Data from every platform pulled automatically, aggregated into a live dashboard, and delivered as a weekly digest — no spreadsheets, no manual pulls, no Monday morning scramble.
Data flows in from every source, updates the dashboard in real time, and lands in stakeholder inboxes on schedule.
Your CRM, ad platforms, analytics tools, and payment data are all connected — pulled on a schedule, hourly, daily, or weekly, depending on how fresh you need the numbers.
Raw data from each source is cleaned, normalised, and written into a structured master sheet. Metrics are calculated — revenue, conversion rates, ad spend, pipeline value — ready for the dashboard layer.
Charts, KPI tiles, and trend graphs in your dashboard update automatically as new data arrives. Stakeholders can open the dashboard at any time and see live numbers — no refresh needed.
If a key metric drops below a threshold — ad spend over budget, conversion rate below target, revenue behind pace — an alert fires immediately to the relevant team member via Slack or email.
Every Monday morning, a formatted summary email is sent automatically to your leadership or client list — including headline KPIs, week-on-week changes, and a link to the full live dashboard.
Without Automation
With This Automation
Built to pull from your actual platforms and deliver to your actual stakeholders — on your schedule.
