Business reporting & automation

Stop rebuilding the same reports every week or month.

I’m Jamie Schild. I connect marketing, sales, financial and operational data into reporting your team can trust—with agreed KPIs, repeatable updates and clear ownership.

For owners and operations leaders who need dependable answers from systems that don’t line up.

Discuss your custom project

When your reporting needs more than a template

Your systems disagree

Sales, marketing, finance, and operations each have a different version of performance. Connect the sources and agree on the definitions behind the numbers.

Your team rebuilds reports

Recurring exports, spreadsheet cleanup, and copy-and-paste updates eat into the week. Build repeatable data flows, scheduled reporting, and checks that reduce that work.

Your business has outgrown its dashboards

You need a view across brands, locations, clients, or business functions—with enough detail to understand what changed and where to investigate.

Business reporting in practice

From 11 spreadsheets to a connected operating view. Dru Bru’s production workflow brought brew-day and fermentation records into a single-entry app, with input limits and exception checks. The broader reporting work connected financial and operational sources.

Dru Bru: connecting QuickBooks, production ERP, distribution and payment data for operational and financial reporting. See the business reporting case study →

“Scorecards allowed for a much faster & timely understanding of our business performance with much less time & effort to obtain.”

— Dru Ernst, Owner, Dru Bru

Explore the case study for the report examples, production measures and attributed client feedback.

A useful starting point is one recurring management report and one decision it needs to support. We agree on the sources, metric definitions, checks and handoff before expanding.

Explore more client work → · Reporting for agency clients →

What your team receives

A scoped implementation can include connected source data, documented KPI definitions, a dashboard or recurring report, agreed refresh and quality checks, and a practical handoff. Ongoing maintenance and additional sources are scoped separately.

Is this a fit?

You already have source data, a recurring reporting need and a person responsible for the decision. We need access to the relevant systems and someone who can explain how the numbers are used. If a change to your existing software solves the problem, we start there.

A defined package or a custom project?

Choose a package when the scope fits.

You have a focused reporting need and can meet the package’s source, access and prepared-data requirements. Review its included work, exclusions, timing and support before purchasing.

Compare package scope and readiness →

Scope a custom project when the work needs defining.

Your sources need reconciling, the workflow crosses business functions, or the reporting needs do not fit a listed package. We agree on deliverables, checks, responsibilities, price and timing before implementation.

Discuss a custom reporting project →

You can explore either route directly. The free reporting assessment is an optional starting point: choose business or agency reporting, answer 10 questions and view advice before the optional email step.

What happens on the first call?

Bring one recurring report, the systems behind it and the decision your team needs to make. If you completed the assessment, bring the result too. You do not need a finished brief or to grant system access during the call.

We’ll identify what needs defining, whether an existing tool or listed package can solve it, and what would need a custom scope. Implementation starts only after deliverables, responsibilities, price and timing are agreed.

Discuss one reporting problem with Jamie →

From first conversation to handoff

  1. Define the decision. You explain one recurring report, who uses it and what they need to decide. We identify the sources and the reporting gap.
  2. Agree the scope. We document the deliverables, counting rules, acceptance checks, price and timing. You confirm the responsible reviewer and the access that can be provided.
  3. Connect and validate. We build the agreed data flow and reporting view. Your source owners help explain exceptions, and we compare results with the agreed source records.
  4. Review and hand over. Your reviewer checks the report against its intended use. The agreed handoff documents metric definitions, refresh behavior, ownership and known limitations.
  5. Maintain or expand when needed. Monitoring, additional sources, platform changes and ongoing support are discussed and scoped separately.

Practical questions before committing

What do you need from our team?

A person responsible for the decision, someone who understands the source data, and the agreed permissions or exports. Access method and refresh requirements are settled during scoping. Missing data or delayed access can affect the work and timing.

Who owns and maintains the reporting?

We identify the account owners, who can change the report and who handles refresh or source failures as part of the scope and handoff. Your existing systems are the starting point; any additional subscriptions or continuing support need to be agreed.

Before we start

What does a custom reporting project include?

We start with the decisions you need to make, the systems holding your data, and what is slowing your team down. The agreed scope can include data connections, SQL and BigQuery modeling, Looker Studio dashboards, Google Sheets or API automation, documentation, and handoff.

How are price and timeline determined?

Custom work is scoped before you commit. Data quality, source access, metric definitions, reporting views, and refresh needs determine the work. We agree on deliverables, acceptance criteria, price, and timing before implementation.

Can you improve an existing reporting system?

Yes. We can build on existing dashboards and data flows, fix inconsistent metrics, automate repeated tasks, or add reporting as your business changes. Ongoing support can be scoped separately.

Where does AI fit?

Reliable calculations come first. AI can then summarize changes and suggest what to investigate. Alert thresholds and refresh schedules are agreed with your team; freshness depends on the underlying source data.

Start with one disputed report

Use the reporting reconciliation checklist to agree definitions, trace differences to source records and decide what to automate first. Then see how a dashboard can support a specific decision.

Have a focused need with prepared data? Compare the fixed-scope reporting packages and buy online →

Reporting System Examples

Marketing performance dashboard with cross-channel advertising, lead, and conversion reporting.

Marketing Performance Dashboard

Cross-channel reporting for agencies and marketing teams. Track Google Ads, Meta, SEO, CRM, and lead sources in one place.

Executive KPI scorecard example showing revenue, margin, budget variance, and operating performance.

Executive KPI Scorecard

A leadership view of revenue, margin, budget variance, and operating performance — built to support faster, better decisions.

“Jamie has been a pivotal resource for our team in building and refining Looker Studio reporting. He’s helped us translate complex data from CallRail and multiple other sources into clear, automated, and visually usable dashboards that our team can actually work from. What sets Jamie apart is that he consistently looks beyond the immediate ask. If he sees an opportunity to automate a process, improve data clarity, or strengthen visualization, he proactively brings it forward. That kind of thinking has materially improved how we understand and use our data. I would recommend Jamie to anyone looking for help with data visualization, reporting automation, and making sense of complex data.”
— Tracy H. | VP of Customer Experience & Delivery | Halstead Media

Reporting System Buildout

We connect and organize the data behind your reporting system — from spreadsheets and CRMs to ad platforms, POS tools, and disconnected exports.

  • Clean up messy data flows

  • Standardize metrics and definitions

  • Build the reporting foundation your team can trust

KPI Dashboards + Scorecards

For owners and leadership teams that need one trusted view of performance.

  • Show what changed,

  • Spot where performance is drifting, and

  • Identify what needs attention next.

Ongoing Reporting Support

Need a system built around your business?

Bring your current reports, the systems your data lives in, and the decisions you need to make. We’ll identify the right starting point and scope the work before you commit.

Already know what you need? Compare packages and buy online →

Book a Call

For teams that need their reporting system to keep improving as the business changes.

  • We help maintain, refine, and expand your dashboards over time.

  • New platforms, new KPIs, cleaner definitions, better rollups, and sharper reporting rhythms

  • The system stays useful instead of slowly breaking.