A unified marketing and sales reporting dashboard is one live source of truth that connects your CRM, ad platforms, analytics and finance systems, reconciles their numbers and shows every team the same figures. Teylu builds it with Claude as a reasoning layer, so when pipeline, cost per lead or revenue moves, the dashboard explains why in plain English. Leadership stops arguing about whose numbers are right and starts deciding what to do next.
Most growing businesses report from four or five different tools. Marketing reports from a paid agency dashboard. Sales reports from the CRM. Operations reports from a workbook. Finance reports from the accounting system. Every leadership meeting starts with an argument about whose numbers are right.
We replace all of that with one live Claude powered reporting layer that connects every system, reconciles every metric and gives every function the same source of truth. The marketing director and the sales director defend the same numbers. The CFO sees the same revenue picture. The CEO opens one dashboard and trusts what it shows. It is one of the AI implementation services we run for UK businesses.
Every function buys the tool that solves its own pain. Marketing buys a paid media dashboard. Sales buys the CRM. Operations builds a workbook. Finance owns the ledger. None of them were ever asked to reconcile against each other. So the numbers diverge, leadership meetings degrade into definition arguments and decisions get postponed.
One source. Live. Role specific views on top. Marketing sees its KPIs against pipeline produced and revenue sourced. Sales sees its KPIs against pipeline created and closed. The board sees the joined up commercial picture. Finance reconciles. Operations sees throughput. The arguments stop because the source is shared. The data work underneath follows the same method as our AI marketing data unification for B2B service.
Salesforce, HubSpot, Microsoft Dynamics, Pipedrive. Google Ads, Microsoft Advertising, LinkedIn, Meta. Google Analytics 4, Search Console, paid media reporting platforms. NetSuite, Sage, Xero, QuickBooks. Sales operations workbooks, merchandising systems, custom data sources. Everything in your business that holds a number anyone reports on. B2B teams that want the dashboards first can start with our marketing dashboards service.
Reconciling data across systems is hard. Explaining why a number moved is harder. Claude does both. It maps fields, resolves discrepancies, identifies the driver of a change and explains it in language a marketing director, a sales director, a CFO and a CEO can all act on. It is a reasoning layer that sits above the charts.
Channel performance against pipeline produced. Campaign exposure against accounts warmed. Cost per lead by region and industry. Return on ad spend by source. Content engagement by stage. The marketing director walks into the leadership meeting with one set of numbers everyone else recognises.
Pipeline coverage against target. Stage conversion rates. Win and loss by source. Forecast accuracy. Deal velocity. Single threaded deals. Renewal risk. The sales director sees the team's work and the source of the pipeline beneath it in one view.
Revenue trajectory, gross margin, customer acquisition cost, lifetime value, net revenue retention, sales and marketing efficiency. The CEO and CFO read one page and trust it. The board pack writes itself.
Order throughput, fulfilment rate, merchandising performance, regional capacity. The operations director sees the demand pipeline marketing and sales are creating against the operational capacity to serve it. Sales and operations finally plan against the same data.
Tell us which systems hold your numbers today and where the friction is. Thirty minutes and we will sketch the unified layer that could replace the arguments.
Most reporting is a weekly export. By the time leadership reads it, it is already history. Unified reporting updates continuously. Leadership meetings move from looking backwards to deciding forwards. The conversation changes.
When a number moves, Claude surfaces why. Was it a campaign launch, a regional shift, a fulfilment delay, a price change? The dashboard does not just show the chart, it explains it. Leadership meetings stop being status reports and start being decision rooms.
HMS Networks leadership used to spend the first thirty minutes of every meeting reconciling numbers. Now they open one Claude powered dashboard. Marketing, sales, operations and finance read from one source. The meetings start on the decisions, not on the definitions.
Arrow ECS operates across regions, technology partners and complex sales cycles. We built a unified reporting layer that reconciles pipeline, revenue and partner performance into one view. The leadership team reads the joined up picture rather than four separate snapshots.
Timberplay needed leadership visibility on regional return on investment for the first time. We unified marketing spend, sales pipeline and order data into a single reporting view. The leadership team runs weekly decisions from live data rather than monthly spreadsheets.
TouchWood Play needed to compare digital and traditional marketing return on the same page. We unified the data and built one reporting view the whole team works from. The argument about which channel deserves the next pound shifted from opinion to evidence.
You walk into the board with the same numbers the sales director, the CFO and the CEO are reading. You can defend every line of the marketing budget against pipeline produced and revenue sourced. You stop being judged on MQL count and start being judged on revenue contribution.
You see the marketing inputs against your pipeline outputs in one view. You can give credit where it is due and challenge where it is not. The forecasting conversation becomes evidence based. The relationship with marketing becomes a partnership.
You reconcile faster, close the month faster and report to the board with confidence. The model card, the audit trail and the data lineage are documented. Audit conversations get shorter because the answers are already on the page.
