Can this replace my BI tool?

For most small and mid-size businesses, yes. Automated Google Sheets dashboards with live data deliver 90% of what a BI tool does at a fraction of the cost and complexity. If you already have a BI tool, we can feed data into it instead.

What data sources can you connect?

Anything with an API or export capability: HubSpot, Salesforce, QuickBooks, Xero, Asana, Monday.com, Google Sheets, Harvest, Stripe — and hundreds more via Make and n8n.

How often is the data updated?

You choose: every 15 minutes, hourly, daily, or weekly. Most teams start with daily pulls and increase frequency for critical metrics like pipeline and revenue.

Agencies & Consultants

You build client reports by hand every month — copy-pasting from Google Analytics, ad platforms, and project tools into a presentation deck.

Agencies spend 10–20% of delivery time on reporting — time that doesn't generate revenue. At a 50-person agency, that's the equivalent of 5–10 full-time employees doing nothing but building reports that could be automated.

Three ways to solve this

Pick the tier that matches where your team is today. Each includes a clear workflow, the tools involved, and what you can expect.

Starter

3–5 days

1–10 employees, owner builds reports manually in Google Sheets, no live dashboards.

Workflow

1Identify your top 3 reports: the ones you build every week and hate building.
2Connect your data sources (CRM, invoicing tool, project tracker) to a Google Sheet via Make — data pulls automatically on a schedule.
3Build clean, formatted dashboards in Google Sheets with charts that update themselves.
4Set up a Monday morning Slack message that drops the key numbers into your team channel — no login required.

Tools

Make Google Workspace Slack

Outcomes

Weekly reports build themselves — zero manual work.
Data is always current, not last Friday's snapshot.
Key numbers delivered to Slack every Monday morning.
Owner gets 6+ hours per week back.

Growth

1–3 weeks

10–50 employees, multiple departments need reports, data lives in 3–5 different tools.

Workflow

1Map all reporting needs by department: sales pipeline, project delivery, financial health, team utilization.
2Build a centralized data layer: Make scenarios pull data from HubSpot, project tools, and financial systems into a structured format on a scheduled cadence.
3Create role-based dashboards: sales managers see pipeline and forecast, delivery leads see project health, finance sees revenue and margins.
4Automate distribution: each stakeholder gets their dashboard via Slack or email at the cadence they need — daily, weekly, or monthly.

Tools

HubSpot Make Google Workspace Slack

Outcomes

Every department has live dashboards without manual work.
Data from 3–5 tools consolidated into a single view.
Stakeholders get the right numbers at the right time — automatically.
Team saves 15+ hours per week across the organization.

Scale

4–8 weeks

50+ employees, needs real-time visibility across the business with alerts and anomaly detection.

Workflow

1Build a real-time data pipeline that streams events from CRM, billing, project management, and support into a centralized data warehouse.
2Deploy automated anomaly detection: if revenue dips, churn spikes, or project delivery slows beyond thresholds, the right leader gets an immediate alert.
3Create executive dashboards with drill-down capability: start at company-level KPIs, click into department metrics, then down to individual deals or projects.
4Implement AI-generated insights: weekly narrative summaries that explain what changed, why it matters, and what to do about it.