01/ 04
Sales and Revenue Dashboard
- What we build
- Pulls from your CRM and payment processor.
Dashboards & Reporting
Your business generates data all day. You should not have to spend hours turning it into a report.
It is a live dashboard that pulls from all your tools into one real-time view, so no one builds a report by hand again.
We build live dashboards that pull from your CRM, ad platforms, spreadsheets, and ops tools, so you see what is happening in your business in real time, without asking someone to build a report first.
Liveno Monday report to build by hand
The problem
If your Monday morning starts with someone building a report, you are a week behind on every decision.
Manual reporting is one of the most expensive invisible costs in a growing business. Not because the reports are wrong, but because they take skilled time to build, they are outdated by the time they are shared, and they cannot answer follow-up questions without another cycle of pulling data.
What it costs the business
- A skilled team member spending 3-4 hours every week on a task a system should do
- Decisions made on last week's data when today's data is already different
- Management asking "where are we?" and waiting a day for an answer
- No visibility into which channel, which rep, or which product is actually driving results
What changes
Here is what changes once the system is live.
Revenue and pipeline, always current
Pipeline value, close rate, and top sources update live, no report needed.
Know which channel is actually working
Cost per lead and ROAS by campaign, in one place, updated automatically.
Overdue work flagged before it is late
SLA compliance and team capacity are visible in real time, not after the fact.
Margin and inventory, down to the SKU
Reorder thresholds and gross margin, visible per product, with no CSV export.
What we build
How It Works: Four Real Dashboard Types
02/ 04
Marketing Performance Dashboard
- What we build
- Pulls from your ad platforms, website analytics, and CRM.
03/ 04
Operations and Fulfillment Dashboard
- What we build
- For teams that need visibility into operational performance: open jobs by status, SLA compliance rate, average resolution time, team capacity and assignment, overdue items flagged in real time, and weekly throughput.
04/ 04
E-commerce and Inventory Dashboard
- What we build
- Connects Shopify (or your platform) to inventory management, fulfillment, and finance.
Proof: HVAC Company, USA
The situation
A US HVAC company had a manager spending every Monday morning pulling data from three sources into an Excel template. The report was outdated the moment it was sent. Management had no visibility between Monday reports.
What we built
A Power BI dashboard connected directly to their CRM, field reporting system, and job management tool. Data refreshes automatically. Management sees live pipeline, job status, and team performance at any time without asking anyone to pull anything.
- Liveno Monday report to build by hand
The Monday report now builds itself. Business decisions run on live data, not last week's snapshot.
HVAC company, Clutch-verified review. Full architecture available on request.
Case studies
Dashboards and reports we built.
HVAC company
HVAC owner asks Telegram for his numbers and saves 40+ hours a week, HVAC company, client build
Apex Heat and A/C: numbers on Telegram, 40+ hours a week saved
Screen printing shop
Print shop: jobs per month and tasks done right on one owner dashboard, Screen printing shop, client build
Screen Printing Northwest: the whole floor runs from one linked sheet
Phone repair shop
Phone repair shop sees every missed call and its ad results, Phone repair shop, client build
Missed calls counted right, even when several phones ring at once.
The stack
Works with the tools your team already uses.
- BI platformsPower BILooker Studio (Google Data Studio)
- Data sourcesAny tool with an API, database, or export, Google Ads, Facebook Ads, Shopify, Stripe, QuickBooks, HubSpot, Salesforce, Airtable, Google Sheets, and more
- Data pipelinen8nPythonGoogle Apps Scriptcustom ETL
- StorageGoogle SheetsSupabaseBigQueryPostgres
- EmbeddingPower BI embeddedLooker Studio shareablecustom React dashboard
Scope + timeline
Start small, prove it works, then scale.
Single-source dashboard
One data source, standard views, scheduled refresh
Multi-source dashboard
3-5 data sources unified, custom views, daily refresh
Full reporting system
All sources, automated refresh, drill-down views, alerts
Monthly maintenance
Data pipeline monitoring, new metrics, updates
Questions
The things owners ask before they commit.
That is exactly what this service is for. If a tool has an API, a database connection, or an export format, we can pull from it. We have connected Power BI and Looker Studio to Google Ads, Facebook Ads, Shopify, QuickBooks, HubSpot, Salesforce, Airtable, Stripe, and many others. We tell you upfront if a specific connection has limitations.
It depends on the data source and your needs. We can configure dashboards to refresh hourly, daily, or in real time where the source supports it. Most business dashboards update daily, which is sufficient for 95% of use cases.
No. We document everything and train your team to read and use the dashboard. For adding new metrics or connecting new sources, we offer a monthly retainer. You do not need a data engineer on staff.
Yes. We can configure dashboards as client-facing reports with appropriate data access controls. This is common for agencies that report on campaign performance to clients.
We build the data architecture to support expansion from day one. Adding a new metric typically means adding a data source connection and a new visual, not rebuilding from scratch.
Free 30-minute Lead Check
Tell us what you are currently building manually every week. We will automate it.
Book a free 30-minute dashboard audit. We will review your current reporting process, identify where the data lives, and show you exactly what a live dashboard would replace.
Get a Free 30-Min Lead Check