The challenge.
Envision.io needed a centralized way to track key business performance metrics across finance and operations.
Their data lived across multiple platforms — Stripe for revenue and payments, Harvest for time tracking, and a Google Sheet for internal cost management.
Calculating critical KPIs — monthly revenue, client retention, lifetime value, cost-per-client — meant pulling data manually and stitching it in spreadsheets each cycle.
They also needed role-based access and daily refreshes — usable by non-technical team members.
What we built.
We implemented an automated reporting process tailored to Envision's stack. Integrations from Stripe, Harvest, and their internal Google Sheet into a centralized warehouse on BigQuery.
We then transformed the data to reconcile Stripe revenue against the corresponding client and project data from Harvest — every metric tied back to a clean source of truth.
Two custom dashboards
Executive dashboard
Designed for the CEO: high-level view of Customer LTV, Revenue, MRR, ROI by client, plus Hours Logged vs Budgeted across the agency.
Team dashboard
Built for account managers: project-level view of Hours Logged vs Budgeted, broken down by account manager.
The results.
- Reduced manual reporting time by over 20 hours per week.
- Real-time dashboards enabled quicker and more informed business decisions.
- Scalable infrastructure supports the agency's growth and expansion.
