OPERATE · VAULT BUSINESS SOLUTIONS
Business Dashboard & Reporting System
See how your business is performing without building reports by hand. Vault defines your key numbers, connects your existing tools and builds a live dashboard with automated weekly reports, in 5 working days.
You find out how the month went after it is over.
The numbers live in the CRM, accounting software, spreadsheets and ad accounts. Building a report means exporting, copying and formatting, so it rarely happens.
Without current numbers, decisions about spending, hiring and pricing are made on instinct.
The numbers that matter, live and in one place.
Vault agrees the KPIs that drive your business and builds a dashboard that updates from your existing systems.
- Agreed KPIs with clear definitions
- Live data from your existing tools
- A one-page view for owners and managers
- Automated weekly summary in your inbox
Who the Business Dashboard & Reporting System is for
Owner-managed SMEs
You need a clear view of the business in five minutes a week.
Sales-led businesses
Pipeline, conversion and revenue need tracking.
Multi-team businesses
Managers need accountability for their numbers.
Businesses reporting to partners or investors
Regular, consistent reporting is expected.
What Vault builds for you
Every item below is part of the Business Dashboard & Reporting System package scope.
- KPI workshop and definition sheet
- Data source audit
- Dashboard platform setup: Looker Studio, Power BI, Zoho Analytics or similar
- Connections to up to 4 data sources
- Sales and pipeline view
- Operations or jobs view
- Marketing and lead source view
- Finance summary view from your accounting data
- Targets and variance indicators
- Automated weekly email report
- Access permissions
- Data refresh and maintenance guide
What you receive at handover
- A live dashboard
- KPI definition sheet
- Automated weekly report
- Maintenance guide
- Recorded walkthrough
Not included in this package
- Platform licence fees
- Data warehouse or custom data engineering
- Cleaning of large historical datasets
- Financial analysis or accounting advice
Need any of these? Ask when you start the project and we will quote it alongside this package.
From start to handover in 5 working days
The delivery clock starts once payment is received, your intake form is complete and the content, assets and access listed below have been supplied. Approvals and verification controlled by third parties (for example Google, Meta, domain registrars or payment providers) follow those providers’ own timelines.
- Day 0–1
KPI workshop
We agree the questions the dashboard must answer and define each KPI.
- Day 2
Data connections
Data sources are connected and tested.
- Day 3–4
Dashboard build
Views, charts, targets and filters are built.
- Day 5
Reports and handover
Weekly reports are automated and the dashboard is handed over.
Client inputs
Once you start, you receive a short intake form. Delivery runs on schedule when these are ready:
- A 90-minute KPI workshop with the owner or management
- Access to the tools holding your data: CRM, accounting, spreadsheets, ads
- Current targets or budgets if available
- List of people who need access
Excluding VAT. Third-party subscriptions billed separately.
- Delivered in 5 working days
- One consolidated round of revisions included
- Everything set up in your name and handed over
- Recorded walkthrough of how to use it
The starting price covers the scope described on this page. Larger requirements are quoted before any payment is taken.
What happens after you start
- Within 1 working day
Confirm the fit
We review your request, confirm the package and scope are right for you, and send the invoice and intake form.
- Day 0
Payment and intake
You pay the invoice and complete the intake form, then share the content, assets and access listed on this page.
- Delivery clock running
We build
Vault produces, quality-checks and presents the work for your review on the stated timeline.
- Final day
Handover
You receive everything, with access, a walkthrough and a recommendation for the next system worth adding.
Business Dashboard & Reporting System questions
What if our data is in spreadsheets?
Spreadsheets can be connected. We may tidy their structure so the dashboard stays reliable.
Which dashboard tool do you use?
Looker Studio is free and works well with Google tools. Power BI suits Microsoft environments. Zoho Analytics suits Zoho users. We recommend one during intake.
Will it update automatically?
Yes, for connected sources. Refresh frequency depends on the platform and data source.
Can you add more data sources later?
Yes. Additional sources can be added under the Vault Systems Care Plan or as a separate quote.
Packages that work with this one
CRM & Sales Pipeline Setup
Every enquiry captured in one CRM, with pipeline stages, follow-up tasks and a clear view of what is closing.
Business Operations Setup
One connected backend for enquiries, clients, quotes, invoices, jobs, files, templates and dashboards.
Automation & Workflow Setup
Forms, notifications, approvals and document routing that run automatically.
SME Digital Transformation
A phased programme to move an established SME from spreadsheets and paper to connected systems.