By function: Leadership
Reporting and decisions, from live data
The numbers you run the company on, pulled from the systems that hold them, every morning, with a note on what changed.
- First workflow live
- One dashboard, usually inside the first sprint
- Usually owned by
- Founders and managing directors
- Built on
- Google Sheets, Airtable, Supabase
- Judged on
- Report preparation and Number disputes
In short
Leadership reporting automation pulls sales, cash, operations and support numbers from the systems that hold them into one dashboard that updates itself, writes a short weekly summary of what moved and why, and alerts when a number drifts past a line you set. SBD builds it from your record of truth, not from exports.
Who this is for
The people who usually own leadership.
- Founders and managing directors
- Heads of operations and finance
- Leadership teams of 50 to 1,000-person companies
- Board members who want the numbers without the deck
Is this you?
If three of these sound like your week, this page is about your team.
- The monthly report takes two people a day
- Sales and finance quote different revenue
- Problems show up at month end
- Decisions wait for the numbers
- The board pack is rebuilt from scratch each quarter
What it costs today
Where leadership loses the hours.
The report takes two people a day
Exports from four tools, pasted into a sheet, formatted, and out of date by the time it is read.
Every number has two versions
Sales says one figure, finance another. The meeting is spent agreeing which is right.
Problems surface at month end
A drifting margin or a slowing pipeline is visible in the data for weeks before anyone looks.
Decisions wait for data
Hiring, pricing and stock calls are made on instinct because the numbers arrive after the moment.
For founders and leaders
The numbers, every Monday, without the two-day build.
Bring the report you run the company on. We will show you where each number comes from and what it takes to have it right every morning.
Show us your report
By company size
Leadership at 10 people, and at 1,000.
- 1 to 10
The founder knows the numbers by feel and is usually right, until the month they are not.
- 11 to 50
A monthly report built by hand, two versions of every number, and decisions made before it arrives.
- 51 to 200
Dashboards that exist but read from exports, so nobody trusts them.
- 201 to 1,000
A BI tool, a data person, and leaders still asking for a one-page summary of what changed.
What we build
What we build for leadership teams.
- 01
One dashboard, from the record of truth
Revenue, cash, pipeline, orders, margin and support load read directly from the systems that hold them, refreshed continuously.
- 02
The weekly note, written from the numbers
A short summary each Monday: what moved, why, and what needs a decision, drafted by an AI step from the data and reviewed by a person.
- 03
Alerts on drift
A line per metric. Cross it and the owner hears, with the records behind the number attached.
- 04
Board and investor packs
The same numbers, formatted for the people who need the summary, generated on a schedule.
The workflows
The leadership workflows, and what sets each one off.
- 01 One dashboard
When any source system changes
ThenRevenue, cash, pipeline, orders and support load refreshed
- 02 The Monday note
When monday 7 am
ThenA summary of what moved and why, drafted from the numbers, reviewed, sent
- 03 Drift alerts
When a metric crosses its line
ThenThe owner told, with the records behind it
- 04 Board pack
When month end
ThenThe same numbers formatted for the board, generated
- 05 Forecast inputs
When pipeline and orders change
ThenRolling forecast updated from live data
The numbers we move
How a leadership build is judged.
Every build has a number written into the blueprint. These are the ones leadership builds are measured by, and how we measure them.
| Metric | Before | After | How it is measured |
|---|---|---|---|
| Report preparation | Two person-days a month | Zero | Hours spent compiling, per month |
| Number disputes | Every meeting | Rare | Meetings spent agreeing which figure is right |
| Time to notice drift | Weeks | Hours | Delay between a metric crossing its line and someone knowing |
| Decision latency | After the report | When the data moves | Time from signal to decision, sampled |
Built on
The tools you already run, where we can.
Every tool we connect has its own page in the integrations directory.
Proof
Proof from builds like this.
- Customer story
Multi-user production dashboard
Live production metrics for a copper wire manufacturer, replacing a manual tracking process, with about 60% better data accuracy.
Read the story - Customer story
Lightweight project management system
An admin view that updates itself from each team member's work, so status is never reported by hand.
Read the story
How it starts
An audit of the leadership work your team still does by hand.
One to two weeks. We map the workflows, put an hours-a-week figure on each, and give you a costed blueprint in order of payback. The audit is credited in full to the build.
- Week 1 to 2Audit. We sit with the people who do the work and map it.
- Week 3Blueprint. Fixed scope, fixed price, the first build chosen by payback.
- Week 4 onBuild in two-week sprints, working software every second Friday.
- After go-liveSixty days of hypercare, then a care plan or run it yourself.
What this does not do
So the scope is clear before the call.
- Strategy consulting. We give you the numbers; the decisions stay yours.
- Replacing your BI tool. We fix the feed behind it.
Terms, defined
Leadership terms, in plain English.
- Record of truth
- The system a number lives in. The dashboard reads from it rather than from an export.
- Drift
- A metric moving past a line you set, before it becomes a month-end surprise.
- The Monday note
- A short written summary of what changed last week and what needs a decision.
Questions
What people ask about leadership automation.
Can the AI summary be trusted?
It is written from the numbers in the dashboard, cites them, and a person reviews it before it goes out. It saves the writing, not the reading.
We have a BI tool already.
Keep it. The gap is usually the data behind it, which is exported and stale. We fix the feed and the alerts; the charts can stay where they are.
How long before the first dashboard?
Usually inside the first two-week sprint, with the sources you already have. Alerts and the weekly note follow.
Reading
- Strategy
The 95% figure, read properly
MIT says 95% of generative AI pilots show no profit impact. The study was 52 interviews, 153 survey responses and 300 public deployments. What it measured, what it did not, what the other 5% did, and why we quote it anyway.
- Operations
Who noticed when the workflow stopped?
Most automation failures are silent. The run shows green, the trigger is armed, and nothing happens for six weeks. How silent failure works in Zapier and n8n, what it costs, and the four checks we put on every build.
Related
- Function
Finance and accounting
Close faster, chase less, and see the numbers without waiting for month end.
- Function
Operations
The order moves through the business without anyone re-typing it, and everyone who needs to know, knows.
- Function
Sales and RevOps
Reply to every lead in minutes, keep the CRM right without typing, and hand won deals over with nothing missing.
By function: Back office, Finance and accounting, Compliance and risk, Sales and RevOps, Customer support, Operations, Marketing, HR and people, IT
Leadership
Get the leadership hours back.
Bring the one leadership workflow your team still runs by hand. You leave the call with a yes or no on fit and the first thing we would build.
Book the call