Operations console
A console your leadership team runs the weekly review from, with one agreed figure for each measure and the record behind it one click away.
A UK consumer brand we work with sells on Shopify, takes payments through Stripe and manages contacts in HubSpot. We built it one console on top of all three: a company health score, a weekly scorecard, the sales pipeline, stock, tasks and live tracking of every social channel. Each figure links back to the record it came from, and each person sees the modules their role allows.
For Founders, MDs, COOs and finance leads at operator-led businesses, such as subscription, fitness, retail and multi-site service companies, running on Shopify, Stripe, a CRM and spreadsheets.
You need this when
- 01
Sales, stock and cash sit in three tools, and nobody sees them side by side.
- 02
The Monday meeting starts with an argument about whose number is right.
- 03
Nobody can say which part of the business needs attention this week.
What’s included.
Health score
One company score built from the measures you choose, such as sales, cash, stock and pipeline, with its formula shown on screen.
Weekly scorecard
The measures you review each week, with an owner and a target per line, filled from source data rather than by hand.
Sales, stock and tasks
Pipeline from your CRM, orders and stock from Shopify, payments from Stripe, and the tasks that follow from them.
Channel tracking
Each social and marketing channel tracked next to sales, where the platform’s API allows it.
Source links
Every figure opens the Shopify, Stripe or HubSpot record it came from.
Modules by role
Finance, operations, team and system modules, each shown to the roles that need them.
How it runs.
The first integration pulls real data into staging in week 3, and v1 takes 8–16 weeks depending on the number of sources and roles.
- 01 · Agree the measures
We list the numbers each role reviews and write down how each is calculated and where it comes from.
- 02 · Connect the sources
API access to Shopify, Stripe, HubSpot and your other tools, with the first source pulling real data into staging.
- 03 · Design the screens
Summary, scorecard and module screens prototyped and tried by the people who run the weekly review.
- 04 · Build and reconcile
Modules released to staging one at a time and checked against your current reports before the console goes live.
Deliverables
- Scope: modules, measures, roles and data sources
- Measure definitions: how each figure is calculated and where it comes from
- Integration connectors for Shopify, Stripe, HubSpot and your other sources
- Production console on your domain, behind login
- Role matrix
- Scheduled syncs and alerts
- Staging environment
- Runbook for syncs and alerts, and a handover session
Works with
What buyers ask.
Why not use a dashboard tool?
A dashboard tool such as Looker Studio or Power BI shows charts. The console also holds tasks, owners and targets, controls who sees what, and links each figure to its record. If charts are all you need, we’ll tell you in week 1.
How current are the numbers?
Each source syncs on a schedule agreed per measure, such as hourly for orders and daily for finance, and the console shows when each figure last updated. Where a platform sends webhooks, changes arrive as they happen.
What if two systems disagree on a number?
We find the gaps in week 1, write down which system is the source for each figure, and show that source on screen. The difference becomes something you can check, not argue about.
Pairs well with
Data moved between your tools by API, with a log and an alert on every job.
Let’s build your pipeline.
Tell us what you sell, who buys it and roughly what a customer is worth to you. We reply with questions, then a written proposal.