Data & BI, done for you · coaching · ecommerce · agencies · advisory
We take care of your data. You get real-time reporting you can trust.
Simplified Dashboards is a done-for-you data and business intelligence team. We connect the tools you already run, clean what is in them, and deliver live reporting your sales, marketing and leadership teams can act on, wherever you need it.
Built on the stack you already run
GoHighLevel
Shopify
Close CRM
Stripe
Looker Studio
We also connect Shopify, WooCommerce and custom-built storefronts, HubSpot, Keap, Kajabi, GoCardless, Meta, Google, YouTube, TikTok and LinkedIn Ads, Google Analytics, Zapier, n8n, Calendly, Slack, Google Sheets, your data warehouse and whatever your fulfilment and scheduling run on. If it has an export or an API, it joins.
Who this is for
Four roles · the same fix
Who this is for, and what you get.
If your numbers disagree, it is not because your team is careless. Spreadsheets and disconnected tools cannot keep three systems in agreement. These are the four people we build for.
Founder / CEO
Your finance, ops and sales teams report different revenue numbers for the same month, and you cannot tell which one is right.
- What you get
- One revenue report, reconciled to Stripe every day, that all three teams read from.
- Why it matters
- Your meetings go back to being about decisions instead of about whose number is correct.
Sales lead
Commissions are calculated by hand across several spreadsheets, so reps find out what they earned weeks late and disputes are routine.
- What you get
- A statement for every rep on the day the cycle closes, produced from one set of rules.
- Why it matters
- Reps trust their pay, and you stop spending days proving a number that was already right.
Agency owner
You know exactly what you spend on ads, but not which campaigns produced revenue once refunds and no-shows are counted.
- What you get
- Every dollar collected traced back to the ad, the offer and the person who closed it.
- Why it matters
- You move budget based on what actually came back, not on last click.
Ecommerce owner
Shopify, your ad accounts and your bank balance report a different number for the same week, and none of them agree once refunds, chargebacks and renewals land.
- What you get
- One net revenue figure by channel, campaign and SKU, after refunds and chargebacks, reconciled to what actually hit the account.
- Why it matters
- You scale the campaigns that produced cash, not the ones that produced checkouts.
If one of these sounds like your Monday, thirty minutes on a call is enough to map the fix.
Book a 30-minute Revenue Leak CheckWhat we do
Designed · built · operated for you
We take care of the whole data layer, end to end.
Not software, and not a dashboard template. A team that builds and runs everything below on your own stack, so your revenue teams work from numbers that are current and correct.
- 01For the revenue team
Real-time sales dashboards
Everyone selling sees where they stand, all day, on live numbers.
- Rep leaderboards that update through the day
- Close rate by closer, offer and channel
- Show rates, no-shows and cash collected, live
- 02For marketing and media buying
Marketing attribution
Every dollar of ad spend traced to the revenue it actually produced.
- True ROAS by channel, campaign and offer
- Refunds and no-shows counted against the source
- Budget calls made on collected cash, not clicks
- 03For sales leadership
Commission automation
A statement for every rep the day the cycle closes.
- One set of rules instead of five spreadsheets
- Setter and closer splits handled automatically
- Statements every rep can check for themselves
- 04The foundation
Data warehouse & pipelines
Every tool you run, connected into one place you own.
- CRM, payments, calendars, ads, fulfilment and Google Sheets
- Continuous syncs instead of manual exports
- Yours outright, in your own accounts
- 05What makes reports trustworthy
Data cleanup & unification
The layer underneath that makes every number mean one thing.
- Duplicate leads found and merged
- One identity per rep across every system
- Pipeline stages that mean the same thing everywhere
- 06For founders and leadership
Reporting wherever you work
The numbers come to you, in the tools you already open.
- Dashboards in your BI tool, sized for a morning read
- Daily digests to email and Slack
- Clean exports for board decks and payroll
And we keep running all of it, month after month. When your offers, reps or channels change, the reporting keeps up without you asking.
What the reporting looks like when it’s done.
Layout from a live build · figures illustrative
Leads
0
+12.4% · wk/wk
Calls booked
0
+8.1% · wk/wk
Cash collected
$0
+22.6% · wk/wk
Revenue / lead
$0.00
+3.2% · wk/wk
Cash collected · last 12 weeks
$ thousands
Pipeline · quarter to date
- Leads captured3,659
- Calls booked1,012
- Calls taken642
- Showed up498
- Closed won168
Results
Anonymized where contractual
What changed for the people who hired us.
- Commission cycle at a 50-rep coaching company, before us and after.
- 20 days → 1
- Commission cycle at a 50-rep coaching company, before us and after.
- One in three leads in a 60,000-lead CRM was a duplicate.
- 33%
- One in three leads in a 60,000-lead CRM was a duplicate.
- Average order value, before and after the attribution layer, across ecommerce and coaching engagements.
- $413 → $3,510
- Average order value, before and after the attribution layer, across ecommerce and coaching engagements.
