An automated reporting dashboard that updates itself
Sales, bookings, invoices or project hours from your spreadsheets and tools, combined into one clear dashboard that refreshes on its own. Built in Looker Studio or Google Sheets, so there's no new licence to pay.
€490
The problem
Sound familiar?
- Every Monday someone exports data from 2–3 tools and rebuilds the same spreadsheet.
- Numbers in different files don't match and nobody is sure which is right.
- You only look at the figures at month end, when it's too late to react.
The outcome
What you get
- One dashboard with up to 10 charts or KPIs that matter to you.
- Data pulled automatically from up to 3 sources and refreshed on a schedule.
- Clear definitions of each number, so everyone reads it the same way.
What's included
- Up to 3 data sources (e.g. Google Sheets/Excel, accounting or e-commerce export, CRM, Google Analytics)
- Data cleaning and combining with an automated workflow where needed
- One Looker Studio or Google Sheets dashboard, up to 10 charts/KPIs
- Scheduled refresh and an optional weekly email snapshot
- Short guide with the definition of each KPI
- 1 round of changes and 14 days of fixes
Not included (scope limits)
- Paid BI tools (Power BI Pro, Tableau) — possible as a custom project
- Sources without export or API access
- Historical data clean-up beyond 24 months
- Financial or tax advice based on the numbers
Your data
Your data stays in your accounts
- Runs in your own accounts, or on your server with self-hosted n8n; EU hosting by default.
- GDPR art. 28 data processing agreement when we handle personal data for you.
- Least-privilege access; credentials stay with you; access removed and no copies kept after handover.
- Your data isn't used to train AI; sensitive workflows can avoid external AI entirely.
Timeline: 10 working days
- 01
Intake
Which questions should the dashboard answer, and where does the data live? Share sample exports.
- 02
Build
We connect and clean the data and draft the dashboard; you review a first version around day 6.
- 03
Handover
Final version, scheduled refresh, guide and 14 days of fixes.
Clear, fixed price
Reporting Dashboard
€490final price
Secure checkout by Stripe. You'll be asked whether you're buying as a business or a consumer.
After payment you're taken to a short intake form. Work starts when the intake is complete (consumers: see the 14-day withdrawal right in the terms).
See it working
Try the interactive demo
Invoice payment reminders (demo)
DEMO · fictional data · nothing is sent
1 · What comes in
- INV-1101 · €480.00Oakridge Furniture Ltd (demo)Due: 24 Oct · overdue: 3 d · Last reminder sent: none
- INV-1097 · €250.00Green Leaf Café (demo)Due: 14 Oct · overdue: 13 d · Last reminder sent: friendly
- INV-1090 · €1,200.00Hartley & Co (demo)Due: 1 Oct · overdue: 26 d · Last reminder sent: firmer
- INV-1099 · €320.00North Bikes (demo)Due: 16 Oct · paid · Last reminder sent: friendly
- INV-1104 · €150.00Bluebell Design (demo)Due: 11 Nov · due in: 15 d · Last reminder sent: none
2 · What the automation does
- 1Read the invoice list
- 2Skip paid invoices and invoices not yet due
- 3Pick the stage: friendly 3+ days overdue, firmer 10+, final 20+
- 4Write the email in the tone of the stage
- 5Flag final-stage invoices to the owner
- 6Build the overview with totals
3 · Result
Press “Run the automation” to see what it would send. Change the inputs on the left first if you like.
Manual vs automated
- Manual
- 23 min / week
- Automated
- 7 min / week
- Time saved
- 16 min / week
- ≈ 1.2 hours saved per month
How we calculate this
- 1 min per invoice to check if it's paid
- 6 min to write and send each reminder
- This run: reminders 3, invoices 5 → 4.6 min per invoice
- The automation takes over 70% of the task time (the same assumption as our hours-saved calculator). The rest stays with you: reading replies, checking documents, judgement calls.
Want this with your own tools?
Document & Payment Chaser for accounting firms · from €290
For technical teams: download the n8n workflow (JSON) — Same logic as this demo. Fictional data, no credentials, email steps disabled.
Frequently asked questions
Why Looker Studio or Google Sheets?
Both are free with a Google account, easy to share and good enough for most small businesses. If you already use Power BI, ask via the request form.
Is my data copied anywhere?
The data stays in your Google account and your source tools. We work through the access you grant and remove it at the end.
Can you add more sources later?
Yes, as a small follow-up quote, or within the Care Plus plan for small changes.
Ready when you are
Buy now for a fixed price, or send a request if you'd like to check the fit first. No calls required.