📊 Solution

Custom Reporting Dashboard

As an executive, are you opening 5 Excel files, logging into 3 SaaS panels, and chasing accounting for numbers every Monday morning? One dashboard, true real-time view — sales, customers, inventory, finance, marketplaces, ad ROI, team performance. Mobile + desktop access. Alerts when a KPI shifts. Automated 'Owner Report' email at 9 AM Monday. No more waiting on information to decide.

What we offer

📈

Real-Time KPI View

Today's revenue, delta vs last week, top 5 sellers, pending orders — at a glance.

🚨

Smart Alerts

Inventory critical, sales dropped, returns spike, cash gap — Slack/email push. Catch issues before they grow.

📧

Automated Report Email

Weekly exec report, monthly sales department report, quarterly investor report — fully automated.

📱

Mobile + Desktop

Instant view on phone. Push notifications for critical alerts. Pull up a chart on your phone during meetings.

Which Data Sources, How They Combine

Step 1: Map your data sources. Which systems produce data? Marketplaces, invoicing, GA4 web traffic, Meta Ads, your own CRM, inventory — etc.

Step 2: ETL pipeline. Pull from every source into a central warehouse (PostgreSQL, BigQuery, Supabase) on a daily/hourly schedule.

Step 3: Dashboard design. We identify your critical KPIs (typically: revenue, profit, customer acquisition cost, top-margin products, channel performance, days of inventory). Role-based views per executive (CEO sees all, sales head sees only sales).

Tech: Metabase (open source, free), Looker Studio (Google, free), or custom React/Vue dashboard. We pick what fits.

Cost: One-time setup (data pipeline + dashboard design) + monthly maintenance (new charts, fixes). Typically $1-5K setup, $200-700/month maintenance.

Frequently Asked Questions

Why custom when Klipfolio/Geckoboard exist?

Off-the-shelf SaaS is fine but coverage of local tools (regional payment, marketplaces, accounting) is limited. Custom dashboards fit your exact sources and KPI definitions.

Data security?

Data on your own infrastructure (AWS/Azure/Cloudflare) or ours — your choice. Encrypted storage, per-user access logging, full audit trail.

How do we move off Excel?

We review your existing Excel reports, classify what can be automated, identify missing metrics. We can also embed Excel exports inside the dashboard.

Who uses the dashboard?

Anyone we train. Managers get 'read-only' role — just opens and views. Analysts get 'edit' role — can build new charts.

Is this solution right for your business?

30-minute free discovery call. We reply within 1 business day.

Let's Talk →