HOME/DASHBOARDS

Automation and reporting, built around how the business operates.

Not another chart wall. The work is process mapping, CRM/ERP handoffs, automation logic, metric definitions and reporting views that make operations and growth visible in one place.

CRM / ERP / BIMetric dictionary firstExecutive-ready reporting
decision layer / L5 focus
signal · l5

Spend, product signals, CRM quality and revenue meet in one view — then loop back to L1.

A dashboard is L5: the layer where spend, product, CRM and revenue finally agree — and drive the next move.

Live-style mock

What a trusted reporting layer feels like.

Illustrative numbers — the structure is the point: paid, funnel and revenue views on one model. Switch tabs, watch the counters.

revenue-os / reporting
Spend / mo
0
tracked to the euro
Verified conversions
0
CRM-reconciled
Blended CPL
0
-31% after restructure
"Direct/unknown"
0
was 58% pre-fix
Signups / mo
0
source preserved: 96%
Activation rate
0
event-defined, not vibes
PQLs / mo
0
usage + fit scored
Time to value
0 days
median, cohort-tracked
New MRR / mo
0
joined to source
CAC payback
0 mo
computable per channel
Upgrade rate
0
free → paid, cohorted
Reporting lag
0 days
was: "by Friday, maybe"
The source-of-truth story
QuestionAnswerOwner
How many leads last month?240 (Ads) · 180 (GA4) · 95 (CRM) · 130 (Excel)Four people, four numbers
What did a customer cost?"Depends who you ask"Nobody
Which channel pays back?Unknown — revenue not joined to source
How many leads last month?1,073 — one definition, CRM-reconciledThe model
What did a customer cost?€312 blended · per-channel on tab 2The model
Which channel pays back?Search: 5.1 mo · Social: 9.8 moThe model
Dashboard product types

Four useful dashboards. Four different operating questions.

A dashboard is not one object. It can be a weekly command center, a campaign optimization cockpit, a lifecycle board or an operations/ERP view. Each one needs different ownership and source rules.

Paid → revenue

Revenue command center

Spend, source, signup, activation, CRM quality and revenue joined into the weekly leadership view.

Ninox / Plunet pattern
Campaign cockpit

Optimization cockpit

Campaigns, ad groups, keywords, search terms, quality checks and next-action queues in one workbench.

Search dashboard pattern
Lifecycle board

CRM lifecycle board

Contacts, stages, owner tasks, source fields and handoff quality made visible before reporting.

HubSpot / CRM pattern
Ops / ERP view

Operations visibility view

Order, ERP, stock, warehouse status, exceptions and customer-impact reporting connected to source.

Tavazo / commerce pattern
Tools already built

Not screenshots pasted as decoration. Productized operating artifacts.

The real work behind the dashboard offer is a family of tools: paid revenue command centers, search optimization cockpits, GTM/GA4 operating files, wireframe systems and CRM/revenue handoff maps. The cards below summarize those artifacts without exposing private client data.

Command center

Paid revenue dashboard

Spend, CRM quality, activation, pipeline and revenue views designed as one weekly operating room.

paid spendCRM reconciliationBI rhythm
ninox_paid_revenue_dashboard_command_center.html · sanitized representation
Optimization workbench

Search report cockpit

Campaign, ad group, keyword and search-term cleanup queues for launch improvement work.

query cleanupquality checksnext actions
c5_dashboard.html · sanitized representation
Launch planning

Team wireframe system

Design canvas, content workspace, section notes, export flow and handoff logic in one build artifact.

page logicteam handoffexportable brief
ninox_A1/A2 wireframes · sanitized representation
Tracking architecture

GTM / GA4 operating file

Audience routes, source rules, lifecycle owners and event logic kept close to campaign execution.

event taxonomysource rulesowners
ninox_master_v12_ga.html · sanitized representation
Revenue handoff

CRM + product signal map

The bridge between signup, activation, CRM status, sales ownership and reporting truth.

identitylifecyclerevenue link
Ninox / HubSpot pattern · sanitized representation
Real artifact references

Dashboard products should feel like operating rooms, not decoration.

The examples below are sanitized from working reporting tools and launch dashboards. They show the kind of structure behind a dashboard sprint: source definitions, CRM reconciliation, queues, quality checks and weekly decision rhythm.

Dashboards / reporting

BI, executive reporting, lifecycle analytics and product behavior.

Sprint deliverables

The dashboard is the last 20%.

The first 80% is process, handoffs, definitions and automation - that is why this sprint starts with the operating model, not a chart.

D-01

Metric dictionary

What exactly counts as a lead, an activation, revenue — written down, agreed, versioned.

D-02

Data-source map + model

Where every number lives, how sources join on one key, and a BI-ready model in Looker Studio or Power BI.

1–3 weeks

Automation & Reporting Sprint

€2,500–€7,500

Workflow map, automation logic, reporting model and handover documentation.

Scope the sprint

Reporting should not be an archaeology project. Build the operating model once.

Scope automation & reporting

First: check if your numbers can be trusted.

The free audit's reporting section takes five minutes and usually explains the last three confusing meetings.

Free Growth Audit → x