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KPI dashboards and reporting
Your numbers on one page, every morning.
What KPI dashboards and automated reports do you build?
We build one-page dashboards that pull leads, sales, revenue, cash and operations numbers from the tools you already use, and reports that email themselves every Monday. A live dashboard is also how you prove every other system is working.
What's included
Examples describe the kind of work, not a specific client.
- Owner KPI dashboardOne screen each morning instead of logging into five tools.
- Marketing attributionWhich channel, ad and page produced each sale.
- Financial dashboardP&L trend, cash flow and receivables from QuickBooks, so a cash dip shows weeks early.
- Sales and pipeline reportsConversion by stage, rep and lead source.
- Automated weekly scorecardThe leadership meeting starts from the same numbers every week.
- Data cleanup14,000 messy contacts become 9,000 clean ones.
How you buy it
As one of the three systems in a $10,000 Build & Teach engagement, or one build a month on the Growth Partner plan. Your team is trained on it either way. See pricing.
Often paired with
Tell us where you want to be.
Five-minute form. A written reply within two business days.