STAGE 02 | AUTOMATION

Revenue Dashboarding

A real-time, no-BS view of where money is coming from and what's working.

Most businesses are flying blind on revenue — they know what came in last month, but not why, not what's at risk, and not what to do about it. Revenue Dashboarding connects your financial data, sales pipeline, and operational metrics into a single real-time view, so leadership can make decisions based on what's actually happening.

ENGAGEMENT TYPE

SETUP
Setup + monthly retainer

STAGE
02 - Automation

DELIVERY
8 - 12 weeks setup

RETAINER
Ongoing after go-live

Start a Conversation
Starts with a discovery call, no commitment required.
WHO THIS IS FOR

Signs you're ready for this.

1

Leadership teams making decisions based on last month's data

2

Sales leaders who can't see their pipeline clearly

3

Finance functions spending days on manual reconciliation

4

Businesses that have the data but it lives in too many places to be useful

WHAT'S INCLUDED

Everything delivered in a single engagement.

01

Data Source Integration

  • Accounting system (Xero / QuickBooks) connected to dashboard
  • Payment gateway data integrated (GCash, PayMongo, Stripe)
  • CRM pipeline data pulled and structured
  • E-commerce revenue data connected where applicable

02

Revenue Dashboard

  • Month-to-date and year-to-date revenue vs. target
  • Monthly recurring revenue (MRR) and growth rate tracking
  • Revenue by source (channel, product, client segment)
  • Churn and retention metrics for recurring revenue businesses

03

Pipeline Dashboard
  • Live sales pipeline by stage and deal value
  • Deal velocity — average time in each stage
  • Weighted pipeline and forecast for current period
  • Conversion rates by stage and by sales rep

04

Reconciliation Automation

  • Automated daily reconciliation between systems
  • Reconciliation report delivered each morning
  • Exception flagging — mismatches surfaced automatically
  • Month-end close process streamlined and partially automated

05

Financial Reporting Automation

  • Weekly P&L summary auto-generated and distributed
  • Accounts receivable aging report automated
  • Cash flow forecast updated in real-time
  • Custom report templates for board or investor reporting

06

Access, Governance & Training

  • Dashboard access controls — who sees what (leadership vs. finance vs. sales)
  • Finance and leadership team training on reading and acting on the dashboard
  • Data refresh schedule documentation — when each source updates and why
  • Board or investor reporting pack template — pre-built for quarterly distribution
HOW IT WORKS

From kickoff to to fully live.

01

Financial data audit

We We map every source of financial data and understand how it currently flows (or doesn't).
02

Dashboard design

We design the dashboard structure — what metrics, what layout, what cadence.
03

Data integration build

We connect all data sources to the dashboard platform.
04
Reconciliation automation
We build the daily reconciliation workflow and exception alerts.
05

Report automation

We build automated weekly and monthly reports for leadership.
06

Handover & training

We train the finance and leadership team on the dashboard and hand over all documentation.
TOOLS & PLATFORMS

The stack we build on.

Hubspot / Salesforce (pipeline)
Xero / Quickbooks (accounting)
Strip / PayMongo / GCash
Google Sheets (supplementary)
Slack Zapier / Make (data flow)
Google Looker Studio / Metabase
TYPICAL OUTCOMES

What you walk away with.

Live revenue view

Revenue, pipeline, and cash position updated in real-time — not after a weekly finance meeting

↓ 80% reconciliation time

Daily automated reconciliation replaces hours of manual matching every week
Morning exception report
Any mismatch or anomaly surfaced to the right person before 9am — automatically
Board pack automated
Quarterly investor or board report generated from live data — no manual assembly
Not sure where to start?

Most businesses begin at Stage 01.
Let's find your entry point.

Time to get in touch, Let's talk
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