Reports are built by hand
Copying figures between systems takes hours, introduces errors and is out of date by the time it is read.
CRM & integrations
The weekly report that builds itself.
We connect your data sources and build dashboards showing the numbers you actually run the business on, updated automatically and trusted by everyone.
- From
- £1,500
- Timeline
- 3–5 weeks
- You own
- The code, from day one
HubSpot Zoho Pipedrive Salesforce Xero QuickBooks Stripe Google Workspace Looker Studio Metabase Power BI Webhooks
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- You make decisions on data that is already out of date.
What it costs you now
What the problem really costs.
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
How we build it, step by step.
Four stages, each with something you can see and approve before we move on.
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Agree the five numbers that matter
We start with the decisions you make and work back to the metrics, with written definitions.
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Connect and clean the sources
Reliable pipelines from each system into one place, with checks that catch bad data.
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Build views for each audience
A one-glance view for leadership and drill-downs for the people who act on it.
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Automate delivery
Dashboards refresh on a schedule, and the weekly summary arrives in your inbox without anyone building it.
What you walk away with
Everything is yours.
Source files, documentation, accounts and keys transfer to you. Ongoing support is a choice, never a dependency.
- Agreed metric definitions
- Data pipelines from your systems
- Dashboards by audience
- Scheduled summary emails
- Data quality checks
- Documentation of every figure
Straight answers
Ops dashboards and reporting: your questions, answered.
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.
Often paired with
More from this area.
-
Call analytics and QA
Transcribes every call — human or AI — scores it against your checklist and flags what you are missing.
from £990 -
Systems integration and APIs
Connects your CRM, accounting, e-commerce and internal tools so data flows without retyping.
from £1,900 -
CRM setup and customisation
HubSpot, Zoho, Pipedrive or custom — configured around your sales process, with your team trained to use it.
from £900
Start here
Want ops dashboards and reporting? See it before you pay.
Describe it in your own words. A person reads it, and for most projects you get a free mockup within one working day.