Data refresh
Each month's new data lands on the dashboard without you doing anything.
Monthly review
A dashboard built once and left alone stops being opened within three months. It earns its place when the data is refreshed every month and someone reads the numbers and says what changed.
Who it is for
- Companies with a dashboard nobody opens regularly
- Teams with no one inside to refresh the data
- Anyone spending time each month building the management report by hand
What you get
One-page summary
What changed and where to look — written to be read by management, not decoded.
Comparison with last month
Not just this month's numbers, but which way the trend is moving.
Review meeting
Once a month we sit with the numbers until there is a decision, not just a report.
What I need from you
- Each month's new data file
- 45 minutes to an hour for the review meeting
How long it takes
Ongoing, month to month. The refresh and summary arrive within three to five working days of the data.
Common questions
What if you did not build our dashboard?
That is fine, as long as there is a way to get at the data. One look is usually enough to say whether it will work.
How long is the contract?
There is no long contract. It runs month to month, and you stop it if it is not earning its keep.
What does "AI insight" mean?
The numbers written out in plain language — like the "Ask the AI" panel in the demo above. I read what it produces before it goes to you.
Shall we look at your data together?
The first 30 minutes are free, with no conditions. I will look at your current reports and tell you what is possible.
Book a free 30-minute call