Custom dashboards
The numbers you run on, in one clear place.
Dashboards and reporting built from the systems you already use, across accounting, CRM, bookings and operations, so the figures you need are always close at hand.
Sound familiar?
Reporting takes too long
A simple question means exporting, copying and rebuilding a spreadsheet.
Different numbers for one question
Two spreadsheets give two answers, and nobody is sure which is right.
What it shows
Built around the questions you ask every week.
Sales and pipeline
Leads, quotes and conversion by source.
Jobs and operations
Work in progress, capacity and what needs attention.
Financial
Revenue, margin and cash from your accounting system.
Team
Hours, workload and where time is going.
Customers
Bookings, repeat work and service history.
Your own measures
The specific numbers your business runs on.
How we build it
Start with the question, then connect the data.
Agree the questions
We work out what you need to see, and how often you need to see it.
Connect the data
We link the systems that already hold the numbers, instead of new data entry.
Build the views
Clear screens for the owner, managers and the team, each showing what they use.
Review and refine
We check the figures with you and adjust as the business changes.
Good to know
Straight answers before you start.
Live or scheduled
Where your systems allow it, figures update live. Where they do not, we set a refresh schedule that fits, and tell you which is which.
Access and running costs
Dashboard tools, data connectors and access for your team are set out, with any subscriptions, before work starts.
Discuss your project
Have a business problem, website, app or software idea?
Tell us what you are working on. We will talk it through with you and be clear about what we would build and why.