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Growth, CRM and reporting · Dashboards and reporting

Cash, sales, pipeline and operations pulled from your tools into one live dashboard, with a weekly summary that lands before your first meeting.

Book a discovery call See pricing
One source of truthReports that build themselvesProblems spotted earlyBetter decisions, faster
Best forThe StrategistGrowth and expansion-stage businesses
The problem

01

Numbers in five places

Accounting, CRM, bookings and spreadsheets each hold part of the picture.

02

Reports built by hand

Hours of exporting and pasting before every management meeting.

03

Decisions on gut feel

By the time the numbers arrive, the moment has passed.

What's included

Every project is scoped to your business. These are the parts most clients need.

KPI workshop

We agree the twelve numbers that matter most to your business.

Data connections

Accounting, CRM, bookings and sheets connected automatically.

Live dashboard

Clear charts for owners, managers and teams.

Weekly summary

Key numbers and changes emailed every Monday.

Alerts

A message when something crosses a line, like cash or overdue jobs.

Handover

A short guide to reading and adjusting each view.

Pricing

Prices in US dollars, excluding VAT. Every project gets a fixed quote after a free discovery call. Typical timeline: two to four weeks.

After launch

Hosting, monitoring, fixes and small improvements every month, so what we build keeps working. Optional, and you can cancel any time.

Essential

For websites and simple setups

$150per month, excl. VAT
  • Hosting, updates and backups
  • Security monitoring
  • Fixes within two working days
Most chosen

Growth

For businesses running automations

$400per month, excl. VAT
  • Everything in Essential
  • Automations monitored daily
  • Two hours of changes a month
  • A monthly report on what ran and what it saved

Systems

For portals, apps and connected systems

$900per month, excl. VAT
  • Everything in Growth
  • Priority support on WhatsApp and email
  • Six hours of changes a month
  • A quarterly review and roadmap
How it works

  1. 01

    Discover

    A free 30-minute call to map the busywork and agree a fixed quote.

  2. 02

    Build

    We design, build and connect everything, and show you progress as it comes together.

  3. 03

    Run and improve

    We hand it over, train your team, and keep improving it on a care plan.

Tools

We connect the platforms you have before suggesting anything new. Subscriptions stay in your own accounts.

  • Looker Studio
  • Power BI
  • Zoho Analytics
  • Google Sheets
  • Xero
  • HubSpot
Proof

All work
Studio conceptLive demo
Growth, CRM and reporting

Sales dashboard for a distributor

A regional distributor replaces Monday spreadsheet marathons with a live dashboard and a summary email before the first meeting.

Studio concept
Solves

Questions

Do I need clean data first?

No. Part of the work is tidying the data at the source so the dashboard stays right.

Which tool will you use?

Usually Looker Studio, Power BI or Zoho Analytics, depending on what you already pay for.

Can managers see different views?

Yes. Each role can get its own view with only the numbers they need.

Other services

All services

CRM and sales pipeline

Every lead captured, followed up and visible in one pipeline.

From $3,000

Workflow automation

Forms, inbox, accounting, CRM and WhatsApp working together, so routine work runs itself.

From $800

Invoicing and cash-flow automation

Invoices sent on time, reminders that chase for you, and a weekly view of who owes what.

From $1,500

Book a free 30-minute discovery call. You leave with a clear plan and a fixed quote.

Book a discovery call See pricing
  • Free 30-minute call
  • Fixed quote before work starts
  • Everything in your accounts