Unified Financial Position Dashboard for Scaling Businesses.
INDUSTRY
Digital media & publishing
DATA SOURCES
Excel, ZohoBooks
ENGAGEMENT
Full decision system build
IN THIS CASE STUDY
Facing a similar challenge? Let’s talk through what a unified decision system would look like for your business.
THE SITUATION
Financial Visibility Across Multiple Revenue Streams
Most scaling businesses have the financial data they need. It lives in their accounting platform, their payment processors, and a spreadsheet someone built two years ago that everyone still uses but nobody fully trusts. The problem isn’t the data — it’s that nobody has ever connected it into one place. This case study walks through how coreVIEW built a unified financial reporting dashboard for a multi-revenue business, connecting Excel and ZohoBooks into a single live system for the first time.
The client was a multi-revenue-stream digital media business operating out of Lagos — branded content, events, newsletter advertising, and display placements across several client segments. Revenue was real and growing. But the picture of how the business was actually performing financially did not exist in any one place.
THE AUDIT
Finding the Gaps Across Disconnected Systems
The first step was auditing every data source touching the business. This is the step most implementations skip — and the reason most financial dashboards fail within six months. Clean, structured data is the foundation everything else depends on. Without it, a live dashboard doesn’t solve the problem. It just surfaces it faster.
Beyond the connectivity gap, the audit identified specific data quality issues: inconsistent transaction categorisation in ZohoBooks that needed structuring by department and cost type, and invoice data that required cleaning before it could be used reliably for cashflow analysis.
Once cleaned, structured, and connected, the data became the foundation for a five-section decision dashboard covering every layer of financial and operational performance the CEO needed to see.
THE OUTCOME
A Unified Financial Reporting Dashboard
The CEO no longer opens multiple systems to answer one question. Every financial conversation — with the board, with the leadership team, with potential investors — starts from the same agreed picture. That shift, from assembling information to acting on it, is what a unified financial reporting dashboard actually delivers.
2 → 1
Data sources unified. Excel and ZohoBooks connected into a single live financial model for the first time.
5 views
Financial snapshot, revenue metrics, customer retention, expense breakdown, and product performance — one dashboard, one source of truth.
Live
Burn rate, runway input, and revenue vs expense visible in real time — not assembled manually at month end.
HOW WE DID IT
2 Data Sources Connected Into One Live View
This was a full decision system build. From initial data audit to live dashboard handover, the engagement followed five structured stages — each designed to ensure the finished system reflected the decisions leadership actually needed to make, not just the data that was available.
01
Audit
Full review of all data sources, mapping gaps, conflicts, and data quality issues.
02
Clean
Structured and cleaned transaction data, expense categories, and invoice records across all three platforms.
03
Model
Built a unified data model connecting revenue and cost into consistent, agreed definitions.
04
Build
Designed and built a five-section dashboard — on Looker Studio with live data and filters.
05
Handover
Full team walkthrough, documentation, and a support window for questions and adjustments.