Custom reports tailored to each client's needs and data, delivered automatically — alongside AI-powered forecasts that anticipate market trends and support smarter decisions, looking beyond account performance alone. Plus AI-assisted workflows built to improve operational efficiency.
Sample report with example figures, shown to illustrate the layout.
Reporting that runs unsupervised, monitoring that speaks up when something moves, and forecasting that sees what is coming.
Built once, branded, and sent on whatever day each client expects — without anyone assembling them.
Targets tracked across every client, with a note when something moves far enough to matter.
Advertising, sales, commerce and finance systems joined up, so one number means one thing everywhere.
Market research, competitor results and industry trends folded in alongside internal figures, then used to forecast what is coming.
Advertising, sales, commerce and finance brought together, so a report never disagrees with the accounts.
This last group is the one standard reporting tools leave out — and the reason a forecast can say something a dashboard cannot. Anything with a regular export can be added.
Hours spent compiling. Numbers that disagree. Analysts assembling spreadsheets instead of reading them.
Half of Friday goes on pulling numbers from five places, for a report that is already out of date by Monday.
Cost per lead is known. Cost per closed deal by channel is not, because the CRM and the ad platforms never speak.
Every client wants a different dashboard. Each is built from scratch, takes forever, and eventually breaks.
Other tools report the past. This one is built to see what is coming.
Internal figures combined with market research, competitor results and industry trends, then put through forecasting models built around one business and its decisions — set up inside the systems already in use, so there is nothing to migrate and no new subscription to carry.
Once the connections are live, each client's report builds, refreshes and sends itself. Agency time moves from compiling numbers to interpreting them.
Example schedule.
A standard reporting tool shows what happened last month inside accounts the business already owns. The difference here is what gets added to those numbers, and what is then done with them.
Connects the business's own accounts and shows what already happened, in a dashboard that cannot see past the company's own front door.
Brings the outside world in — market research, competitor results, industry trends, pricing and seasonality — then uses the combined picture to forecast what is coming next.
No new subscription, nothing moved somewhere unfamiliar. Everything is handed over in a form that runs inside the systems already in use.
| What arrives | What it is | Where it lives |
|---|---|---|
| Live dashboard | A page that is always up to date | The business's own account, open any time |
| Scheduled report | A branded summary on a set day | Straight to inboxes, nothing to log into |
| Cleaned records | A tidy, deduplicated version of the data | Stays on the business's own systems |
| Written analysis | A short report on what the numbers mean | A document to circulate internally |
A 20-minute call, with the top three opportunities written up the same day. No charge, no obligation.
A one to two week assessment producing a Data Health Report with a scorecard, issues log and prioritised recommendations.
Warehouse, dashboards, cleaning scripts, automations or insight reports built and handed into the existing environment.
Ongoing monitoring, dashboard maintenance and improvements, so reporting keeps working as the business changes.
Running paid media or client programmes across several platforms, and reporting to their own customers every month. The full setup, from joined-up numbers through to automated client reporting.
Selling online or across several sites, with orders, stock and takings scattered between systems. Clarity on what is actually selling and what it costs, without hiring an analyst.
Trades, clinics, salons, restaurants and independent shops losing hours to quotes, bookings, invoices and chasing. The repetitive admin handled automatically, starting with whichever job wastes the most time.
Bought individually or combined into one engagement. Scope is set after the discovery call.
Branded reports built once and reused across every client, refreshed automatically and delivered on whatever day each client expects.
Revenue, pipeline and client health in one view, with alerts when a figure slips and checks that catch a broken connection before a wrong number goes out.
Models built around one business’s decisions: demand and revenue projections, which customers are drifting, where spend actually returns, and what a change is likely to do before it is made.
The repetitive jobs that eat the week handled automatically — quotes and invoices raised, enquiries sorted and answered, documents read and filed, routine follow-ups sent. Each one built around how that business already works, with a person reviewing anything that reaches a customer.
Every engagement is quoted as a fixed price before work begins, whether that is a single dashboard or a full reporting setup with ongoing support. The discovery call is where the scope gets worked out.
A 20-minute conversation about how reporting and admin work today, followed the same day by a written summary of the top three opportunities. No charge, and no obligation to continue.
No. Dashboards, scripts and automations are delivered into systems already in use, so there is nothing to migrate and no extra subscription to maintain.
It depends on how many systems are involved and what condition the records are in. The first review gives a timeline before any work is quoted.
Written summaries are produced automatically from the connected figures on a schedule, then read and checked by a person before anything is sent. Nothing reaches a client unreviewed.
Only what the work genuinely needs is used, and how it is stored and when it is deleted are agreed in writing at the start. Wherever possible, records stay on the business's own systems. An NDA can be signed on request.
A short look at the current reporting setup, and a written summary of the three things costing the most time — sent the same day.