DASHBOARD & REPORTING
You're already sitting on the data you need to run your business better. The problem isn't collection — it's visibility. Your numbers live in spreadsheets, payment processors, CRMs, and tools that don't talk to each other. I build dashboards and automated reports that pull it all together into something you can actually use — every morning, without asking anyone to run a query.
What you get
Custom dashboards
Interactive, visual dashboards built around the metrics that matter to your business. Revenue trends, customer activity, marketing performance, operational bottlenecks — whatever you need to see at a glance. Designed for clarity, not complexity.
Automated reporting
Recurring reports delivered on your schedule — weekly, monthly, quarterly. No more manually pulling numbers into spreadsheets. I build the pipeline once, and it runs itself — with AI-powered anomaly detection that flags the numbers worth your attention before you even open the report.
Data consolidation
Your data probably lives in five different places. I connect your systems — POS, CRM, accounting software, marketing platforms — into a single reporting layer so you stop comparing numbers that don't match.
Stakeholder-specific views
Different people need different numbers. I build views tailored to each role: an owner's dashboard looks different from a marketing manager's, which looks different from an operations lead's.
Built for businesses that are tired of guessing
You're making decisions on gut feeling. You know your revenue is up, but you can't tell which products, channels, or customers are driving it — or which ones are dragging it down.
You're spending hours pulling reports manually. Every month, someone on your team rebuilds the same spreadsheet from scratch. That time has a cost, and the numbers are stale by the time they're done.
Your tools don't talk to each other. Shopify says one thing, QuickBooks says another, and your CRM has a completely different customer count. You need one source of truth, not three conflicting ones.
From scattered data to daily clarity
A typical dashboard project runs 4–6 weeks. In the first week, I audit your existing data sources and identify what you're tracking, what you're missing, and what metrics actually drive your decisions. Weeks two and three are build — connecting your systems, transforming raw data into clean tables, and designing the dashboard layout around how you actually work. Week four is review, training, and refinement. You'll know how to read it, trust it, and use it without needing me in the room.
For ongoing reporting, I set up automated pipelines that deliver formatted reports to your inbox or shared drive. Once it's running, it doesn't need babysitting.