The numbers that decide how your week goes, pulled out of the four tools they are scattered across and put somewhere you will actually look.
System Integrations / Reporting
Most businesses are not short of data — they are short of a place to see it. Leads sit in the inbox, jobs sit in the calendar, money sits in the accounting package, and nobody has a view across all three without an afternoon of copy-and-paste. We build that view once: a single dashboard, or a digest that lands in your inbox every Monday. The point is not prettier charts. It is that the bottleneck stops being something you suspect and becomes something you can point at.
Get startedEvery business already has the data to know which channel produces its best customers, what a job is really worth, and which invoices are about to become a problem. What it usually lacks is one place to see them together — so decisions get made on the most recent conversation rather than the whole picture. The gap between those two ways of running a week compounds quietly.
of enterprise data leaders rank data quality as the single biggest barrier to getting value out of AI
Gartner, 2025
of chief operations officers name data quality as their most significant data priority
IBM Institute for Business Value, 2025
lost every year to poor data quality, at more than a quarter of organisations
IBM Institute for Business Value, 2025
We start with the decisions you make each week, then work backwards to the handful of figures that actually inform them. Most businesses need six, not sixty.
We pull each figure from the system that owns it — CRM, calendar, ad platforms, accounting — and build the dashboard or digest around how you prefer to read it.
We check in on what you are using and what you are ignoring, and cut or add accordingly. A report nobody opens is worse than no report at all.
One screen pulling live from every system that holds a piece of the picture. Open it on a Monday morning and the state of the business is there — no exports, no spreadsheets, no waiting on someone to compile it.
For the figures you do not need to watch daily. A short, readable summary in your inbox on the day you choose, with the change against last week so the direction is obvious at a glance.
Which channels produce enquiries, which produce customers, and what each one costs. The gap between those first two is usually where the marketing budget is quietly going.
Average job value, revenue per customer and the spread across services — so pricing decisions are made against what your work is actually worth rather than what it felt like last year.
Outstanding invoices, how long they have been outstanding, and who has not been chased. Surfaced while it is still a conversation rather than a write-off.
Start with the decisions you make each week and we’ll work back to the six or seven figures that actually inform them. That part of the conversation costs nothing.
Most dashboard projects begin by asking what can be plotted, which is how you end up with forty tiles nobody reads. We start with the calls you make each week and work back to the six or seven figures that inform them.
A dashboard waits for you to open it. We usually pair one with a written digest that arrives, because the honest failure mode of reporting is not inaccuracy — it is going unread after a fortnight.
At review we take things out as readily as we add them. A report that grows every month is on its way to being ignored, and we would rather it stayed useful than looked impressive.
Because an export is a decision you have to make time for, and most weeks it does not get made. We connect directly to the systems that hold each figure, so the numbers are there whether or not anyone remembers to go and get them. The value is not in the data being available — it always was. It is in the bottleneck becoming visible on a Monday morning instead of in a quarterly review, when there was still time to do something about it.
Fewer than you think, and different ones for every business — which is why we start with the decisions rather than the data. We ask what you choose between each week: where to spend the marketing budget, which service to push, whether to take on another pair of hands — then build back to the handful of figures that inform those calls. Most businesses end up with six or seven. A dashboard with forty tiles gets glanced at for a fortnight and then ignored.
It is the normal starting point, and part of the job. The first pass is usually reconciliation: the same customer recorded three ways, jobs logged against the wrong service, invoices that never got matched to the work. We clean that up as we connect it, and build the rules that stop it recurring. You often learn more from the tidying than from the first month of reports.
Book a free discovery call and we’ll work out which numbers your business is flying without, and where they already live.
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