Data & Reporting

Data reporting dashboards that turn raw numbers into decisions you can act on.

Analytics dashboards and automated reports built around the metrics that actually matter to your business, so you stop digging through spreadsheets to find the one number you need.

The Number You Need, Not A Data Dump

Five tabs and a formula only you understand isn't a system.

Most small businesses track their numbers in a spreadsheet that grew organically over years, with no one else able to touch it without breaking something.

CBOS scores a business across four pillars automatically and emails a branded report the moment an assessment is finished. That same idea, turning inputs into a clear report without manual work, is what we build for you.

What's included

  • Custom analytics dashboards
  • Automated report generation and delivery
  • Data pulled from the tools you already use
  • Visualizations built for the decisions you make
  • Historical tracking and trend lines
  • Exportable reports (PDF, CSV)
Live Dashboards

The metrics that matter, at a glance.

Sales, leads, job status, or inventory, charted the way you actually think about your business, not a generic template that buries the number you need under ten you don't.

Weekly revenue, live

Automated Reports

The report that shows up without being asked.

Weekly or monthly summaries generated and delivered automatically, so nobody has to remember to pull the numbers, format them, and email them around every Monday morning.

schedule("weekly report")
→ generated Monday 7am
→ emailed automatically
FAQ

Common questions.

What kind of data can you pull into a dashboard?
Whatever your business already tracks: sales and revenue, leads and conversion rates, job or project status, inventory levels, or custom data from your own database. If it lives in a spreadsheet, a form, or another tool's API, it can usually feed a dashboard.
How often are reports generated?
Whatever schedule fits how you make decisions: daily, weekly, or monthly, delivered automatically by email or available any time inside the dashboard. There is no manual step where someone has to remember to run the report.
Do I need to know how to read data to use this?
No. Dashboards are built to answer the specific questions you ask most, in plain numbers and simple charts, not a raw spreadsheet dump. If you can read a scoreboard, you can read the dashboard we build for you.
Ready When You Are

Tired of digging for the number you need?

Tell us what you track today and how. The discovery call is free, and we'll tell you honestly what a dashboard would take to build.

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