Automate reporting so your numbers are current whenever you look
Your weekly numbers sit in several tools, and someone pastes them into one spreadsheet by hand. We build one system that keeps your bookings, sales and search reports current on their own.
Start with one call and a quoted price. You approve the plan before any work is billed.
- 194 systems live
- 0 data lost
- 1 owner, 0 office staff
On this page
Automate reporting and your team stops pasting numbers
One record of each sale feeds every report you open.
Five reports update on their own, listed below.
- Sales: the week's numbers are on one page before anyone asks.
- History: the old spreadsheets are in and every report starts complete.
- Search: which searches bring people to which pages, read any morning.
- Traffic: visit counts stay right through every change to your site.
- Totals: every report reads the same records and the numbers agree.
By hand, each report starts with an export.
- Sales: someone exports each tool and pastes it into a spreadsheet.
- History: last year's figures sit in separate files with broken dates.
- Search: search data is exported and matched to pages one row at a time.
- Traffic: a tracking change doubles or drops visits, and nobody notices for weeks.
- Totals: two reports disagree, and someone traces the gap by hand.
The numbers are ready before anyone asks for them.
What a month of reporting by hand costs
Three report jobs that come back every month.
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Situation
Monthly sales report
- What it takes by hand
- Exports from each tool pasted into one spreadsheet and checked
- Hours and cost a month
- 8 hours, $1,200
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Situation
Weekly search report
- What it takes by hand
- Search data exported and matched to pages, four times a month
- Hours and cost a month
- 6 hours, $900
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Situation
Two reports that disagree
- What it takes by hand
- Totals traced between tools until the gap is found
- Hours and cost a month
- 4 hours, $600
Together: 18 hours and $2,700, every month.
Example with illustrative figures, priced at $150 an hour.
Building one of these reports this month? Get your reports built for good.
What your automated reporting runs every week
Six reports and checks, all built from the records you already keep.
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Sales by period
Revenue and bookings by day, week and month, on one page you can open any day.
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Past sales included
Old spreadsheets are imported and their dates repaired. Reports start complete from day one.
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Search report
Each page's rank and the searches that found it, saved week by week.
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Traffic you can trust
Every change to your site is checked for double or missing visit counts.
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One set of totals
Your site and your reports read the same records. The totals match everywhere.
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Dated snapshots
Search demand and competitor positions are saved by date. Compare any two quarters.
How a sale becomes a current report
Every number takes the same four steps from your tools to your report.
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A sale is recorded.
Your team records bookings and sales the way it does today. -
Stored once.
Each record lands in one database that every report reads. -
Checks run.
Before a change goes live, a test confirms every page still counts visits once. -
Your report is current.
Open any report and it shows the numbers up to the last record.
Your part in week one is one call and a sign off on the plan. First system live in four to six weeks.
Want this on your own numbers? Get my first report quoted.
Proof from a business whose reports build themselves
We built this reporting first for a national services business.
Fully automated operations
One owner runs a multi location services business on 194 systems and no office staff
A national multi location brand with 84 service contractors. Its bookings, sales and search reports update from one database.
194
systems live
0
data lost across every change shipped live
$0
systems and architecture cost
- Every page built from its data is rebuilt fresh each night, with no edit by hand.
- 17 automatic checks run before any change goes live.
Anonymized under NDA. The numbers are real.
Every report reads one database: see the one record behind every report.
What moves the price
You hear one price for the whole build on the call.
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How many sources
What it changesEach tool your numbers come from adds its own connection and checks.
Check it yourself List the tools your team exports from today.
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How many reports
What it changesMore reports and more ways to cut them mean more to build and test.
Check it yourself Count the reports someone builds each month.
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Your past records
What it changesYears of mixed spreadsheets take longer to import than one clean file.
Check it yourself Ask where last year's sales figures live.
Who this reporting fits
Six lines to check against how your team reports today.
Good fit
01
Someone builds the same report every week or month.
That report is current without them.
02
Your numbers come from two or more tools.
Every report agrees on one set of totals.
03
Your past sales sit in old spreadsheets.
They join your reports with the dates fixed.
04
Your numbers sit in one tool and still get copied by hand every week.
That tool feeds a dashboard nobody has to update.
05
You want a dashboard but nobody has the hours to build it.
It arrives built and updates itself.
Not a fit
01
You need accounts, tax or a profit and loss statement.
Your accountant's tools cover those reports.
Operations
Open your numbers and find them already current.
Your reports current on their own, with nothing billed until you approve the plan. One call to list the reports your team builds by hand.
Prefer to write? Send us a message.
Questions before you automate reporting
Is automated reporting just a dashboard tool we could buy?
A dashboard tool still needs someone to connect, feed and fix it. Automated reporting as we build it reads the records you already keep and stays current on its own.
Does it cover our accounts and taxes?
No, it reports on bookings, sales and search, and your accountant keeps the books. The sales figures it shows come from the records your team already enters.
What if our numbers are spread across several tools?
Each source is connected once during the build. After that, every report reads the same set of records.
Can we trust these numbers more than our spreadsheet?
Every report reads the records your team enters, with no copy and paste in between. Two reports read the same rows, so they never disagree.
How long until the first report is live?
Your side is one call, read access to the tools your numbers live in and a sign off on the plan. The first system is live in four to six weeks.