- Total client time on a build that unified rep identity across three systems.
- 10 min
- Total client time on a build that unified rep identity across three systems.
- Client revenue we have scaled to, on referral alone.
- $15M / mo
- Client revenue we have scaled to, on referral alone.
- Monthly recurring revenue added at a performance marketing agency reselling the reporting we built.
- +30%
- Monthly recurring revenue added at a performance marketing agency reselling the reporting we built.
- Share of orders credited to the wrong channel, found when attribution was rebuilt.
- 43%
- Share of orders credited to the wrong channel, found when attribution was rebuilt.
Engagements · selected
The Commission Cycle Took 20 Days. Reps Didn't Know What They'd Earned Until the 20th.
A 50-rep coaching company. A commission system built on five spreadsheets and three people who all had to agree.
Commission cycle
20 days → 1
1 in 3 Leads Was a Duplicate. Nobody Knew.
One in three leads in a 60,000-lead CRM was a duplicate — so close rate, cost per lead and conversion were all wrong at the same time. Here's how we found it, and what changed after.
Phantom pipeline
33%
50 Sales Reps. 50 Google Sheets. Zero Idea Who Was Winning.
From manager impressions to a live rep leaderboard, kickoff to live in one week. Fifty reps ranked on verified numbers instead of fifty Google Sheets.
One week to live
50 reps ranked
They Sold Reporting They Didn't Have to Build. MRR Went Up 30%.
Magic Agency. We built the data and automation layer; they packaged it as a service to their own clients and added 30% to monthly recurring revenue without hiring a delivery team.
Agency MRR
+30%
Email Was Taking Credit for 43% of Orders Facebook Ads Produced.
Magic Agency could not give clients a straight answer on what produced revenue, because attribution broke between the ad platform and the store. Rebuilt, it showed 43% of orders had been credited to email when Facebook ads were the real source.
Lost attribution
43%
On the record
“Time and again it has been proven that you guys have the most accurate data, that we can trust.”
“Now that we have better insight into next day appointments, I'm starting to work in 2x per day promos”
References available on request.
Who you'll talk to
Signed, Salman
I’m Salman. You’ll deal with me directly, from the first call to the running system.
I build the data systems that founder-led companies run on: the revenue reporting, the commission runs, the marketing attribution. I have built them for coaching floors of fifty reps, and for performance marketing agencies who now resell the same reporting to their own clients.
Every client so far came from a referral, and the work has scaled one of them to $15M a month in revenue. I am still on that account, because once the numbers are trusted, nobody wants to swap out the team that made them trustworthy.
The 30-minute Revenue Leak Check is how you find out what working with us is like, before anyone commits to more.
— Salman, Founder
Questions
Direct answers
Common questions, answered directly.
Our data is a mess. Do we need to clean it up before you start?
No. Messy data is the job. We have never walked into a clean setup. Duplicate leads, half-filled CRM fields, spreadsheet exports and tools that disagree are exactly what we are built to handle.
Is this software? Will our team have to learn a new tool?
No. We are a done-for-you data and BI team, not a product. Everything we build runs in your own accounts, across the CRM, payment, calendar and reporting tools your team already opens. There is nothing new to log into.
We run Shopify, HubSpot, Keap or Kajabi, not GoHighLevel. Does that matter?
No. GoHighLevel, Close and Stripe are simply the stack we see most. We have connected Shopify, WooCommerce and custom-built storefronts, HubSpot, Keap, Kajabi, GoCardless, Meta, Google, YouTube, TikTok and LinkedIn Ads, GA4, Calendly, Zapier, n8n and plenty of Google Sheets. If it has an export or an API, it joins.
How is this different from a freelance analyst or an in-house hire?
A freelancer builds what you describe and hands it over, and the maintenance is yours. An in-house hire takes months to find and leaves with everything they know. We are a standing team: we build the layer, we run it, and it keeps working as your business changes.
What happens after the build? Do we need someone to maintain it?
You own everything we build, so you can leave it exactly as delivered. Most clients have us keep operating it, because reporting drifts when the business changes: a new offer, a new rep structure, a new payment processor. Either way, nothing stops working the day an engagement ends.
Do you only work with coaching companies?
No. The pattern we fix — revenue spread across a CRM, a checkout, ad platforms and a spreadsheet that all disagree — shows up the same way in ecommerce, in agencies and in financial advisory. Our deepest proof is a fifty-rep coaching floor, and the same layer runs on a Shopify stack.
Next step
30 minutes · no deck · no discovery form
Tell us what you need to see. We’ll tell you exactly how we’d build it.
One call is enough to map your stack, your gaps and what fixing them involves, including what it costs.
It starts with a read-only look at your numbers · you see what we find first
Thirty minutes. You describe your setup and what you need to see. You leave knowing what we would build, how long it takes and what it costs. If it is not a fit, we say so on the call.
“Time and again it has been proven that you guys have the most accurate data, that we can trust.”