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20 hours · $3,500

Reporting & Dashboards

Build the dashboards and reports your leadership actually watches.

Overview

Turn your data into the numbers leadership checks every morning. We run a KPI discovery session, then build the reports and dashboards: charts, pies, tables and scheduled email digests included.

What's included

  • KPI discovery
  • Up to 6 dashboards
  • Charts, pies & scheduled email

What you'll walk away with

  • KPI discovery & metric list
  • Up to 6 dashboards
  • Charts, pies & tables
  • Scheduled email digests

How it works

  1. 1KPI discovery workshop
  2. 2Build reports & dashboards
  3. 3Review and refine with you
  4. 4Set up scheduled delivery

Other services you might add

1 hr

Guided Onboarding Tour

A live walkthrough of the whole platform so your team can self-serve.

  • 1-hour 1:1 session
  • Tailored to your workflow
  • Recording to keep
View details
6 hrs

Entity & Pipeline Build

We model your business objects, pipelines and stages so you're ready to work.

  • Up to 5 entity types
  • Pipelines + stages + kanban
  • Basic stage gates
View details
$1,050 · 6h
4 hrs

Custom Field Configuration

Design the fields your team actually needs, with the right types and validation.

  • Field audit
  • Up to 40 fields
  • Dropdowns & relationships
View details
$700 · 4h