Solution · Operations reporting
See the whole business.
Without copying spreadsheets.
Unify revenue, marketing spend, pipeline velocity, and delivery metrics into real time executive dashboards and daily operational digests with zero manual data compilation.
A good fit when…
Founders and operations directors should not spend Friday afternoons exporting CSV files from Stripe, QuickBooks, HubSpot, Google Ads, and project boards to understand company health. I build automated reporting pipelines that aggregate cross platform data into live dashboards and concise daily executive digests, giving you clear operational visibility to make fast, informed decisions.
- The manual reporting tax
- Founders and operations directors lose Friday afternoons exporting CSV files from five different platforms, stitching numbers into a master spreadsheet, and fixing broken formulas.
- Conflicting operational metrics
- Sales reports one revenue number in your CRM while accounting reports another in QuickBooks, leaving leadership uncertain about true cash flow.
- Cash flow and margin opacity
- Project profit margins and team utilization remain invisible because deliverable hours, subcontractor invoices, and software subscriptions live in disconnected tools.
What we can build.
- Cross platform data pipelines
- Extract data automatically on schedule via APIs from Stripe, QuickBooks, HubSpot, Google Ads, Meta, and project management tools.
- Unified operational data model
- Normalize currencies, dates, and campaign identifiers into a structured PostgreSQL database or central analytical warehouse.
- Daily executive digest notifications
- Deliver automated morning briefings to leadership in Slack or email showing new revenue, pipeline movements, and active project health.
- Live executive dashboards
- Build fast, responsive dashboard interfaces displaying customer acquisition cost, lifetime value, cash flow, and team utilization metrics.
How the work takes shape.
- 01Identify critical business KPIs
We define the top numbers leadership needs to steer the business, avoiding vanity metrics and focusing on cash, pipeline, and delivery margins.
- 02Engineer reliable extraction and sync jobs
We build scheduled n8n workflows or backend workers that pull updates, handle rate limits, and record audit timestamps.
- 03Design intuitive dashboards and alert queues
We create clean visual interfaces and automated anomaly alerts that notify management when key metrics drift outside normal bands.
A useful starting point.
To begin, bring a sample of your current weekly reporting spreadsheet and a list of the source applications containing your business records.
I work directly with founders and operations leaders to deliver reliable reporting infrastructure that eliminates administrative guesswork.
Scope depends on data source count, historical data cleanup needs, transformation rules, and whether custom web dashboards or existing tools are preferred.
This service builds automated data extraction pipelines and visualization interfaces. It does not provide certified tax, audit, or financial advisory accounting.
Before we begin.
Can we use our existing BI tool like Looker Studio or Metabase?
Yes. We can feed the unified database directly into Looker Studio, Metabase, Tableau, or build a custom lightweight web dashboard.
How frequently is the data refreshed?
Pipelines can run in near real time via webhooks or on scheduled hourly, daily, or weekly intervals depending on API rate limits and business needs.
How do you handle currency conversions and refunds in Stripe?
The data model accounts for refunds, disputes, platform fees, and multiple currencies, ensuring reported revenue reflects true cash collected.
What happens if a source API changes or disconnects?
The pipeline includes automated health monitors that alert us immediately if an authentication token expires or an endpoint fails to return data.
What would a better
way of working look like?
Tell me about the task, the process, or the idea.
contact@younesnadif.com