You’ve outgrown spreadsheets, but you haven’t hired a data team yet.
You’re making $30M/year decisions on $300 reports.
Simplified Dashboards builds and operates the full source-to-cash data layer for coaching and consulting companies doing $10M–$50M/year: attribution, commissions, rep performance, and AI that acts on all of it. You’re working with one team, and we own the whole thing.
Current intake Q3 2026 · 2–3 clients per quarter
§ 01 · The dashboard
Every number that matters.
In one view that updates daily.
Your closers, your channels, your cash collected — reconciled and current. This is what your morning briefing reads like when the data layer is built right.
Leads
0
+12.4% · wk/wk
Calls booked
0
+8.1% · wk/wk
Cash collected
$0
+22.6% · wk/wk
Revenue / lead
$0.00
+3.2% · wk/wk
Cash collected · last 12 weeks
$ thousands
Pipeline · quarter to date
- Leads captured3,659
- Calls booked1,012
- Calls taken642
- Showed up498
- Closed won168
§ 02 · The stack
We connect every system your business runs on. If you have it, we speak it.
If your tool isn’t on the list, we’ve almost certainly connected to it. Bring your stack, and we’ll make it agree with itself.
§ 03 · The recognition test
- No. 01
Your ad agency says CAC is $800. Your finance team says it's $2,200.
Both have spreadsheets that prove it. Neither number includes refunds, chargebacks, and commissions actually paid. You don't know who is right. You make the call anyway.
- No. 02
You have forty closers. You know your top three, and the rest is gut feel.
The data to rank them exists. It's in GHL, in Stripe, in your CRM, but nobody's joined the three. You're managing on impressions instead of evidence.
- No. 03
Payroll closes on the 20th. Reps don't know what they earned until the month is half gone.
The numbers are right, usually. Your ops lead spends four days every cycle reconciling spreadsheets to make sure. Every month, someone disputes a number that was correct.
- No. 04
You spend $500K a month on paid acquisition. You can't tell which channel is profitable after refunds.
You've got GA4, GHL, and attribution reports from two agencies. They all say something different. You spread the budget and hope.
If you recognized yourself in two or more, you’re not behind. You’ve built fast enough to outgrow the system underneath. We fix that.
§ 02 · The layer that sees
A single trusted view of every number that matters.
We connect every source your business runs on (CRM, payment processor, ad platforms, commission rules) and build a view that updates daily, automatically. You stop exporting, you stop reconciling, and the arguments about which number is right just end.
What it delivers
- Close rate by closer, by offer, by channel — after refunds
- Commission reports reps trust, delivered on the 1st
- CAC across every channel, net of refunds and fees
- Rep performance ranked on verified numbers, not manager impressions
- A single source of truth CFO, ops, and closers read at the same time
§ 03 · The layer that acts
Production AI agents that operate on the data we built.
Inbound and outbound voice agents that don’t just talk. They know your pipeline state, your rep availability, and your conversion benchmarks. They route, follow up, and escalate on real numbers.
What it does
- Inbound lead qualification and routing, 24/7
- Outbound follow-up that knows deal state before dialing
- No-show recovery that actually closes the loop
- Escalation driven by real close-rate data
- Agents that improve as the data underneath improves
§ 04 · The pipes
One query across three systems. The number you can act on.
Every system generates numbers. None of them agree. We engineer the join logic that resolves them into one trusted view: source-to-cash, daily refresh, and we own the maintenance.
It’s one operating system, and the agents are only as good as the data underneath.
§ 07 · The process
Four stages to
a data layer you trust at 8am Monday.
Diagnostic call
Thirty minutes. We read your current data setup: what you have, what's breaking, and what decisions you're making blind. No pitch, no deck, just a structured conversation that ends with a clear picture of what we'd build and what it costs.
Architecture + build
We map your full source-to-cash data model, connect your systems, validate historical data, and build the core reporting layer: commission rules, attribution logic, and the rep performance framework. Fixed scope, agreed before we start, no surprises.
Handover + retainer
We don't hand over a document and disappear. We train your team on what they're reading, then begin the retainer: ongoing data operations, model maintenance, new dashboards as your business changes, and commission processing every cycle.
Ongoing operations
We handle every change: new offer, new rep structure, new channel, new acquisition platform. You make the decisions. We keep the data clean and current.
Twenty days to one. That is nineteen days a rep no longer spends not knowing what they earned.
§ 08 · The results
Commission cycle at a 50-rep coaching company, before us and after.
One in three leads in a 60,000-lead CRM was a duplicate.
Average order value, before and after the attribution layer.
Total client time on a build that unified rep identity across three systems.
Reps whose performance data was split across systems, invisible to every report.
Client revenue we've scaled to — on referral alone, with zero outbound and zero social.
Figures anonymized where contractual. References available on request.
