Your business data lives in six different places and none of them talk.
Revenue is in QuickBooks, leads are in your CRM, jobs are in a spreadsheet, and reviews are somewhere in Google. You make decisions without the full picture.
Does this sound familiar?
- You check four or five tools just to answer basic questions about the business.
- No single view of revenue, leads, and job status at the same time.
- Monthly reporting takes hours of manual data pulling and copy-pasting.
- Your team doesn't know the numbers because the numbers aren't visible.
- You find out about problems after they've already cost you money.
- Spreadsheets work until someone forgets to update them.
What gets built
- Single-screen operations dashboard pulling from your actual tools.
- Revenue tracking with month-over-month and year-over-year comparisons.
- Lead pipeline view showing source, status, and estimated close value.
- Job status board for active work with bottleneck flags.
- Automated weekly email digest sent to you every Monday morning.
- Custom alerts when key metrics fall outside normal ranges.
Fixed price
$497 one-time + $97/mo
Most clients start with the $500 AI Workflow Audit to confirm scope before committing to ongoing services.
What you walk away with
One place to see everything
Revenue, pipeline, jobs, and reviews on one screen. Decision-making speeds up when you're not hunting for numbers.
Problems caught early
Alerts fire when lead volume drops or receivables age past 30 days. You find out before it becomes a crisis.
Weekly reporting on autopilot
The Monday digest lands in your inbox without anyone having to pull it. What used to take two hours is now zero hours.
The most common: QuickBooks, Xero, Stripe, HubSpot, GoHighLevel, Jobber, ServiceTitan, Google Business Profile, and Google Sheets. Most SaaS tools have APIs or Zapier connectors we can use. We'll tell you in the scoping call if something won't work.
Custom build. We use Metabase, Retool, or a lightweight React dashboard depending on your stack. You're not paying for a platform license. You own the dashboard. The $97/mo covers hosting, maintenance, and connection monitoring.
The initial dashboard is typically live within two to three weeks. We start with the three or four metrics that matter most, then add panels over the first month as you tell us what questions you keep asking.
No. We maintain it as part of the $97/mo. When you connect a new tool or want to add a metric, you tell us and we handle it. You don't need to learn SQL or write code.
Yes. We set up role-based access so team members can see what they need without seeing financials you'd rather keep private. A field manager can see job status without seeing revenue numbers, for example.
Not sure where to start? Book the $500 AI Workflow Audit.
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