Reporting & Business Intelligence

Know Your Numbers. Without Building the Reports.

Most owners find out they had a bad month after the month is over. I automate your KPI tracking, financial summaries, and performance dashboards so you always know where you stand -- without spending Sunday pulling data from five different tools.

Book a Free Strategy Session

Or email chuck@startuptosold.com

Tools the average service business uses -- none of them talking to each other

3hr

Average time spent on monthly reporting -- replaced by one automated email

Weekly summary that tells you what matters and what needs your attention

How It Works

Three phases. Numbers you actually use.

I map your data sources, identify the metrics that actually drive decisions, and build automated reporting so you get answers without having to ask for them.

Phase 01

Metrics Mapping

I work through the 5-6 numbers that actually tell you how your business is doing -- not the 30 numbers your software can produce. I identify the sources, the cadence, and what thresholds should trigger an alert.

Phase 02

Build & Connect

I connect your tools -- field software, accounting, CRM -- and build the automated reports. Weekly KPI email, monthly financial summary, and real-time alerts for anything that goes out of range.

Phase 03

Tune & Expand

Monthly check-ins to review what's useful and what isn't. Add new metrics as the business evolves. The goal is a reporting system that gets tighter over time -- not one that grows into noise.

What I Build

Every automation in this category.

These are the specific reporting automations I build. Most clients start with the weekly KPI email -- it's the one they say they should have had five years ago.

Weekly KPI Email

Every Monday morning, an automated email lands in your inbox with the 5-6 numbers that matter most -- revenue, jobs completed, average ticket, lead volume, review rating. No login required, no spreadsheet to update.

Monthly Financial Summary

Pulls from your accounting system to produce a plain-English summary of the month -- revenue, expenses, gross margin, top cost categories, and variance vs. the prior month. Lands before your bookkeeper calls you.

Real-Time Performance Alerts

When a metric goes out of range -- daily revenue below target, invoice collection lagging, or lead volume dropping -- you get an alert immediately instead of finding out at month-end. Set the thresholds; I handle the monitoring.

Technician Performance Dashboard

For field service businesses: automated tracking of jobs completed, revenue per technician, customer satisfaction scores, and callback rate. Makes performance conversations data-driven instead of gut-feel.

Who It's For

Right for your business if...

Any owner who is making decisions by feel rather than by data -- or who spends too many hours pulling reports that should build themselves. If you have the data somewhere but can't easily see it all in one place, this is the fix.

You find out you had a bad month after the month is already over

Your data lives in 3+ different tools and no one has a unified view

You're preparing to sell and need clean, consistent reporting history

Questions

What to know before we talk.

QuickBooks, Xero, and FreshBooks for accounting. Jobber, ServiceTitan, and Housecall Pro for field management. Most CRMs with API access. I assess your specific stack during the metrics mapping phase and tell you exactly what's connectable.

Not for most clients. I build reporting that delivers answers -- usually via automated emails and a simple dashboard in a tool you already use (Google Sheets, Notion, or a lightweight BI tool). I right-size the solution to your actual complexity, not what looks impressive.

Messy data is the norm, not the exception. I include a data cleanup step in the build phase. If the cleanup is significant, I scope it separately. The goal is reliable, trustworthy numbers -- not reports that look good but can't be trusted.

Every engagement starts with an Assessment. Reporting complexity varies significantly by how many data sources you have and how clean the data is. Simple weekly KPI emails are quick builds; unified dashboards across multiple tools take longer. I scope it after the assessment.

Free Tool

Not sure if your task is automatable?

Describe one repetitive task and get an instant verdict: automatable or not, how it would work, and how many hours you'd save per year. No email required.

Try the Analyzer → Takes 30 seconds

Get Started

Ready to run your business on real numbers?

Book a free strategy session. I'll identify your critical metrics and show you exactly what it would take to have them delivered automatically every week.

Book a Free Strategy Session

Or email chuck@startuptosold.com