Stop Running Your Business on Spreadsheets
Your CRM, finance, marketing, and operations data shouldn't live in separate systems. We connect everything into a central warehouse and build dashboards that show how your business is really performing.
Start a Project See How It WorksClean Data. Clear Numbers.
Most businesses already have the data they need. It's just scattered across tools. Sourcevale connects those systems and turns the data into dashboards your team can trust.
- Connect HubSpot, Zoho, Salesforce, Xero, Stripe, Shopify, ERP & more
- Central data warehouse with automated updates
- Custom dashboards for sales, finance, and marketing
What You’ll Gain
We connect your systems, build the data warehouse, and create dashboards that show what's actually happening in your business.
Connect Your Systems
HubSpot, Zoho, Salesforce, Xero, Stripe, Shopify, ERP — your tools are connected so data flows into one place automatically.
Data Warehouse
All business data stored in one central warehouse. Infrastructure usually runs around $100 per month.
Custom Dashboards
Sales, revenue, pipeline, marketing performance, and operations — all visible in one place.
Data Modelling
Data from different systems is cleaned and structured so reports and dashboards actually make sense.
Automation
Dashboards update automatically and reports refresh without manual exports or spreadsheet work.
AI Ready Data
Once data lives in a warehouse, AI tools can analyse trends, forecast revenue, and uncover patterns.
From Systems to Dashboards
Most projects go live within a few weeks. The process is simple and focused.
1. Discovery
We map your systems, data sources, and reporting needs to design the right architecture.
2. Connect & Build
Data sources are connected and the warehouse is built. Most setups go live within 2–4 weeks.
3. Dashboards
Custom dashboards are created so your team can see sales, revenue, and operations clearly.
Data Stack Setup
Projects are priced based on systems connected and dashboards required. Infrastructure typically runs around $100/month.
Common Questions
If you can't find your answer here, send us an email at info@sourcevale.com.
Ready to Connect Your Data?
Tell us which systems you use and we'll show you how the data stack would work.