Agree the numbers
Twelve KPIs chosen with the management team.
Studio concept · Distribution
A regional distributor replaces Monday spreadsheet marathons with a live dashboard and a summary email before the first meeting.
Studio concept at a glance
Karoo Supply Co. · a made-up business
- Business type
- Distributor, 40 people
- Tools
- HubSpot, Sage, Google Sheets
- Build time
- About three weeks
- Status
- Studio concept
Studio conceptThis is a studio concept: a worked example of what we would build for a business like this. It is not client work and shows no client data.
Try it
See it work.
The dashboard the managers open on Monday morning. Change the period and region, click a pipeline stage to see its deals, and read the summary email it writes for you. Sample data only: nothing you type is sent anywhere.
The challenge
Sales, stock and cash live in three systems. The weekly report takes a manager most of Monday morning.
The approach
Connect the sources
CRM, accounting and stock data flowing automatically.
Report itself
A Monday summary and alerts when something slips.
What we built
- Live dashboard for owners and managers
- Pipeline and conversion views
- Stock and cash views
- Monday summary email and alerts
Services used
Dashboards and reporting
Live numbers from all your tools on one screen, and reports that send themselves.
From $2,500CRM and sales pipeline
Every lead captured, followed up and visible in one pipeline.
From $3,000Your version
Want something like this?
A free 30-minute call to map your version, then a fixed quote.
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- Fixed quote before work starts
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