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What we build / Data & dashboards
Data & dashboards
Your numbers in one place and always up to date: finance, sales, operations and website dashboards built from the spreadsheets and systems you already use.
- Who it’s for
- Owners, finance and operations heads who have the data but spend their week putting it together.
- How long it takes
- A first dashboard in two to four weeks.
Is this you?
- Month-end reports take days to put together.
- Different people give different numbers for the same thing.
- The data exists, but nobody can see it at a glance.
- Decisions wait for someone to pull a report.
What we build
- 01
Finance dashboards
Profit and loss, balance sheet and cash in one view, built from your own workbook.
- 02
Sales and operations reports
Sales by product, region and salesperson, updated every day without anyone building them.
- 03
Website and marketing dashboards
Google Analytics, Search Console and ad results next to your sales, so you can see what really brings in customers.
- 04
Automatic data updates
Numbers collected and checked on a schedule, so reports are ready each morning.
- 05
Written recommendations
A report that answers one big question, such as whether to replace a system, with the numbers behind it.
What every project includes
- 01
Dashboards
Clear charts for the numbers you check every week, on a desk or a phone.
- 02
Reports that update themselves
Data collected, cleaned and stored on a schedule.
- 03
Checked against your books
Every figure is checked automatically against where it came from, so a dashboard can’t quietly disagree with your accounts.
- 04
Private by default
Behind a sign-in, with access for only the people you name.
Questions
Do we need a data warehouse first?
No. We usually start from the spreadsheets and exports you already have.
Can we keep using Excel?
Yes. Often your workbook stays the source and the dashboard reads it, so nobody has to change how they work.
Can you report on our website and ads?
Yes. We bring Google Analytics, Search Console and ad numbers into the same dashboard as your sales, so you can see which channels bring in paying customers.
Can the data stay private?
Yes. Dashboards sit behind a sign-in, and nothing identifying appears in anything we show publicly.
What happens when our numbers change?
Updates run on a schedule and checks test every figure, so you hear about a mismatch before your board does.
What does a dashboard cost?
It depends on how many sources the data comes from and how many views you need. After a short call we send a written quote, so you know the price before any work starts.
Do I need to be technical?
No. You tell us the questions you want answered, and we show you the dashboard with your own numbers.
For your tech teamHow it’s built, in technical terms
Sources
- Excel and Google Sheets workbooks, including multi-tab finance models
- Accounting and ERP exports (QuickBooks, Xero, Odoo, SAP) and SQL databases
- Google Analytics 4, Google Search Console, Google Ads and Meta Ads
Data pipelines
- Python ETL (pandas) on a schedule, with raw data kept for audit
- Tie-out tests that reconcile every figure to its source workbook or ledger
- PostgreSQL or BigQuery when the data outgrows spreadsheets, including the GA4 BigQuery export
Dashboards
- Custom React dashboards (Recharts, lightweight-charts, hand-built SVG) that load fast on phones
- Looker Studio or Power BI when your team already works in them
- Scheduled PDF and email summaries for people who never open a dashboard
Web and marketing analytics
- GA4 event and conversion design, so the numbers answer business questions
- Search Console reporting on queries, pages, click-through rate and indexing
- Channel attribution that joins marketing data to real sales
Access and security
- Sign-in with SSO and row-level access by role
- Cloudflare Access at the edge, and no public data files