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FULL METAL ARCHITECT · SMALL BUSINESS IT

Reporting & dashboards you can use

Bring useful business information into a clear view. FMA helps small businesses organize CRM and operational data, build readable dashboards, and reduce repetitive reporting work.

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When we can help

  • Information scattered across spreadsheets and platforms
  • Manual reports that take too long to prepare
  • Unclear definitions for the metrics your team uses
  • Limited visibility into pipeline, activity, or system trends

What the work can include

  • CRM reporting and dashboard development
  • Looker Studio and connected reporting workflows
  • Data source and integration planning
  • Readable charts, filters, and agreed metric definitions
  • Project and process support for reporting handoffs

What this looks like in practice

Sales and customer activity

Bring pipeline stages, follow-up activity, and customer information into a view the team can use.

Operations and technology reporting

Combine available data to review usage, performance, outages, or project progress and identify useful trends.

How we work together

We define the questions you want answered, review data access and quality, and agree on metrics. Then we build and review the dashboard with you, document its sources, and explain how it is updated.

Work directly with a solution architect. Scope and pricing are discussed before work begins. Equipment, software, licenses, and provider services are reviewed as part of the requirements.

Common questions

Can you connect all of our systems?

It depends on available connectors, APIs, permissions, data quality, and licensing. We assess those requirements before agreeing on integrations.

Will the dashboard update in real time?

Refresh timing depends on the source systems, connectors, and platform. We agree on practical update frequency and explain any limits.