Know the numbers before the meeting
Most businesses have their numbers in six places, three versions of the truth, and someone losing two days a month building a report nobody fully trusts. We fix that with one custom dashboard, built on your real numbers.
Each of these systems reports on itself, so the business sees live numbers instead of waiting on a spreadsheet somebody has to build.
Every quote and every win now reports itself, so they can see conversion and turnaround live instead of guessing. Quotes also went out 5× faster once the numbers were in front of them.
Enquiries, bookings and revenue report themselves in one place instead of hiding in a diary and a spreadsheet. Still being built out, already showing what is actually in the pipeline.
Our sales and reporting used to take seven hours a week to assemble by hand. It reports itself now in 45 minutes of reading, and seeing it live is part of what drove sales up 2.5×.
Pick a business type and watch us connect the sources, reconcile the numbers and write the summary. This is what lands on your screen every morning.
Illustrative examples using representative figures. Every dashboard we build is designed around the numbers your business actually runs on, and the real builds are just below.
Most people never open a dashboard. They will read an email. So every dashboard we build also sends itself, on whatever schedule suits, to whoever needs it, written in plain English rather than dumped as a wall of charts.
Morning. Last week in one line: a strong week on volume, a weak one on margin.
Revenue beat the four-week average by 9%, driven almost entirely by two large trade orders rather than a broad lift. Margin slipped to 21.8% because those two orders were priced at the old rate before the supplier increase came through.
Full dashboard is live if you want to dig in. Reply to this email if you want anything added.
A real example of the weekly email that goes with a dashboard we would build.
A birds eye view of the whole business with no missing pieces, designed to look like it belongs to you rather than like a tool you rent. Your logo, your colours, your language, on your own domain.
Board
Ops
Partner
Everyone gets what they need from the same reconciled data, rather than four teams keeping four spreadsheets. Pick a department to see what usually goes on their view.
HubSpotPipedriveSalesforceOutlookWhatsAppXero
Sales stops running on gut feel and half-remembered numbers. Everyone sees the same pipeline, the same win rate and the same source data, so the conversation is about what to do rather than whose figure is right.
SageSharePointGoogle SheetsOutlookClickUpWooCommerce
Operations stops finding out about problems a week late. Bottlenecks, late jobs and stock at risk are visible the morning they happen, not in the month-end review.
XeroQuickBooksSageStripeGoCardlessPower BI
Finance gets the month-end pack built for them, reconciled, on the first. That is typically two days a month back, and a forecast that is actually current.
OutlookWhatsAppGoogle CalendarHubSpotWordPressTeams
Service problems show up as patterns rather than anecdotes, so you fix the cause instead of firefighting the same complaint every week.
GA4Google AdsMeta AdsKlaviyoWordPressLooker
Marketing spend is finally judged on real revenue rather than platform-reported numbers, which usually changes where the budget goes within a month.
OutlookSharePointGoogle WorkspaceClickUpTeamsBreatheHR
Headcount, capacity and cost sit next to revenue, so growth decisions are made on what the business can actually carry.
Industry matters less than symptom. Find the one that sounds like your last board meeting.
Every quote takes a skilled person hours, and the slow ones lose the job to whoever answered first. This is where most of our clients start, and it is the fastest thing to fix.
Any business past about ten peopleEvery meeting starts by arguing about whose number is right, so decisions wait.
Anywhere two systems disagreeMargin slipped six weeks ago and you found out at month end, when it was already spent.
Anyone running on monthly reportingSomeone expensive spends two days a month exporting, pasting and fixing broken formulas.
Finance and operations teams everywhereYou cannot compare branches or people fairly because everyone measures slightly differently.
Multi-site retail, hospitality, trades and servicesHiring, opening a site, dropping a product line, and the data to justify it does not exist yet.
Anyone planning the next twelve monthsNothing gets replaced. If your data lives in it, we can almost certainly read it, including the spreadsheet nobody wants to admit to.
Logo wall: Kon to swap these tiles for real brand SVGs, greyscale on dark, uniform height. Behind them we use the leading data and reporting platforms, and we pick per job rather than tying you to one vendor. And if your data lives somewhere unusual, that is normally solvable too.
No months of discovery and no strategy deck that sits in a drawer. Every stage ends with something you can hold, and your first dashboard is live inside month one.
Half a day on your numbers, with the people who actually use them. We map where your data lives and how a job really travels from enquiry to cash, then design your dashboard on paper before anything is built.
We do not build for six months and hope. We take the single best opportunity from the blueprint and put it into production, in your systems, on your data, with the rules agreed with you.
With one view proving itself, we work down the roadmap. More departments, deeper sources, automated reports going out to the people who need them, and alerts when something moves.
Reporting breaks quietly. A source changes its API, a field gets renamed, a new product line does not fit the old categories, and your business does not stand still either. We monitor, fix and extend, train your team, and document everything.
94%
That is roughly the average time saved once the dashboard gathers and reconciles the numbers for you. And the figures come out more reliable, not less.
You read the two pages that matter, not the thirty
You get one figure that already agrees with the accounts
You add the commentary only you can write
You walk in already knowing where you stand
You catch it while it still matters
Nobody argues about whose number is right
Estimates for typical reporting, not results from a specific client. The measured before-and-afters are up in the case studies. What matters is not the exact figure, it is that the time you used to lose gathering and reconciling numbers goes back into using them.
A dashboard is a product you own, not a retainer. Strategy first, a fixed-price build, then a small monthly that keeps it hosted, secure and reconciled.
Half a day on your numbers. We map where your data lives, agree the definitions everyone will trust, and design your dashboard on paper: the views, the reports and the integrations. You leave with the blueprint and a fixed quote for the build.
If you decide not to build, the blueprint is still yours to keep, and you can take it anywhere.
then £150 a month to keep it live
For getting the numbers that run the business into one live, reconciled view.
then £299 a month to keep it live
For reporting across departments, sites or brands, with reports landing in the right inboxes.
Prices exclude VAT. The £500 strategy is credited off either build. Care starts when your dashboard goes live, rolls monthly and can be cancelled with 30 days' notice. A standard integration is any tool with a ready-made connection, like Xero, HubSpot or GA4; we confirm which of yours are standard at strategy, before the build is quoted.
Most businesses are not comparing us with another agency. They are comparing us with muddling through: someone senior assembling spreadsheets every month, or a self-built BI tool nobody quite trusts. Here is that comparison, honestly.
Management time at a £50,000 salary with employer national insurance and pension, two days a month, matching the reporting tasks shown further up this page. Licence and consultant figures are typical UK ranges. Every figure is an estimate to make the comparison honest, not a quote.
Plenty of people are selling AI who have never run a business. We have, from Essex, for over a decade.
One account manager who knows your business and who you can actually ring. You never explain yourself twice.
Websites, stores, CRMs and reporting are our day job. Most reporting firms can only visualise whatever they are given, however messy it is.
Cyber Essentials Plus certified, a decade of building and running business-critical systems, and clients we started with years ago. AI is new. Answering for the outcome is not.
Some processes should not be automated and some businesses are not ready. The blueprint exists so we can say so early.
Two questions come up in every single conversation: what happens to our data, and what happens if we leave. Here are both answers up front.
No lock-in and no hostage-taking. If we are worth keeping, it will be because the work is good.
Where AI is involved, the model and processing arrangements are covered in writing before anything touches live data, and we go through them in the blueprint.
Can’t see yours? Ask us anything on a quick call, no obligation.
Thirty minutes, no hard sell, and an honest answer either way.
