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08 · Run

Four numbers you trust beat forty you do not.

Most reporting is a Monday morning spent exporting CSVs into a spreadsheet that is wrong by Wednesday. We build the pipeline once, the dashboard on top of it, and the report that lands in your inbox every Monday at 7am without anyone doing anything.

See pricing

Monday 7am

the report arrives before you do

One source

a warehouse every dashboard reads from

Yours

data in your own Postgres or BigQuery, never a vendor lock-in

Sample data · not a live dashboard

This is the whole Monday report.

Twelve months of sample data for a repair business whose marketing budget barely moves: what it earned, what booked, what a booking cost to win, and who did not turn up. Four numbers, each with a written definition further down the page.

  • Revenue

    Higher is better

    $56,400

    +$1,300

    vs Aug

    Revenue, twelve months of sample data from Oct to Sep, latest $56,400Oct $41,800, Nov $38,400, Dec $36,900, Jan $39,200, Feb $37,600, Mar $42,300, Apr $45,100, May $48,700, Jun $53,200, Jul $57,900, Aug $55,100, Sep $56,400

    Low $36,900 in Dec · high $57,900 in Jul

  • Booked jobs

    Higher is better

    181

    +5

    vs Aug

    Booked jobs, twelve months of sample data from Oct to Sep, latest 181Oct 142, Nov 131, Dec 124, Jan 133, Feb 128, Mar 146, Apr 153, May 162, Jun 174, Jul 189, Aug 176, Sep 181

    Low 124 in Dec · high 189 in Jul

  • Cost per booked job

    Lower is better

    $40

    +$2

    vs Aug

    Cost per booked job, twelve months of sample data from Oct to Sep, latest $40Oct $46, Nov $51, Dec $55, Jan $49, Feb $52, Mar $44, Apr $41, May $39, Jun $36, Jul $34, Aug $38, Sep $40

    Low $34 in Jul · high $55 in Dec

  • No-show rate

    Lower is better

    6.1%

    −0.7 pts

    vs Aug

    No-show rate, twelve months of sample data from Oct to Sep, latest 6.1%Oct 8.4%, Nov 8.9%, Dec 9.6%, Jan 8.1%, Feb 7.7%, Mar 7.2%, Apr 6.9%, May 6.5%, Jun 6.2%, Jul 5.8%, Aug 6.8%, Sep 6.1%

    Low 5.8% in Jul · high 9.6% in Dec

Hover or use the arrow keys on a chart to read any month.

Add a dashboard to a package · From $2,800
The twelve months as a table
Sample data. Twelve months for an illustrative repair business, oldest first.
MonthRevenueBooked jobsCost per booked jobNo-show rate
Oct$41,800142$468.4%
Nov$38,400131$518.9%
Dec$36,900124$559.6%
Jan$39,200133$498.1%
Feb$37,600128$527.7%
Mar$42,300146$447.2%
Apr$45,100153$416.9%
May$48,700162$396.5%
Jun$53,200174$366.2%
Jul$57,900189$345.8%
Aug$55,100176$386.8%
Sep$56,400181$406.1%

What is in it

  • Business dashboards

  • Sales dashboards

  • Customer analytics

  • Inventory reports

  • Revenue reports

  • Employee performance dashboards

  • Marketing analytics

  • Automated reports

  • Data warehouses

  • ETL / ELT pipelines

  • Business intelligence

A revenue dashboard for a three-location clinic

Appointments, no-shows, revenue per provider and per marketing source. One screen, refreshed hourly.

  1. 1

    Nightly pull from the practice system and Stripe

  2. 2

    Warehouse in Postgres

  3. 3

    Dashboard with per-location filters

  4. 4

    Monday email to the owner and each location lead

Three ways to buy it

the flagship

Business Dashboards

Sales, customers, inventory, revenue, staff and marketing on one screen that is right.

One source

every chart reads from the same warehouse

From $2,800

Automated Reports

The Monday report, the month-end packet and the investor update, assembled and sent on their own.

Monday 7am

the report is in the inbox before the coffee

From $1,600

Data Warehouse & Pipelines

ETL and ELT from every system into a warehouse you own, so every report reads from one place.

Yours

in your own Postgres or BigQuery, never a vendor lock-in

From $8,000

Metric definitions

Every number on that screen has one meaning, written down.

Before we build the first dashboard you sign off on a page like this one. It is the difference between a report people argue with and a report people act on.

Signed off before the first dashboard is built, and changed only in writing.

Revenue

Higher is better

Money invoiced for work completed in the month, after discounts and before refunds, taken from the accounting system rather than the job software so it matches the books.

Read from The accounting system, not the job software

Booked jobs

Higher is better

Appointments confirmed on the calendar in the month, counted once each, whichever channel they came through and whether or not the customer had booked before.

Read from The scheduling calendar

Cost per booked job

Lower is better

Everything spent on marketing in the month divided by the jobs that actually booked, so a click or a call that went nowhere still counts against it.

Read from Ad platforms and the calendar together

No-show rate

Lower is better

Booked appointments where the customer was not there, or cancelled inside 24 hours, as a share of every appointment booked in the month.

Read from The scheduling calendar

Add a dashboard to a package · From $2,800

Pricing

From $2,800

A dashboard on data you already have from $2,800. Warehouse plus pipelines from $8,000.

Automated reports are included in Operator and Full Desk. Pipeline monitoring under any managed plan.

Add to a packageAll project rates

Questions

Metabase or Looker Studio for most businesses, because they are cheap and your team can build their own charts. Power BI if you live in Microsoft 365.

Platforms we use here

Postgres

GCP

QuickBooks

Shopify

HubSpot

Google Workspace

Microsoft 365

AWS

Book the 30 minutes. Worst case, you leave with a plan you can hand to someone else.

No deck. No pitch. You talk about what your week actually looks like and we write down what we would fix first.

pst@balsamsolutions.com

The answering desk never closes. Nights, weekends, holidays, storm weeks.

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