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Use cases / Finance & operationsFounders and operations leads

Automated reporting and KPI dashboards

Every Monday someone exports five spreadsheets, pastes them together and emails a report that is out of date by Tuesday. Nobody trusts the numbers enough to act on them.

What we would build

The solutions we put on the table.

  • Automatic data pulls

    Payments, CRM, ads and analytics are pulled on a schedule into one database, so nobody exports anything by hand.

  • One set of definitions

    Revenue, active customer and churn are defined once, so every report agrees with every other report.

  • A weekly report in plain words

    The numbers plus a short written summary of what moved and why, delivered where your team reads.

  • Alerts when something breaks pattern

    A sudden drop in sign-ups or a spike in refunds raises a flag the same day, not at month end.

Worked example

Watch it do the job.

Example run

Monday 08:00, scheduled run

Pull last week from payments, CRM and analytics. Compare with the week before.

+12%

Revenue--
New leads--
Trial to paid--
Refunds--
  1. Data pulled from three sources
  2. Figures reconciled against last week
  3. One anomaly found: trial conversion
  4. Summary written and posted
Revenue
48.2k, up 12%
New leads
214, down 4%
Flag
Trial to paid down 6 pts
Status
Posted to #leadership