Reporting & dashboards

Your month-end report should not start on Thursday night

One dashboard or automated report pack wired to data you already export — inventory, sales, ops, or management KPIs — with refresh steps your team can maintain.

From $500 · typical reporting sprint $500–$1,500

Proof

Wholesale distributor · 11 staff

Monthly management pack automated — finance review time down from ~2 days to ~3 hours.

Multi-site service business

Looker Studio dashboard on Google Sheets — branch leads open one link instead of five files.

Where reporting breaks

Each manager keeps their own version of the numbers
Leadership asks for a KPI you cannot pull without an hour of VLOOKUP
The “dashboard” is a PDF that was wrong before it was sent
Stock or pipeline numbers only exist in one person's head

Typical deliveries

Power BI or Looker model on top of your exports
Scheduled PDF/email pack on a calendar
RAG KPI tiles with named owners
Exception alerts when a metric crosses a threshold

We can add plain-English exception summaries — the numbers stay in your source system.

Example fixes

Clear scope, working output, clean handover.

Warehouse delay dashboard

From $500 · typical reporting sprint $500–$1,500

Before

Ops lead spent ~90 minutes each morning on CSV delay hunts.

Fix

Power BI on daily export with owners and 7am digest.

Outcome

Morning triage under 10 minutes.

Multi-branch service business

From $500 · typical reporting sprint $500–$1,500

Before

Branch managers sent different Excel formats weekly.

Fix

Standard input tabs → consolidated Looker dashboard.

Outcome

Leadership one-link review; branch prep halved.

Finance monthly pack

From $500 · typical reporting sprint $500–$1,500

Before

Month-end pack rebuilt from five sources.

Fix

Automated pack with exception highlights.

Outcome

Close shortened by two days.

Quick intake

Quick intake

Share what you report on today (sheet, export, or ERP dump). We will propose one dashboard or report automation scope.

ProblemWhereSituationGoalContact

Problem

What's the problem?

Get My Fix

Use the intake above or email hello@opspatch.com. Plain-language recommendation: what to build, what it costs, what it solves.