Weekly assembly
Someone spends hours a week copying numbers into a deck or sheet before the meeting.
Internal tools & reporting
See your whole business on one page.
A dashboard, report, or small internal tool that pulls numbers from the CRM, the project tool, and accounting into one place, flags what needs attention, and stays current without anyone assembling it by hand. Built for founders who feel out of touch with their own numbers.
Best fit when the numbers exist somewhere already, but not in one place, and not on time.
Deliverable · One page, pulled from your tools overnight
Hours spent assembling the Monday numbers, week by week after launch
Week 1 · 7 hrs by handWeek 12 · 30 min of checking
Cash: two invoices over 30 days, £14,200 combinedAct
Delivery: Kestrel project 6 days behind plan, owner assignedWatch
Pipeline: 11 proposals open, 3 with no activity for 10 daysWatch
Revenue this month
Billable utilisation
Reporting hours returned / year
Sources
HubSpot · pipelineSynced
ClickUp · deliverySynced
Xero · cash and invoicesSynced
What it does
One page, built from the tools you already use.
Not a new system to adopt. A view built on top of the ones you already run.
Pulls from what you already run
The CRM, the project tool, accounting, and any other source that already holds the real numbers.
Replaces the spreadsheet, not the judgment
Small internal apps take over the manual tracking a spreadsheet was never built to hold.
Flags exceptions on its own
An alert fires when a number moves outside a range you set, instead of waiting for the weekly review to notice.
What it does not do
It does not replace your CRM, accounting system, or project tool, and it does not make decisions. It shows you what is true, on time.
When this fits
You don't know what's going on until someone tells you.
These are the symptoms that usually mean a build like this is worth scoping.
Stale by the meeting
The report reflects last week, not this morning, by the time anyone reads it.
Five sources, one story
The real picture only exists in someone's head after they've checked the CRM, the project tool, and accounting.
Modeled example
Seven hours a week to build a report that was already stale.
Evidence is labeled so a modeled possibility never reads like a client result.
Modeled example · not client proof
Harlow & Finch, a 28-person marketing agency, held its Monday numbers meeting off a deck the founder and an account manager built by hand from five tools: the CRM, the project tool, the time-tracking sheet, the ad platforms, and accounting. Together they spent about 7 hours a week on it, and the numbers were already a few days old by the time the meeting started.
At a loaded cost of about $60 an hour, 7 hours a week is roughly $420 a week, or about $20,000 a year, spent assembling a report instead of using one. After the build, one page updates overnight and flags exceptions on its own. The Monday meeting is now about decisions, not data entry.
Next step
Stop assembling the report. Start reading it.
Book a free 30-minute strategy call. You leave with the leaks named, whether or not we work together. If the audit ranks this lane first, the first system is live 30 days after it, or we keep working free until it is.
Book a free strategy call