Core Service

KPIs, Reporting & Dashboards

One source of truth, built once — instead of five spreadsheets that all say something slightly different.

What This Service Solves

Most startups track what's easy to track, not what actually matters — and every team ends up with its own version of the numbers. Leadership gets three different answers to "how are we doing" depending on who's asked. This service starts by defining the KPIs that actually reflect business health for your stage, then builds the dashboards and reporting pipelines that keep everyone looking at the same numbers.

What's Included

KPI Definition & Monitoring

Identifying the metrics that actually matter for your business stage and function, with clear ownership and review cadence.

KPI Dashboards

Available as ready-to-use sellable templates or fully custom on-demand builds, in Jira, Excel, or Google Sheets.

Excel / Google Sheets Dashboards

Clean, maintainable dashboard builds for teams not yet ready for a dedicated BI tool.

Automated Reporting

Pipelines that pull from your raw data sources and generate reports automatically, removing manual compilation work.

Reports & Templates

Gantt charts, project trackers, and other templates, available as standalone sellable products or built to your specifications.

Who This Is For

Founders and operators who don't currently trust the numbers they're looking at.
Teams manually compiling reports from multiple spreadsheets every week.
Startups that need investor or board-ready reporting but don't have a data/BI function yet.
Anyone who wants a professional Gantt chart, tracker, or dashboard template without building it from scratch.

How This Is Delivered

From off-the-shelf templates to fully automated reporting pipelines.

Sellable Templates

Ready-to-use Gantt chart, tracker, and dashboard templates — available for direct purchase, no custom build required. See the full range on our Products page.

Browse Products

On-Demand / Project-Based

A custom KPI framework and dashboard built specifically for your business and data sources.

Fractional Retainer

Ongoing KPI ownership — monitoring, refining, and reporting on the metrics that matter, as your business evolves.

What You Walk Away With

KPI framework document (metric definitions, owners, review cadence)

Custom dashboard (Jira, Excel, or Google Sheets — built to your data)

Automated reporting pipeline connected to your source data

Gantt chart / project tracker template

Board or investor reporting template

Documentation so your team can maintain and extend the dashboard independently

Get Everyone Looking at the Same Numbers

If your last leadership meeting had a debate about whose spreadsheet was right, this is worth a conversation.

Book a Free Consultation