Spot what's working and do more of it
Automated Business Reporting and KPI Dashboards
Your numbers, every Monday morning.
Sales, leads, jobs, cash and marketing numbers are pulled automatically from the tools you use into one dashboard, with a plain-English summary each week of what changed and what needs attention.
Starting from $99/mo · Final price after your free audit
No more building reports by hand
Catch cost overruns and slow payers early
Starting from $99/mo + $1,000 one-time setup. Final price after your free audit. All prices ›
Full scope
Exactly what you get.
No surprises: everything that's included, what costs extra and what isn't part of it. Your final scope and price come in writing after the free audit.
One-time setup · $1,000
- A working session to choose the handful of KPIs that run your business
- Automatic data feeds from your accounting, CRM, POS, ads and job software
- Data cleaned and matched so numbers line up across tools
- One dashboard that works on desktop and phone
- A weekly plain-English summary by email or text, plus alerts
- A check of the numbers against your own records, then a walkthrough
Every month · Starting from $99/mo
- Monitoring of data feeds, so a broken connection gets fixed quickly
- The weekly AI summary of what changed and what needs attention
- Small changes to charts, KPIs and alert thresholds
- Support by call, text or email
Extra costs, billed at cost
- Reporting software like Power BI, only if free tools won't cover you
- AI usage for the weekly summaries
- All tools opened in your business's name and billed at cost, with no markup
What I need from you
- Read-only access to the software your numbers live in
- Your current reports or spreadsheets, so we match how you count
- Time to review the first dashboard and confirm the numbers
Not included
- Fixing errors in your books or source data (quoted separately if needed)
- Ad management or ad spend
- Accounting, tax or financial advice
What you get at launch
- A live dashboard with logins in your business's name
- A plain-English guide to every KPI and where it comes from
- Every data connection documented
Example conversation
See it work
Your numbers come to you every week.
- 1
Data flows in
Sales, leads, jobs, cash and ad numbers are pulled automatically from the software you already use, then cleaned and matched.
- 2
One dashboard
Your handful of KPIs sit on one screen that works on your desktop and your phone.
- 3
A weekly summary
Every week you get a plain-English note by email or text on what changed and what needs attention, plus alerts when a number moves outside normal.
The problem
Why it matters.
Your numbers live in five different tools, and pulling them together takes hours, so it rarely happens. Decisions get made on gut feel, and problems show up weeks late.
What's included
What it does.
- Connects to accounting, CRM, POS, ads and job software
- One dashboard on desktop and phone
- Weekly AI summary by email or text
- Alerts when a number moves outside normal
- Lead-source and marketing ROI tracking
- Job and service profitability
How it works
From first call to live.
- 1
Choose the numbers
The handful of KPIs that actually run your business.
- 2
Connect the sources
Automatic data feeds, cleaned and matched.
- 3
Review weekly
Summary and alerts from week one.
Who does what
The reports build themselves. You make the calls.
- Pulling numbers from your accounting, CRM, POS, ads and job software
- Matching data so numbers line up across tools
- Updating the dashboard daily
- The weekly plain-English summary
- Alerts when a number moves outside normal
- Choosing the KPIs that matter (we do this together)
- Deciding what to do about what the numbers show
- Keeping your books and source data accurate
Example
A month of reporting, before and after.
- Numbers spread across 5 different tools
- About 4 hours a month copying them into a spreadsheet
- Reports built only when there's time, so often skipped
- Slow payers and rising costs noticed weeks late
- One dashboard, updated daily without anyone touching it
- No spreadsheet to build
- A short summary every Monday morning
- Overdue invoices and margin drops flagged the week they happen
Illustrative example for a field service business using five tools, not a client result. Your numbers depend on your business, and the free audit estimates them.
Who it's for
Best fit.
- Owners with multiple tools
- Multi-location businesses
- Field service
- E-commerce
- Agencies
- Mid-size companies
Works with your tools
Nothing to move.
I build around what you already use. Common examples:
- QuickBooks
- Xero
- Google Looker Studio
- Power BI
- Google Sheets
- Shopify
- ServiceTitan
Pairs well with
Related services.
CRM Setup and Automation
Fewer deals fall through the cracks.
Starting from $1,500 one-timeLearn more ›Bookkeeping Automation
Know your real margins on every service.
Starting from $199/moLearn more ›AI Consulting and Strategy
Find the revenue leaks you can't see from inside.
Starting from $750 for a BlueprintLearn more ›Automated Reporting and Dashboards questions.
Do I need to buy reporting software?
Often not. Free tools like Looker Studio or Google Sheets cover most small businesses.
How current is the data?
Daily for most sources, and near real-time where the source allows it.
Can I see it on my phone?
Yes, along with a weekly summary by text or email.
What is a KPI dashboard?
It's one screen with the handful of numbers that tell you how your business is doing, like revenue, leads, close rate, cash and job margin. Here it updates automatically from the software you already use.
How much does an automated dashboard cost?
From $99/mo plus a $1,000 one-time setup. Paid reporting software and AI usage, only if needed, are billed at cost in your business's name. The final price depends on how many sources you connect, and you get it in writing after the free audit.
Which numbers should I track?
Usually five to ten that actually drive decisions, such as leads by source, close rate, revenue, receivables and job profitability. We pick them together in a working session during setup.
What does the weekly AI summary say?
It explains in plain English what went up, what went down and what needs your attention, such as overdue invoices or a drop in margin. AI can make mistakes, so the dashboard numbers are always there to check.
What if my books or data have errors?
The dashboard shows what's in your software, so errors carry over. I check the numbers against your own records during setup, and fixing source data is quoted separately if it's needed.
Who can see the dashboard?
Whoever you choose. Logins are in your business's name, and you decide which people on your team get access.
Free AI audit
Find out where you're losing customers.
In 30 minutes, we'll find your biggest leaks. You leave with a short written plan: what to fix first, what it costs and what it should pay back. No obligation.