Home › Packages › Business Dashboard and Automated Reports

The package

Business Dashboard and Automated Reports

See the agreed business numbers in one current dashboard so management can spend time deciding instead of collecting reports.

A good fit when

A business where somebody spends a day a month assembling a report out of six tabs.

Choose a different option when

A business that has not agreed which numbers matter. That conversation comes first and it is part of this.

9things included
3services inside
4steps, in order

What the package gives you

What it shows

  • The metrics agreed before anything is built
  • Revenue, leads, conversion, sales
  • Ad spend and cost per lead
  • Bookings and cancellations
  • Customer acquisition
  • Website performance
  • Department level views
  • Pulled automatically, on a schedule
  • Documented, so it survives a tool changing

Related work quoted separately

  • Fixing the data underneath. Bad numbers automate into bad numbers faster
  • Analysis every month, unless you take the review retainer

What happens, in order

  1. The metrics agreed
  2. Sources connected
  3. Built and checked against the manual report
  4. Handed over, documented

What keeps the work moving

  • Access to the sources
  • A decision on which numbers matter, and who sees which

Services inside this package

Each service also has its own page and can be quoted separately.

Need a different combination?

Build a custom package instead

Keep the parts that fit, remove the parts you already have and add the connected work this business needs.

Get a quote

Tell me the result you want and where I can see the business now. I use that information to identify the most useful service or package and decide whether I can quote it in writing. If one missing detail changes the work or price, I will ask for that detail or suggest a short call.

What would help most?

Pick at least one. More than one is fine.

Answer a few more if you want a more specific first reply

What happens next: I review the links and details, then reply within two business days with the best next step, any one question I still need answered, or a written quote when the scope is already clear.

Prefer regular email? [email protected]

Derek Packer

Your inquiry was received.

I will review what you sent and reply within two business days.

You will receive a copy of your inquiry. Look for an email from Derek Packer with the subject Inquiry Received — Here’s Your Copy. If it is not in your inbox, check spam, promotions or other folders. Still missing? Email [email protected].