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Startups · A Series A marketplace startup · Sample

One dashboard instead of five spreadsheets

Replaced weekly spreadsheet exports with a warehouse, a pipeline, and dashboards the whole company reads. Board reporting went from a week of prep to a link.

Services: Build, Grow · 5 weeks

The challenge

Product, payments, ads, support, and CRM data lived in five tools. Every Monday a PM exported CSVs and reconciled them by hand. Numbers changed between the team meeting and the board deck, and nobody could explain why.

The approach

  1. Stood up a warehouse and ingestion for all five sources with tested, versioned transformations.
  2. Defined the metrics once, in code, with owners: GMV, take rate, liquidity by city, payback by channel.
  3. Dashboards for leadership, ops, and growth, each answering the questions that team actually asks.
  4. A reporting agent drafts the weekly summary from the same models and flags anything that moved more than expected.

Results

Illustrative composite figures, shown to demonstrate the reporting format. Real engagements report against the metrics you already track.

Results

5 → 1

data sources consolidated into one warehouse

Illustrative

<10 min

to refresh the full board report

Illustrative

5 wks

from kickoff to daily use

Illustrative

Bring us the next one.

Scoped in a week, shipped in sprints, measured against your own numbers.