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AndLeads

Solution for small businesses

Small Business Reporting Without the Spreadsheet Headaches

You do not need a data team or enterprise software. You need your numbers in one place, updating themselves, with someone responsible for keeping them right. That is what we do: automated reports, clear KPIs and dashboards, managed for you.

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The reality

Reporting challenges every small business recognizes.

Small teams wear many hats, and reporting is the hat that keeps slipping off.

Reports built by hand

Every week someone exports, pastes and formats. It works, but it eats hours that a small team does not have.

Data scattered everywhere

Sales in the store, spend in the ad platforms, customers in the CRM, payouts in the payment tool. No single view.

Nobody owns reporting

There is no analyst on staff, so reporting belongs to whoever has time, which means it slips.

Inconsistent spreadsheets

Three versions of the tracker, each slightly different, none fully trusted.

Unclear KPIs

Plenty of numbers, but no agreed handful that tells you each week whether things are on track.

The monthly scramble

Month-end means a reporting rush before anyone can even discuss the results.

What we can automate

The reporting work that quietly eats your week.

Sales reporting

Revenue and orders summarized automatically from your store or invoicing tools.

Marketing reporting

Ad spend, leads and conversions pulled from your advertising and analytics platforms.

KPI tracking

Your core numbers calculated the same way every time, against targets, without manual math.

Spreadsheet reporting

Google Sheets and Excel reports that fill themselves on schedule.

Dashboard updates

A live dashboard that stays current instead of a static monthly snapshot.

Data consolidation

Everything relevant flowing into one place with consistent periods and definitions.

These run on our spreadsheet automation and Google Sheets automation services, with our data automation layer doing the collecting underneath.

Connect your business data

Built from the tools you already use.

Typical small business stacks combine Google Ads, Meta Ads and Google Analytics 4 on the marketing side; Shopify or WooCommerce for the store; HubSpot for customers; Stripe for payments; and Google Sheets or Excel where the reporting lives. AndLeads can automate data from a wide range of advertising, ecommerce, analytics, CRM, finance and business platforms, so your exact mix is the starting point, not a problem.

How it works

A simple workflow, on purpose.

  1. Step 1

    Connect

    We connect the tools you already use. Nothing new to buy or learn.

  2. Step 2

    Clean

    Dates, currencies and definitions standardized so the numbers agree.

  3. Step 3

    Automate

    The recurring pulls, calculations and report tabs run on schedule.

  4. Step 4

    Report

    Your sheet or dashboard is simply ready, and we keep it that way.

Reports land in automated Google Sheets, Excel or a Looker Studio KPI dashboard, and ongoing reporting management keeps everything accurate.

Why managed reporting

Why small businesses hand this off.

Less manual work

The exporting, pasting and formatting disappears from your team's week.

Consistent numbers

KPIs calculated the same way every period, so results are comparable.

One place to look

Sales, marketing and business numbers together instead of scattered across logins.

Easier KPI monitoring

A small set of clear numbers, always current, instead of a hunt through tabs.

Grows with you

Add a channel or a store and the reporting extends; the structure already exists.

Maintained for you

When something breaks or changes, fixing it is our job, covered by the plan.

The Small Business plan starts at $50 per month. For the full picture of what business reporting covers, see our business reporting service.

FAQ

Small business reporting, answered.

What reports can a small business automate?
The ones you rebuild every week or month: sales summaries, marketing performance, KPI trackers and the management report. If someone currently assembles it by hand from exports, it is usually a candidate for automation.
Can you automate reporting from multiple platforms?
Yes. Data from your advertising, analytics, store, CRM and payment tools can flow into one reporting layer with consistent numbers, instead of living in five separate logins.
Can small businesses use Google Sheets for reporting?
Yes, and most do. An automated Google Sheet is often the perfect small business reporting system: familiar, shareable and free to use, with the data arriving and calculating on its own.
Do I need a data warehouse?
No. We deliberately build on the tools you already use, mainly Google Sheets, Excel and Looker Studio. A warehouse only makes sense at a scale most small businesses never need to worry about, and we will tell you honestly if you ever get there.
Can you maintain the reports after setup?
Yes, that is the point of the monthly plan. Connections expire, platforms change and KPIs evolve; keeping the reporting accurate is our job, not another task on your list.
Can you build a dashboard for my business?
Yes. A Looker Studio dashboard showing your handful of core KPIs, always current, is one of the most common things small businesses ask us for, and we maintain it after the build.

See pricing or tell us how you report today.

Get your numbers without giving up your week.

Tell us which tools you use and what you need to see. We'll set up the reporting and keep it running for you.

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