You open one page and trust it. Leadership meetings start on the decisions, not on the definitions. The board pack assembles itself. The business runs on one shared picture rather than four competing ones.
BI consultancies install tools. We build reasoning layers. Tools without a reasoning layer give you charts. Charts without explanation produce more meetings. Claude as the layer is the difference.
CRM integrators connect systems. We unify them and reason over them. We bring marketing and commercial depth to the implementation, which means the dashboards serve real decisions, not technical milestones.
Six to ten weeks from discovery to a live, role specific unified reporting layer. Phase one delivers the data unification and a baseline board view. Phase two layers in the role specific views and the Claude explanation layer. Phase three embeds with the leadership team and tunes against early use.
Fixed scope implementation, then ongoing retainer for evolution as the business grows. Most clients move to retainer because the reporting layer needs to keep up with how the business changes.
Read how HMS Networks, Arrow ECS, Timberplay and TouchWood Play replaced argument with shared truth in their leadership meetings.
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A documented current state of your reporting landscape, the specific gaps it creates and the prioritised list of unifications that will close them. Everyone has agreed to the same definitions before we build.
Week 2 to 6
We unify the data across systems, design the reasoning layer using Claude and build the role specific views. The hosting is configured on AWS Bedrock UK South. The governance documentation begins.
A unified data layer with the Claude reasoning layer on top, ready for the role specific dashboards. Connected to your live data. Tested against historical reporting to verify reconciliation.
Week 6 to 9
We deliver the role specific dashboards, walk the leadership team through them, sit in early leadership meetings to embed the new working pattern and deliver the governance documentation for procurement and audit.
A working unified reporting layer the leadership team uses in their next meeting. A live dashboard suite for marketing, sales, board, operations and finance. A documented compliance posture. And shorter, sharper leadership meetings.
Week 9 onwards
We extend the reporting layer as the business grows, add new metrics, integrate new systems and tune the explanation layer as leadership asks new questions. This is where the reporting layer becomes a strategic asset.
A reporting layer that evolves with the business, a leadership team that trusts the data and a commercial conversation that gets sharper every quarter.
Tell us where your reporting is fragmenting, which arguments keep coming back and what you need to prove to the board. We will tell you whether unified reporting is the right next move.
Three tiers, sized to where your reporting is today.
Reporting Audit (entry tier)
A two week diagnostic of your current reporting landscape, with a written unification plan to take to the board.
Implementation (core tier)
Six to ten week build of the unified data layer, the Claude reasoning layer, the role specific dashboards and the governance documentation.
Embedded AI Labs (ongoing tier)
Monthly retainer to extend, tune and evolve the reporting layer as the business grows.
Pricing is transparent and sized to your complexity. Talk to us.
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Unified reporting is shipped work, deployed for clients including HMS Networks, Arrow ECS, Timberplay and TouchWood Play. The same evidence first discipline took HMS Networks to a 35:1 media return with cost per qualified lead cut from £760 to £72, Arrow ECS to 454,176 views at 42x, and TouchWood to a 1,200 per cent ROI. If you want a reference call, we will introduce you.
If your leadership meetings start with definition arguments and end without decisions, this is built for you. Tell us where you are and we will tell you whether unified reporting is the right move.
Speak to a senior member of the team. We will scope a discovery in the call and give you a clear next step.
How does this differ from a BI platform like Tableau or Power BI?
BI platforms such as Tableau and Power BI produce charts. The Teylu unified layer produces explanation. Claude reads across your data, finds the driver behind every movement and explains it in language a marketing director, sales director, CFO and CEO can all act on. We connect to your existing BI tools rather than replacing them.
Does our finance team need to change anything in the ERP?
No. The unified reporting layer reads from the ERP, CRM and operating systems you already run. Finance keeps working in NetSuite, Sage, Xero or whatever you use today, with no change to how the ledger is kept. The reporting layer sits on top, reconciles automatically and shows finance where other teams' figures differ from theirs.
How long until leadership reads from one report?
Six to ten weeks from discovery. Phase one delivers the unified data layer and a baseline board view. Phase two adds the role specific dashboards for marketing, sales, finance and operations, plus Claude's explanation layer. Phase three embeds the dashboards in your leadership meeting rhythm, so the team reads from one report by the end.
Is the reporting compliant with our governance and audit needs?
Yes. The deployment runs on Claude through AWS Bedrock UK South, so the data stays in the UK. Data residency, the audit trail, the model card and the EU AI Act categorisation are all documented. Your governance, security and audit teams get the evidence they need for procurement before anything goes live.
What happens when our business changes?
The reporting layer changes with you. New metrics, new data sources, new questions and new role views can be added as the business grows. Most clients move to a monthly retainer after implementation, because reporting has to keep pace with how the business changes, and a dashboard frozen at launch soon stops matching reality.
Have a question we have not answered? Tell us. We will give you a straight answer, not a pitch.
