Dublo
Envision.io
Boutique Shopify agency for DTC e-commerce brands
Two live dashboards
one for the exec team, one for account managers, refreshed every day.
- 20+ hrssaved per week on manual reporting
- 2role-based dashboards, exec and team
- Dailyautomated refreshes across sources
The challenge
Envision.io needed a centralized way to track business performance across finance and operations.
Their data lived in three places: Stripe for revenue and payments, Harvest for time tracking, and a Google Sheet for internal cost management.
Calculating monthly revenue, client retention, lifetime value and cost per client meant pulling data by hand and stitching it in spreadsheets every cycle.
They also needed role-based access and daily refreshes, usable by people who do not write SQL.
What we built
We built an automated reporting process around their stack. Stripe, Harvest and the internal Google Sheet feed a centralized warehouse on BigQuery.
We then reconciled Stripe revenue against the matching client and project data from Harvest, so every metric ties back to one clean source of truth.
Built with
What they look at
- Executive dashboard
- For the CEO: customer LTV, revenue, MRR and ROI by client, plus hours logged against budget across the agency.
- Team dashboard
- For account managers: project-level hours logged against budget, broken down by account manager.
The results
- Manual reporting time down by more than 20 hours a week.
- Live dashboards, so business decisions happen sooner and on better information.
- Scalable infrastructure that supports the agency's growth.
Dorian clearly communicated what he needed from us, gave us expected timelines, and then delivered exactly what we needed. I've already recommended him to another business owner and will continue referring business whenever I have the chance.
Leighton TaylorFounder, Envision.io