Engagements · selected
What the work looks like.
- 01
The Commission Cycle Took 20 Days. Reps Didn't Know What They'd Earned Until the 20th.
A 50-rep coaching company. A commission system built on five spreadsheets and three people who all had to agree.
Commission cycle
20 days → 1
- 02
1 in 3 Leads Was a Duplicate. Nobody Knew.
One in three leads in a 60,000-lead CRM was a duplicate — so close rate, cost per lead and conversion were all wrong at the same time. Here's how we found it, and what changed after.
Phantom pipeline
33%
- 03
50 Sales Reps. 50 Google Sheets. Zero Idea Who Was Winning.
From manager impressions to a live rep leaderboard, kickoff to live in one week. Fifty reps ranked on verified numbers instead of fifty Google Sheets.
One week to live
50 reps ranked
On the record — what clients say
“Time and again it has been proven that you guys have the most accurate data, that we can trust.”
— VP Operations·50-rep wellness coaching company
“Now that we have better insight into next day appointments, I'm starting to work in 2x per day promos”
— Marketing Director·50-rep wellness coaching company
From the founder
Every client we have came from a referral.
Fig. 06 — Salman, Founder
In the engine room
I'm Salman. I build the data infrastructure that coaching and consulting companies run on.
I've sat in executive meetings where the CEO, the CFO, and the head of marketing all read different numbers for the same month. All three were technically correct, because nobody had built the layer that unified them.
I've watched sales coaches wait until the 20th of the month to find out their commissions, because the CEO and finance couldn't agree on attribution and nobody had built the system that settled it automatically.
I've seen operators doing tens of millions a year making decisions on instinct, not because they didn't value data, but because it was scattered across seven platforms and nobody had time to reconcile it before the call.
That’s why I started Simplified Dashboards.
We've scaled a client to $15M a month in revenue. I was there from the beginning. I'm still there now, because once the data layer is built and trusted, you don't replace the team that built it. You keep building.
If you run a $10M–$50M/year coaching or consulting business and you don’t have a dedicated data team, this is for you.
— Salman, Founder
§ 10 · Common questions
Direct answers, no hedging.
If your question isn’t here, the call is the answer.
Do we need our data organized before we engage you?
No. Disorganized data is the problem we're hired to solve. We've never walked into a clean environment. We've walked into a CRM where one lead in three was a duplicate, payment accounts that don't reconcile with the CRM, commission spreadsheets that three people have to agree on before anyone gets paid, and SQL databases nobody has touched since the person who built them left. We do the archeology.
How long before we see the numbers?
It depends on the state of the data. On one engagement a live rep leaderboard went from kickoff to live in a week. A full deduplication build took six weeks. A pipeline rebuild took eight. The five-dashboard rollout took four months. We tell you which of those you're on during the diagnostic call, before you commit.
We already have a BI tool or a dashboard someone built in-house. Does that change anything?
We've inherited every tool imaginable: Looker Studio, Tableau, Power BI, custom Google Sheets dashboards, in-house SQL queries nobody can explain. We assess what you have, keep what works, replace what doesn't, and build the layer underneath that makes all of it trustworthy. We don't delete and start over. We build on what makes sense and fix what doesn't.
Can we start with just one dashboard or a smaller scope?
No. The minimum engagement is the build, because a dashboard without the data architecture underneath it is decoration. Building the pipeline correctly once is what makes everything that comes after reliable. A half-build is worse than nothing: it creates false confidence in bad data. We start with the foundation.
Do we need to assign someone to manage this?
No. A point of contact for the first 60 days is helpful: someone who knows the business, the commission rules, the offer structure. After that, the system runs itself and we run it. Most clients check the dashboard in the morning and don't think about the infrastructure at all.
What is the difference between what you do and what a freelance data analyst does?
A freelance analyst builds what you describe and hands it over. You own the maintenance, the updates, the breakages. We're the full function: we build and maintain the system, and when your business changes, we update the model before you ask. We're accountable for whether it works, not just whether we shipped it.
You mentioned AI voice agents. Is that a separate service?
No. It's the same engagement. The data layer is the foundation; the agents operate on it. We don't sell the agents separately because agents without clean, structured data are unreliable. We won't build an agent on a data model we don't own and trust. If you're on the retainer, the agents are part of the roadmap.
How do you handle data privacy and client confidentiality?
We sign NDAs at the start of every engagement. We operate on your infrastructure, not ours. Your data never lives in a shared environment. Access is scoped and revocable. We handle revenue, commission, and customer data for companies processing tens of millions of dollars.
§ 11 · The call
We take 2–3 clients a quarter.
If the timing is right —
We skip the pitch deck and the discovery form. It’s a structured 30 minutes — you talk, we listen, and we tell you honestly whether we can help.
Current intake Q3 2026 · 2–3 clients per quarter