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Dashboards and Reporting

The five numbers that run your business, on one screen, every morning.

Live dashboards for leads, sales, collections and operations, pulled from your CRM, Tally and sheets, with a plain-language summary.

Category
Insights and Growth
Typical timeline
2 weeks

The problem

What goes wrong today

To know how last week went, someone has to pull numbers from three systems and build a report by hand. By the time it reaches you, it is out of date, so decisions are made on gut feel.

What we build

What you get

  • Owner dashboard

    Leads, conversion, revenue, collections and pending tasks, updated automatically.

  • Daily WhatsApp summary

    A short message every morning with yesterday's numbers and anything unusual.

  • Source-wise lead tracking

    See which channel, ad or portal brings leads that actually convert.

  • Plain-language monthly report

    What changed, why, and what to do next. No jargon.

How it works

From kickoff to live

2 weeks

  1. 01

    Pick the numbers

    We agree the five to eight numbers you check most.

  2. 02

    Connect data

    We connect your CRM, Tally, sheets and ad accounts.

  3. 03

    Build and review

    We build the dashboard and refine it with you over one week.

  4. 04

    Automate the summary

    The daily and monthly summaries start running.

Example

A packaged foods brand selling to 400 retailers in Gujarat

The founder waited until the 10th of each month for a sales report. A dashboard now shows orders by distributor and pending collections daily, and a WhatsApp summary flags distributors whose orders dropped.

Tools and integrations

  • Google Looker Studio
  • Zoho Analytics
  • Tally
  • Google Sheets
  • Zoho CRM
  • HubSpot
  • Meta Ads
  • Google Ads

Pricing

Plans start from ₹10,000 a month, based on your requirements.

Get a quote

Questions

Dashboards and Reporting: common questions

Get started

Talk to us about Dashboards and Reporting

Tell us a little about your business. We will tell you whether this service fits, and what a 14-day pilot would aim for.

Office
New Delhi, India

A real person reads every message. No spam, ever.

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