Envision.io
Boutique Shopify agency for DTC e-commerce brands
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.
"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."
Want the same kind of result?
Book a free 30-min call. We'll review your stack and tell you what we'd build first.