Most small businesses have the data they need, scattered across a CRM, accounting software, and spreadsheets. We pull it together into dashboards that update automatically and answer the questions leadership actually asks.
What We Build
A dashboard is only useful if people trust the numbers on it.
We agree on what each number means and where it comes from before building anything.
Automated jobs pull data from your systems, clean it, and keep it current.
Power BI, Looker, or custom dashboards built around the decisions you make.
Weekly and monthly reports that assemble and send themselves.
Duplicates removed, formats standardized, and gaps flagged.
Privacy-friendly counts of what people actually do on your site or app.
From Our Work
Our own product: a Medicare plan and drug-cost comparison site. It turns public CMS data files covering thousands of plans into a fast tool that estimates a full year of drug costs, drug by drug, with an audit script that checks the data each plan year.
Visit OpenBookPlans.comHow We Work
Every engagement follows the same transparent, iterative approach.
We map your highest-friction workflows, clarify business goals, and find where the work creates the most lift.
The plan turns into working products: polished interfaces, connected tools, and reliable automations your team can trust.
Once live, we watch the signals that matter, like uptime, usage, and performance, so you're never flying blind.
Solutions evolve as your business does. We add refinements and new automations, and scale what's working.
Where Your Data Comes From
Questions
It usually comes down to what your team already uses. Power BI fits naturally with Microsoft 365, and Looker Studio fits naturally with Google Workspace. We can also build a custom dashboard when neither fits.
Not always. Many small businesses can connect dashboards straight to their existing tools or a simple database. We recommend a warehouse only when the data volume or number of sources calls for one.
We reconcile dashboard totals against the source systems and build checks into the pipeline, so problems get flagged instead of quietly showing up in a report.
Yes. Data refreshes on a schedule, so nobody has to rebuild a spreadsheet every week.
Every project is scoped individually, based on what it needs to do and which tools it connects to. A free 30-minute Revenue Leak Audit is the fastest way to get a clear quote.
Get Started
Book a free 30-minute Revenue Leak Audit. We'll look at where your numbers live today and show you the dashboard we'd build first. No pitch, no obligation.
jimmyfrank@sunnydigitalcompany.com