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Reporting

Internal dashboards & reporting pipelines

Real-time dashboards and reporting pipelines that pull from every system and present the numbers your team actually needs to act on.

The problem

Numbers live in different systems. Reporting is rebuilt every Monday by hand. By the time leadership sees the metrics, they're stale, and the team disagrees on which version is correct.

The approach

We build a reporting layer that ingests data from your CRM, ERP, accounting, product, and operational systems into a single source of truth — with real-time dashboards, scheduled exec reports, and clear data lineage.

What we deliver

Data warehouse / unified reporting layer
Real-time dashboards for ops, sales, finance, exec
Scheduled report generation and distribution
Alerting on anomalies and SLA breaches
Data lineage and audit visibility
Self-serve drill-downs and exports
Integration with BI tools when needed

Who this is for

  • Operations and finance leaders
  • Executive teams aligning on KPIs
  • Companies migrating off ad-hoc spreadsheets
  • Data-driven SMB and mid-market teams

Example engagements

  1. Exec dashboard pulling CRM, billing, and product usage
  2. Daily ops reporting pipeline with anomaly alerts
  3. Finance close dashboard with reconciled cross-system data
  4. Customer-success health-score dashboard

How we deliver dashboards & reporting pipelines

Source mapping, pipeline build, dashboard implementation, and rollout for unified reporting.

01

Source & metric mapping

Inventory data sources and the metrics decision-makers actually need.

1 weeks
02

Pipeline build

Build ingestion, transformation, and unified data model.

4 weeks
03

Dashboard build

Implement role-based dashboards and scheduled reports.

2 weeks
04

Launch & document

Train the team, document lineage, and set up alerting.

1 weeks

Timeline & budget

Typical timeline

4–12 weeks

Focused dashboards ship in 4–8 weeks; multi-system reporting platforms take 8–12 weeks.

Typical budget

$10k–$80k

Typical budget is $10,000 to $80,000 depending on data sources, transforms, and dashboard depth.

Frequently asked questions

Do you replace our BI tool?

Either — we can build custom dashboards or integrate with the BI tool you already have (Looker, Metabase, Mode, Tableau).

Where do you store the data?

Most engagements use Postgres, BigQuery, Snowflake, or your existing warehouse. We choose based on volume and existing infra.

Can we self-serve new reports?

Yes — we design the underlying data model so business users can build their own views without touching SQL.

What does a dashboard engagement cost?

Most engagements run $10,000 to $80,000 depending on the number of sources, transformations, and dashboards.

Related

Systems integrationsOrder & inventory workflowsOps-heavy SMB & mid-market teams
Let's talk

Ready to start a project?

Tell us what you're trying to build and the outcome you need. We'll suggest a scope, timeline, and milestone-priced plan.

We will respond within 1 business day.

We will respond within 1 business day.