Reporting and dashboards

Reports that build themselves. The Monday report pulls pipeline, cash, tickets and orders from where they live, posts itself at 8:00 and links every number to its rows. Dashboards refresh from HubSpot, Sheets, Stripe and your shop on a schedule, not when someone remembers. Before any chart is built, every metric gets one written definition and one source, which is the part that makes the numbers agree.

Our numbers never match. They match once each metric has one definition and one source. That is the first week of every reporting project, and it is written down before a single chart exists.