Every month someone rebuilds the same spreadsheet by hand, and by the time the deck is ready the figures describe a month that is already over. Worse, your accounting and your shop do not give the same revenue, so the meeting starts by arguing about which number is real.
| Cal. WM33-19 | Reporting & Dashboard Automation |
|---|---|
| Function | Consolidates sources into self-refreshing dashboards |
| Typical build | 2–4 weeks |
| Works with | Your accounting, CRM, online shop, ERP, spreadsheets and databases through their APIs, with scheduled delivery to your inboxes or channels |
| Price | from CHF 2'900 · CHF 690 diagnostic, credited |
Hours lost each month rebuilding the same spreadsheets and decks by hand, error-prone, unrepeatable and impossible to scale.
Numbers live across accounting, CRM, e-commerce and spreadsheets that never agree, no single source of truth to trust.
By the time the month-end deck is ready, the figures are outdated, decisions get made on numbers nobody fully trusts.
We connect your accounting, CRM, e-commerce, spreadsheets and databases through multi-source connectors, consolidating them into a single, reliable source of truth.
Your KPIs update on their own on a schedule you choose, so dashboards are always current, no more manual copy-paste before every meeting.
Month-end decks and weekly summaries are generated and delivered automatically to the right inboxes or channels, on time, every time.
Automatic alerts flag when a KPI drifts, a target is missed or an anomaly appears, so you hear about it early, not at month-end.
Teams explore self-serve dashboards on their own, and a human validates every KPI definition before it goes live. No black-box metrics.
Your accounting, your shop, your CRM and the spreadsheets everyone actually uses are connected once, and we write down what each figure means before it goes live. From then on the dashboard refreshes on its own, so nobody copy-pastes anything before a meeting. The Monday summary and the month-end pack are generated and sent to the right people on time. And if a figure drifts or a target is missed, you hear about it that week, not at close.
Illustrative scenario — exact behaviour depends on your tools and volume. No results are guaranteed.
Your business data and dashboards stay on your infrastructure, hosted in Switzerland. We host nothing on our side.
By design: access controlled, data kept in your environment, no transfer of business figures to third-party platforms you don't control.
Dashboards, connectors and access belong to you. You stay autonomous, even without us. Managed maintenance is optional.
After the diagnostic, a reporting and dashboard build usually takes 2 to 4 weeks depending on your data sources, KPI definitions and tools.
The diagnostic is CHF 690 (credited towards the next steps). A build starts from CHF 2'900 depending on your data sources and dashboards. Optional "AutoPilot" maintenance from CHF 690/month.
Most business tools with an API or database: accounting, CRM, e-commerce, spreadsheets, ERPs and databases. We consolidate them into a single source of truth, and a human validates every KPI definition before it goes live.
No. We build reliable, refreshable reporting and dashboard workflows, but no specific outcome is guaranteed. Results depend on your data quality, sources and setup.
Credited towards your project if you proceed.