Weekly KPI reporting and owner dashboard
Leads, estimates, jobs, revenue, and reviews from every system land on one page refreshed each morning, with a weekly summary sent to the owner.
Numbers live in the CRM, the accounting software, the ad accounts, and the review site. Building the weekly report takes half a day, and by the time it is done the numbers have moved.
- 01Trigger
Morning refresh
The schedule pulls every connected source before the day starts.
- 02Qualify or process
Reconcile the numbers
Agreed definitions applied; week compared to the prior period; swings checked.
- 03System update
Refresh the page
The dashboard updates; sources that failed are marked unavailable.
- 04Customer communication
Owner and managers (internal)
This step is internal: the recipients are the owner and the managers who share the page.
- 05Human escalation
Owner decides
The weekly summary names the three biggest changes; the owner acts in the systems.
- 06Measurement
Trusted numbers
Sources refreshed on time, flags raised, and definitions changed, monthly.
Best for
- Owners who want one page instead of five logins
- Businesses where the weekly report is built by hand or not at all
- Companies with a manager who needs the same numbers the owner sees
Trigger
A schedule refreshes the dashboard each morning and sends a summary each week.
Inputs
- CRM pipeline: leads, estimates, and jobs by stage
- Revenue and receivables from the accounting system
- Ad spend and calls from the ad accounts and the Google Business Profile
- Reviews and website activity
Actions
- Pull each system on schedule
- Apply agreed definitions so a lead means the same thing in every source
- Compute the week's numbers against the prior period
- Refresh the dashboard and send the weekly summary with the three biggest changes
- Flag any source that failed or any number that moved more than expected
Outputs
- A dashboard refreshed every morning
- A weekly summary the owner reads in two minutes
- Data-quality notes so nobody trusts a bad number
Human handoff
The report shows changes and flags them; the owner decides what to do. Definitions change only when a person changes them, with a note on the dashboard.
Exceptions
- A source that is down shows as unavailable, never as zero
- A definition change is dated on the dashboard so history stays honest
- A large swing is checked against the source before the summary goes out
- A new pipeline stage is added to the dashboard by a person, not guessed
Required access
- Read access to each source system
- Agreed definitions for each number on the page
- A place to host the dashboard the owner can open from a phone
Important limitations
- The dashboard is only as clean as the pipeline stages behind it; a messy CRM produces a messy page
- Attribution across systems is approximate and labeled as such
- Each additional source adds validation time before it appears on the page
- JobNimbus
- QuickBooks Online
- Google Business Profile
- Google Sheets
- Slack
- JobNimbus
- QuickBooks Online
- Google Business Profile (validate first)
- Google Sheets
- Slack
Two to three weeks, adding sources one at a time
$8,000 to $25,000
The range for the tier this workflow usually falls in. Your number comes in a written scope. Pricing →
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