions or design.
A short text on what changed over the day or week: how many leads came in, which sources grew, where sales dipped. You can read it in a minute without opening the dashboard.
The data is stored in your database, access is role-based and connections to services are secured. Backups run automatically.
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