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Reporting

Dashboard and reporting

One screen with the numbers that matter.

A live dashboard pulling traffic, leads, spend and revenue into one screen, plus a written monthly report in plain English: what moved, why, and what happens next.

The standard size takes
Four weeks
You own
The dashboard, the data and the definitions
Runs monthly
Only if you choose to pay monthly

No figure appears on this page. Your free plan comes back with the price of every size, and with what the whole job costs together.

01

What it is

A live dashboard pulling traffic, leads, spend and revenue into one screen, plus a written monthly report in plain English: what moved, why, and what happens next.

You cannot steer what you cannot see. When traffic, leads, spend and revenue live on one screen, decisions stop waiting for the report, and problems surface the week they happen instead of at month end.

Charts alone are not the answer, which is why the written monthly report is part of this: what moved, why it moved, and what happens next, in plain English. A dashboard shows; the report explains.

02

This is for you if

  • The numbers live in six logins and one person's head
  • Month end means a morning of copying figures between tabs
  • You find out something broke a month after it broke
  • Dashboards exist but nobody can say what changed or why

One of these is usually enough. If none of them is true, this is not the first thing I would build for you, and the plan will say so.

03

Why it comes where it does

You cannot steer what you cannot see. When the numbers live on one screen, decisions stop waiting for the report.

Nothing has to be built before this one, so it can be the first thing you do. Your free plan still puts it in order against everything else you are considering.

04

Three sizes, by scope

The sizes differ by how much is in them, not by how well it is done. Start at the size that matches the business today; moving up later is normal.

The Essentials

One screen, always current.

  • One dashboard: traffic, leads, spend and revenue together
  • Feeds from GA4, Search Console and your ads accounts
  • No login soup: one link, always current

Two weeks

The usual choice

The Standard

The dashboard plus the explanation. Most businesses choose this.

Everything in the size before, plus:

  • Feeds from your own systems: sales, bookings, invoicing
  • A written monthly report: what moved, why, what happens next
  • Anomalies flagged when they happen, not at month end

Four weeks

The Works

The numbers, run for you.

Everything in the size before, plus:

  • Custom metrics built for how you steer the business
  • A monthly working session on the numbers, not just a report
  • Forecasting views from your own history

Eight weeks

The figure for each of the three sizes is not published here, because it depends on what else you are building at the same time. Build your free plan and the figure for each size comes back with it, along with what the whole job costs together.

05

How it is built

  1. 01

    A session on what you actually steer by, and what you would want to see on a Monday morning.

  2. 02

    Every number defined in writing, so it means the same thing in twelve months.

  3. 03

    Feeds connected: traffic, ads, sales, bookings, invoicing, whatever the numbers need.

  4. 04

    The dashboard built, on one link, current every morning.

  5. 05

    The written monthly report: what moved, why, and what happens next.

  6. 06

    A review after two months, dropping the numbers nobody looked at.

Before you decide

Three things people get wrong.

They sayWe run on the bank balance and it has been fine.

The bank balance tells you what happened last month. It cannot tell you which job type actually makes money, or which channel produced the work, and both of those change what you do next.

They sayA dashboard is just charts nobody looks at.

That is what happens when the numbers are not the ones you steer by. The build starts from the three or four numbers you would want on a Monday morning, and leaves the rest out.

They sayOur data is too messy for a dashboard.

Then the dashboard shows you exactly where it is messy, which is worth having on its own. Nothing here needs perfect data to start being useful.

Your options

The alternatives, side by side.

Doing it yourself and hiring it out are both real answers. Here is how the three compare on the things that actually decide it.

Slide the table sideways to read every column.

OptionWhat it costsWhat you ownTimeOutcome
Assemble it by hand at month endA morning a month, copying between tabsA spreadsheet, and last month's version of itNowNumbers that arrive late and change definition
Hire an analyst, or subscribe to a reporting toolA salary plus leave, or a monthly fee per user or per connectionA person who can leave, or a tool you rentWeeks to hire, or a month to connect and configureCharts, at a cost that grows, still needing someone to explain them
This buildOne build, or a monthly feeThe dashboard, the data and the definitionsTwo weeksOne screen, current every morning, with a written explanation monthly

In practice

Month end, retired

Month-end reporting by hand means one morning a month copying numbers between tabs. The dashboard version of that morning takes zero minutes.

Straight answers

Questions I get asked about this.

01We already have dashboards.

Login soup is usually the problem: six tools, six half-truths. One screen that pulls them together, plus a plain-English monthly report, is the fix.

02What does the monthly report add over the dashboard?

The dashboard says what moved. The report says why, and what happens next. That second half is where decisions come from.

03How often does it update?

Every morning, on its own. If a number stops arriving, the dashboard says so rather than quietly showing you yesterday's figure as though it were today's.

04Can the team see it, or only me?

Your choice, and it can differ by number. Some businesses put the job numbers on a screen in the workshop and keep the money numbers to the owner.

The next move

Dashboard and reporting, priced in context.

The free plan asks a few questions about the business, then comes back with this service at the size that fits, anything that has to come first, and the figure for each part and for the whole job. Nothing is charged and nothing is booked at the end of it.

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