Data and reporting: the numbers that matter, in one place
We bring the numbers from your website, phone, CRM and Xero into one simple dashboard and a monthly plain-English report, so you can see where enquiries come from, how many you win and what is owed.
Most small businesses have the information already, spread across Google, their inbox, the CRM and the accounts. Nobody has time to pull it together, so decisions get made on gut feel.
Google Analytics
Xero
Keboola
Plotly
Streamlit
Retool
Six measures every small business should track
Enquiries by type and source
How many enquiries came in, what they were for and whether they came from Google, your website, the phone, social media or a referral.
Conversion
How many enquiries became quotes, and how many quotes became paid work, so you can see where jobs are being lost.
Cash and money owed
What has been invoiced, what has been paid and who owes what, taken straight from Xero.
Jobs and workload
Work booked in, work completed and how busy the coming weeks look.
Website and search
Visits, enquiry form use, Google search performance and how often AI assistants mention you.
Competitors
How your top three competitors compare on website speed, reviews and search visibility, updated monthly.
A dashboard, a report and a review
Live dashboard
One page with the handful of numbers that matter, updated automatically and readable on your phone.
Monthly PDF report
A short plain-English report: what happened, what changed and what to do next month.
Monthly review
A short call to go through the numbers and agree the next improvement.
From scattered figures to one clear page
Agree the numbers
We agree the five to eight measures that matter most to your business, and nothing more.
Connect the sources
Your website analytics, forms, phone records, CRM and Xero connected, read-only wherever possible.
Build the dashboard
One clear page, checked against your own figures before you rely on it.
Report and improve
Monthly report and review, with one improvement agreed each month.
Data and reporting: common questions
What is a KPI dashboard?
A KPI (key performance indicator) dashboard is one page showing the handful of numbers that tell you how the business is doing, such as enquiries, conversion and cash, updated automatically.
Where does the data come from?
From tools you already use: Google Analytics and Search Console for your website, your enquiry forms and phone records, your CRM and Xero. We connect read-only wherever possible.
Is my data safe?
Your data stays in your own accounts. We only take the figures needed for the dashboard, and access is limited to the people you choose.
How much does reporting cost?
Setting up a dashboard starts from £450 + VAT, and the monthly report and review from £150 + VAT a month, agreed in writing.
Who is it for?
SMEs and trade businesses first, and any organisation that wants decisions based on its own numbers rather than gut feel.
See how reporting fits the rest of the Growth Engine.
Built on proven technology
We use leading AI, automation, web and telephony platforms, chosen for each job and joined up for you.
- ChatGPTGenerative AIChatGPTOpenAI's AI assistant. We use it to draft content, summarise documents and answer questions.
- ClaudeGenerative AIClaudeAnthropic's AI assistant, strong at careful writing, analysis and working through long documents.
- GeminiGenerative AIGeminiGoogle's AI assistant, built into Google Workspace and strong at working with documents, images and search.
- GrokGenerative AIGrokxAI's AI assistant, with access to up-to-date information from the web and X.
- PerplexityAI searchPerplexityAI search engine that answers questions with sources, and one of the places customers now find businesses.
- OpenRouterAI model routingOpenRouterOne gateway to many AI models, so each job uses the best-value model for the task.
- RunwayAI videoRunwayAI video generation and editing for adverts, social clips and product videos.
- OpusClipAI videoOpusClipTurns long videos, webinars and podcasts into short clips for social media automatically.
- n8nAutomationn8nWorkflow automation platform that connects your apps and moves information between them automatically.
- KeboolaData platformKeboolaData platform that gathers figures from your systems into one place, ready for reporting and AI.
- RetoolInternal appsRetoolBuilds simple internal tools and dashboards on top of your data quickly.
- StreamlitData appsStreamlitTurns data and AI models into simple interactive web apps.
- PlotlyCharts and dashboardsPlotlyInteractive charts and dashboards that make your numbers easy to read.
- Sentry.ioError monitoringSentry.ioMonitors websites and apps for errors so problems are fixed before customers notice.
- PipedriveCRMPipedriveSales CRM that tracks every lead and deal through a clear visual pipeline, with reminders so nothing is missed.
- XeroAccountingXeroOnline accounting software for invoices, payments and bank reconciliation, linked to your CRM and automations.
- AstroWebsitesAstroModern website framework that builds very fast, lightweight pages that score highly with Google.
- CloudflareHosting and securityCloudflareGlobal network that hosts your website close to every visitor and protects it with its firewall.
- Google DocsDocumentsGoogle DocsOnline documents your team can write, share and edit together, linked into our automations.
- TwilioCloud telephonyTwilioCloud communications platform for phone numbers, calls and text messages.
- 3CXBusiness phone system3CXBusiness phone system for desk phones, mobiles and computers, managed from one place.
- AsteriskPhone systemAsteriskOpen-source phone system software that powers business phone lines, menus and call routing.
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