Reporting and dashboards

Reports that build themselves, numbers you can trust

We pull data from your ad platforms, CRM, shop and finance tools into one place, then deliver dashboards and scheduled reports that are always current.

How it works

What we build

What reporting and dashboards covers

Data connectors, a central warehouse, live dashboards and reports that send themselves.

Data connectors

Direct connections to ad platforms, analytics, CRM, shop, accounting and internal databases.

Central data warehouse

One clean source of truth instead of exports scattered across spreadsheets.

Scheduled pipelines

Data loaded, cleaned and transformed automatically on a schedule.

Live dashboards

Dashboards for management, sales, marketing and finance that refresh on their own.

Client and team reports

Weekly and monthly reports generated and delivered automatically.

Data quality alerts

Checks at every step catch missing or broken data before anyone acts on it.

Typical workflows

Before and after

Common situations we automate, and what changes once the system is running.

  1. 01

    Client reporting for agencies

    Analysts export from ten platforms and paste into slides every week.

    With automationReports for every client build and send themselves.

  2. 02

    Management dashboard

    Leadership waits for someone to compile last month's numbers.

    With automationA live dashboard shows sales, costs and pipeline at any moment.

  3. 03

    Finance reconciliation

    Bank, shop and invoice data are compared by hand at month end.

    With automationData is matched automatically, with only the exceptions left for review.

  4. 04

    Operations monitoring

    Problems are noticed when a customer complains.

    With automationThresholds and alerts flag issues the moment the data changes.

Tools and technology

Built on the tools you already use

We work with Looker Studio, Power BI, Metabase, Superset, BigQuery, PostgreSQL, ClickHouse and Airflow. Where a standard tool can do the job, we use it. Where it cannot, we write a small, well tested custom service, and every part is documented and monitored.

Related services: workflow automation, CRM and sales automation, AI automation, custom software and website design.

Questions

Good to know.

Which dashboard tools do you use?

Whatever your team already likes: Looker Studio, Power BI, Metabase, Superset or a custom dashboard. The data foundation underneath matters more than the chart tool.

Which data sources can you connect?

Ad platforms such as Google, Meta and LinkedIn, analytics, CRMs, shops, accounting tools, spreadsheets and databases. If it has an API or an export, we can usually connect it.

How fresh will the data be?

From near real time to daily, depending on the source and what you need. We agree the refresh schedule up front.

Can you fix our existing reports instead of starting over?

Yes. Often we keep the reports people already use and replace the manual work behind them.

Let's build together

Have a workflow worth improving?

Whether you have a clear plan or just a starting point, we would love to hear what you are working on.