Who it is for
A good fit if your team is…
- Teams building the same report by hand every week
- Managers getting different numbers from different spreadsheets
- Owners who want answers about margin, demand or performance, not just charts
Data Analytics & Dashboards
Turn scattered data into decisions you can defend.
Data pipelines, analysis and dashboards that join your CRM, finance and operations data, with one agreed definition behind every number.
The problem
Where this helps.
Reports disagree because every team exports its own spreadsheet. The dashboard looks finished, but nobody can explain where a number came from, and the questions that matter most never get analysed at all.
Discuss your workflowHow it runs
From source systems to decisions, step by step.
- 01Source systemsData pulled from the tools you use
- 02Clean & validateDuplicates, gaps and errors fixed at the source
- 03ModelThe data model behind the product
- 04AnalyseTrends, margins and forecasts explained
- 05DecisionsYour team acts on numbers it trusts
Typical timeline
First dashboard typically in 2–3 weeks
Scope and price are fixed before the build. You see working software every week.
How it worksExamples
What Data Analytics & Dashboards can look like.
Operations dashboard
Jobs, backlog, response times and workload in one view, refreshed automatically.
Revenue and margin analysis
Sales, invoices and costs joined from your CRM and accounting tools, by customer, service and month.
Forecasts and alerts
Demand and cash forecasts, with an alert when a number moves outside its normal range.
Tools we often use
We work with the tools you already have wherever possible.
Google Sheets
Looker Studio
Power BI
Metabase
BigQuery
PostgreSQL
Python
Xero
What is included
A useful scope, with clear edges.
01
Source inventory, data model and written metric definitions
02
Pipelines into a warehouse or a well-structured database, with validation
03
Dashboards, scheduled reports and alerts on the numbers that matter
04
Analysis that answers real questions: trends, cohorts, margins and forecasts
Built-in controls
Clear automation. Clear handoffs.
We agree who owns each metric, how often it refreshes and which gaps are acceptable. A number without a trustworthy source should not drive a decision, so every dashboard shows its source and when it was last updated.
Security and engineering practicesHow it works
From first message to a working system.
- 01Send a briefDay one
- 02Review and recommendationWithin a few days
- 03Fixed scope and proposalBefore any build
- 04Build in weekly releasesTypically 2–8 weeks
- 05Launch and handoverLaunch week
- 06Support and improveOptional, monthly
Questions
Data Analytics & Dashboards: common questions.
Which dashboard tool do you use?+
Whichever your team will actually open: Looker Studio, Power BI, Metabase, a custom dashboard or a well-built spreadsheet.
Why do our numbers disagree today?+
Usually because each report defines a metric differently. We agree one definition per metric, write it down and build every report from it.
Can we ask questions about our data in plain English?+
Yes, once the data is modelled. We can add an AI assistant that answers questions from your warehouse and shows the query behind each answer.
How up to date is the data?+
Agreed per report, from near real time to daily, and every dashboard shows when it was last refreshed.
Start a project
Tell us what needs to work better.
Share the workflow, product or operational bottleneck. We’ll review the context and recommend the most practical next step.
Email usinfo@sequenceautomate.comAsync-first. Available worldwide.
No meeting required to send your brief.