Who this is for
Owners, ops managers, and bookkeepers flying blind between the books and the bank balance, or running a real part of the business on a spreadsheet that has outgrown them: who want the numbers on one screen, defined once and consistent every time.
The problem
You can’t see how the business is really doing without stitching spreadsheets together: everyone measures the numbers differently, formulas get overwritten, and totals get re-typed by hand until nobody fully trusts them.
What we build
Your numbers live in five places and mean five different things, and the spreadsheet you rely on has quietly become fragile: hand-typed totals, formulas you’re scared to touch, and only one person who really understands it.
We lock down exactly what each number means and how it’s calculated, then build it properly: whether that’s a dashboard that computes your KPIs from your data with targets and red/amber/green status, or a custom workbook with validated inputs, locked formulas, and a summary tab that rolls everything up, so it works the same way every time.
You open one view and see the health of the business at a glance: what’s on track, what needs attention, and which way each number is moving: on numbers everyone has agreed on, in a file the whole team can use instead of one only a single person dares open.
What you get
- A KPI dashboard, or a custom workbook tool, built to exactly how your business works: with your headline numbers, targets or roll-ups, status, and trend
- A locked metric glossary or in-file ‘How it works’ tab: exactly what each number means and how it’s calculated, in plain English
- Validated inputs and locked formulas so a bad entry can’t quietly break a total, plus a month-by-month or roll-up summary view
- A written read-out or sample-data walkthrough: what’s on track, what needs attention, and proof every calculation is right
Want to see the real thing before you commit? Grab a sample pack: actual files from a worked example, not mockups.
Pricing
$1,200: fixed price, agreed before we start.
Ongoing support and optimization from $500/mo: entirely optional, cancel anytime.
Timeline: Delivered within 5 business days.
Ways to work together
- Starter: a single KPI dashboard, or one custom workbook tool (validated inputs + formulas + summary tab)
- Full build: a multi-source dashboard + data model + monthly report, or a multi-tab workbook tool with roll-ups and an automation
- Ongoing: monthly reporting + review, or ongoing change packs and build-out of the tool
Our guarantee
We agree the metrics and their definitions at kickoff. If a number doesn’t compute the way we agreed, we fix it at no extra cost.