Use case

A business dashboard that updates itself every morning

Every month, someone spends two days pulling figures out of three systems and pasting them into a spreadsheet. By the time the report arrives, the month is long over. You're deciding on out-of-date numbers.

Sound familiar?

If two of these sentences get said in your company, this process is costing you money every week.

How we do it

  1. We choose the four or five numbers that matter

    No more. For an estate agency: enquiries by source, cost per enquiry, viewings per completed sale, time to completion. In your business, it'll be different numbers. Nobody reads a dashboard with thirty indicators.

  2. We pull them from your software

    Your CRM, your portals, your accounts. If one of them won't let anything out, we sort that first: it's often the real work behind a dashboard.

  3. The dashboard updates itself

    Every morning, with nobody touching it. And every number shows where it comes from: meetings are about decisions, no longer about whether the figure is right.

A rough order of magnitude

2 days to build the report × 11 months

= 22 days a year building spreadsheets

An estimate, not a measurement: these are starting assumptions, not a result obtained somewhere else. Swap the numbers for yours — that's exactly where the audit starts.

Where we apply it

All use cases

Start tonight, without us.

Four short how-tos, with the full prompts. We road-test them on client work before publishing. Free, no sign-up.

All workshops

Your company already generates data. Make it generate margin.

Thirty minutes to identify the first process worth automating. You leave with an answer, whether you hire us or not.

Request your audit

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