01 · What you get
All four ship in the same build.
A metric dictionary
Written definitions for revenue, pipeline and utilisation, agreed once so two reports stop disagreeing.
Pipelines from your real sources
CRM, accounting, ops tools and ad platforms, refreshed on a schedule with failure alerts.
Dashboards per role
Owner, sales lead, ops lead. Each sees six numbers, not sixty.
Monday digest
The week in Slack or email, with movement flagged and a plain-language note on what changed.
02 · The workflow
What runs, step by step.
extract
Pull sources
Scheduled loads from each system.
model
Apply definitions
One transformation layer, version controlled.
serve
Dashboards
Role-based views, no training needed.
push
Digest
Weekly summary delivered where you read.
03 · Good fit if
- ·Numbers are assembled by hand each week
- ·Two reports disagree
- ·Data sits in three or more systems
04 · Not for you if
- ·You need a full data warehouse rebuild
- ·Nobody will agree on definitions