Know Exactly How Your
Business Is Performing
We build live dashboards and automated reports so you can make decisions based on facts — not gut feeling, not a spreadsheet from last month.
What we build
Every type of analytics, done properly.
Live Business Dashboards
Real-time KPI dashboards pulling from your CRM, accounting software, website, and other tools into one clear view.
- Revenue, pipeline, and costs in one place, updated in real time
- Role-specific views so each team sees what matters to them
- Mobile-accessible from any device, no software to install
Automated Reporting
Weekly or monthly reports that write themselves. Delivered to your inbox automatically, no manual work required.
- Scheduled PDF or HTML reports delivered to your inbox
- Month-end packs generated automatically for accountants
- Exception alerts when metrics go outside normal ranges
Data Pipeline & ETL
Connect disparate data sources, clean the data, and make it available in one place for analysis and reporting.
- Cleans, deduplicates, and normalises data before analysis
- Handles schema changes gracefully without breaking pipelines
- Full audit trail for compliance and reconciliation
Sales & Revenue Analytics
Track pipeline, conversion rates, revenue by product and channel, and forecast with actual confidence.
- Lead source attribution so you know what's actually working
- Win/loss analysis by product, rep, and market segment
- Revenue forecasting from pipeline data
Real result
What this looks like in practice.
10 hours of reporting work eliminated every week
An accountancy practice was spending a full day each week manually pulling data from Xero, their practice management system, and multiple client spreadsheets just to build one weekly performance report. The data was always slightly out of date and the process was painful.
We connected all three sources, built an automated data pipeline, and gave them a live dashboard that updates every 15 minutes. The weekly report now generates itself and lands in their inbox every Monday morning at 7am.
How we work
From data audit to live dashboard.
Data Audit
We map your existing data sources and identify what's available, what's missing, and what's most valuable to track.
Dashboard Design
We design the layout and metrics with you — so you see exactly what matters, not just what's easy to measure.
Connect & Build
We connect your data sources, build the pipelines, and create the visualisations to bring everything together.
Train & Hand Over
We walk your team through every metric, make sure everyone can use it independently, and document everything.
Every project
What's always included.
No add-ons, no hidden extras. Every project ships with all of this.
We map every source before touching anything, so nothing important gets missed.
Layout and metrics designed with you — not a generic template dropped in your stack.
Five connectors included as standard; additional sources quoted separately.
Dashboards update continuously or on a short schedule, depending on the source.
Scheduled reports delivered to any inbox, in PDF or HTML format.
Role-based permissions so each person sees only the data relevant to them.
Past data loaded in so your charts start with context, not a blank slate.
Every metric, pipeline, and data source documented for your records.
Live walkthrough with your team so everyone can use the dashboard from day one.
We handle data issues, query tweaks, and display fixes for a full month after launch.
We help you define the right metrics before building, not just show you what's easy to pull.
Data handling reviewed against UK GDPR before any personal data enters the pipeline.
FAQ
Questions we get asked.
What data sources can you connect?
Google Analytics, Xero, QuickBooks, Salesforce, HubSpot, Shopify, SQL databases, spreadsheets, and most APIs with standard connectors.
Do I need a data warehouse?
For most SMEs, no. We use cost-effective solutions that don't require enterprise infrastructure or ongoing licence fees.
How often does the dashboard update?
Most dashboards update in near real-time or every few minutes, depending on the data source. We'll be specific about what's possible in your discovery call.
Can multiple people access it?
Yes. We set up role-based access so the right people see the right data. Finance sees one view, sales sees another.
Will I be able to add metrics myself?
Yes. We build with extensibility in mind and document everything so your team — or any developer — can add to it later.
Can you connect to our legacy database?
Yes. We connect to most SQL databases including MySQL, PostgreSQL, Microsoft SQL Server, and Oracle. If your system has an export function or an API, we can almost certainly get the data out of it. We'll assess the specifics in the discovery call.
Will we be locked into any dashboard platform?
No. We typically build on Power BI or Google Looker Studio — both of which you can access independently without us. The underlying data pipelines are also fully documented and owned by you. You're never dependent on us to view your own data.
Tools & integrations
Tools we work with.
Ready to see your business clearly?
Book a free discovery call. We'll audit your current data, show you what's possible, and give you a fixed price before any commitment.