Automate · Stage 03

Automated Reporting

One place to see how the business is actually tracking.

Five logins and a Friday-afternoon spreadsheet is not a reporting system. A single dashboard pulling your marketing and sales numbers together automatically means you can see how the business is actually tracking in the time it takes to check your phone.

Who this is for: a business owner who currently has to ask “how are we doing?” rather than just looking it up.

What's included in our automated reporting

The numbers you'd actually act on.

A short workshop to pick 6–10 numbers, each with a written definition. For example, "an enquiry is a form sent or a call longer than 30 seconds".

One dashboard for every source.

Looker Studio pulling from GA4, Search Console, Google Ads, Meta Ads, your Google Business Profile, your CRM, and Xero, ServiceM8 or Cliniko.

The numbers that run the business.

Quotes sent and won, jobs or appointments booked, no-shows, money owed and time to first reply, next to leads and ad spend.

Always up to date.

Automatic daily refresh, with a timestamp showing when the data last updated.

A Monday summary in plain English.

A scheduled email with the week's key numbers and a three-line summary of what changed and why it matters. The summary is AI-written and checked by a person.

Alerts when something's off.

A message when leads drop sharply week on week, ad spend jumps, or overdue invoices pass a limit you set.

Works on your phone.

Laid out to read on a phone as well as a desktop.

The right access for each person.

Owners, managers and staff see what they need, and customer personal details stay out of the dashboard.

Training and a one-page guide.

A 30-minute walkthrough and your number definitions in writing.

You own: the dashboard and data sheets, in your own Google account.

Paid directly by you: any paid data connectors, which we name and price before building.

How we work

  1. Week 1

    Numbers workshop and data check

    What you want to know, and where the data lives.

  2. Weeks 1–2

    Definitions and a sketch

    Written definitions and a layout for approval.

  3. Weeks 2–3

    Connect and build

  4. Week 3

    Check against the source

    Every number compared with the system it comes from.

  5. Week 4

    Launch

    Scheduled emails, alerts and training.

  6. 30 days later

    Review

    Adjust what you find yourself not using.

Most reporting set-ups take 3–4 weeks.

Working with us

  • You deal with Prasenjit, the founder, from the first call to handover.
  • Our team is in Kolkata, India. Calls run 11 am–8 pm Sydney time. We keep working after your day ends, so small changes are often ready by the next morning.
  • We reply within one Australian business day.
  • We write for Australia. Copy and campaigns use Australian English and are checked against the ACCC, Ahpra, Spam Act and Privacy Act rules that apply to your business.
  • You own your accounts. We work inside accounts in your name, and you can remove our access at any time.

Also part of Automate