Business Dashboard & Analytics
Sales, marketing and operations data in one live view — pulled automatically from your existing tools so decisions are based on today's numbers, not last month's spreadsheet.
ILLUSTRATIVE DEMO
Illustrative demo, not client data.Problems this solves
01
Numbers live in five different tools and never agree with each other
02
Monthly reporting takes days of manual spreadsheet work
03
Leadership sees data too late to act on it
04
No single view of what's actually driving revenue
How it works
- 01Workflow audit
Map users, stages, approvals and reporting needs
- 02System design
Data model, roles, automations and integrations
- 03Build & migrate
Configure or develop the agreed modules
- 04QA & training
Permissions, workflows, reports and team walkthrough
- 05Go-live
Handover, monitoring and agreed optimisation
Core capabilities
What Business Dashboard & Analytics covers
01
Unified dashboard pulling from ads, CRM, sales and finance
02
Automated data refresh — no manual exports
03
Role-based views for leadership, sales and marketing
04
Custom KPIs matched to how you actually measure success
05
Scheduled report delivery by email or WhatsApp
Integrations
Connects to the tools you already use
Looker Studio / Power BIGoogle Analytics 4Meta & Google Ads APIsCRM and accounting integrations
Names are integration targets, not partnerships or endorsements.
What you get
- Multi-source data pipeline integration
- Real-time KPI & revenue tracking dashboards
- Sales pipeline & marketing ROAS visualization
- Custom automated email reports & scheduled exports
- Secure, role-based reporting access
Deliverables
- 01Live dashboard with your agreed KPIs
- 02Data source integrations and automated refresh
- 03Role-based access for different teams
- 04Scheduled automated reports
- 05Team walkthrough and documentation
FAQ
Questions about Business Dashboard & Analytics
Most common ones — Meta Ads, Google Ads, Google Analytics, your CRM, and accounting tools. Custom integrations are scoped during discovery.