# Reporting and dashboards: See the whole business on one screen, and trust it.

Revenue in one tool, pipeline in another, ad spend in three more, and a spreadsheet nobody wants to update. We connect them, agree what each number means, and give leadership one dashboard that's right every morning.

Works with: Google Sheets, Looker Studio, Metabase, HubSpot, Zoho, Shopify, Google Ads.

## From scattered tools to one set of numbers

1. **Your systems**: CRM, ERP, store, ads
2. **Connected**: Pulled daily
3. **Defined**: One meaning per number
4. **Dashboard**: By role
5. **Alerts**: When something moves

## What it looks like in your industry

### [D2C and ecommerce](https://legendarygrowthsolutions.com/industries/d2c): Contribution margin by SKU and channel

Orders, ad spend, shipping, returns and fees combined into margin per order, every morning.

Shopify and marketplaces -> Ad platforms -> Courier and payment fees -> Margin by SKU

### [FinTech and wealth](https://legendarygrowthsolutions.com/industries/fintech): AUM, flows and pipeline

Custodian, portfolio system and CRM combined into AUM, net new assets and pipeline by advisor.

Custodian feed -> Portfolio system -> CRM pipeline -> Advisor scorecard

### [Insurance](https://legendarygrowthsolutions.com/industries/insurance): The book at a glance

Premium, policies in force, retention and renewals due, by producer and line, straight from the AMS.

AMS data -> Carrier statements -> Renewal pipeline -> Producer scorecard

### [Legal](https://legendarygrowthsolutions.com/industries/legal): Cases, intake and realisation

Leads by source to signed cases, matters by stage, and billed versus collected by attorney.

Call tracking -> Intake CRM -> Case management -> Firm dashboard

### [Beauty and wellness](https://legendarygrowthsolutions.com/industries/beauty-wellness): Utilisation and rebooking by provider

Booked hours, no-shows, rebooking and revenue per provider and per location.

Booking software -> Payments -> Ad spend -> Clinic scorecard

### [Cannabis retail](https://legendarygrowthsolutions.com/industries/cannabis): Every store side by side

Sales, basket size, loyalty and review rating per location, with alerts when one starts slipping.

POS -> Loyalty -> Google reviews -> Store comparison

## What goes into it

### Data connections

Pipelines from every system you use, refreshed on a schedule you can rely on.

### Dashboards by role

Leadership, team leads and operators each see what they need.

### ERP and accounting data

Financials from Tally, Zoho, Odoo or SAP alongside the operational numbers.

## What we measure

- **Time to answer.** How long it takes leadership to get a number they trust.
- **Manual reporting hours.** Time spent building spreadsheets and decks, which should go to zero.
- **Data freshness.** How current every number on the dashboard is.

## Questions

### Which tools do you build dashboards in?

Whatever suits the team: Looker Studio, Metabase, Power BI, Google Sheets, or a custom dashboard when none of those fit.

### What if our data is a mess?

It usually is. Part of the work is agreeing definitions and cleaning up at the source, so the dashboard stays right.

### Who owns the dashboard?

You do: accounts, data and code, in your name.

## Other outcomes

- [Lead generation](https://legendarygrowthsolutions.com/solutions/lead-generation)
- [Speed to lead](https://legendarygrowthsolutions.com/solutions/speed-to-lead)
- [Back-office automation](https://legendarygrowthsolutions.com/solutions/back-office-automation)
- [Customer support](https://legendarygrowthsolutions.com/solutions/customer-support)
- [Retention and repeat](https://legendarygrowthsolutions.com/solutions/retention)

[Talk about reporting](https://legendarygrowthsolutions.com/contact?interest=custom-solutions) or email hello@legendarygrowthsolutions.com. Markdown twin of https://legendarygrowthsolutions.com/solutions/reporting.