# Ops dashboards and reporting

> Ops dashboards and reporting pull data from your CRM, finance, operations and marketing systems into clear, automatically refreshed dashboards. DevRaxo defines the key metrics with you, builds reliable data pipelines, and delivers views for managers and the team, replacing hand-built spreadsheets and the arguments over which version is right.

- Area: [CRM & integrations](https://devraxo.com/services/crm/)
- Price: from £1,500. Dashboard tool licences, if any, are paid to the vendor.
- Timeline: 3–5 weeks
- Page: https://devraxo.com/services/crm/ops-dashboards-and-reporting/

## This is for you if
- Someone spends a morning every week assembling the report by hand.
- Different people quote different numbers for the same thing.
- You make decisions on data that is already out of date.

## The problem
- **Reports are built by hand.** Copying figures between systems takes hours, introduces errors and is out of date by the time it is read.
- **Nobody agrees on the definition.** Is a “lead” an enquiry or a qualified enquiry? Without agreed definitions, every number is disputed.
- **The data is in five places.** Sales in the CRM, cost in accounting, delivery in a project tool — no single view.

## How it works
1. **Agree the five numbers that matter.** We start with the decisions you make and work back to the metrics, with written definitions.
2. **Connect and clean the sources.** Reliable pipelines from each system into one place, with checks that catch bad data.
3. **Build views for each audience.** A one-glance view for leadership and drill-downs for the people who act on it.
4. **Automate delivery.** Dashboards refresh on a schedule, and the weekly summary arrives in your inbox without anyone building it.

## What you get
- Agreed metric definitions
- Data pipelines from your systems
- Dashboards by audience
- Scheduled summary emails
- Data quality checks
- Documentation of every figure

## Questions
### Which dashboard tools do you use?
Looker Studio, Metabase and Power BI are common choices, and sometimes a custom dashboard is simplest. We pick based on cost, who maintains it and your data sources.

### Can it combine data from different systems?
Yes, that is the main point. We join CRM, finance, operations and web analytics into consistent figures.

### How fresh is the data?
From near-real-time to daily, depending on the source and the decision. We recommend the cheapest refresh rate that still serves the decision.

### What if my data is messy?
It almost always is. Cleaning is part of the work, and the quality checks keep it from getting messy again unnoticed.