Your key numbers, in one clear view.
See sales, outstanding work or other agreed business figures in one place. We bring data from compatible tools into a clear screen, with refresh times and access agreed with you.
One place to look
Sales, jobs, cash and enquiries together, instead of in five different logins.
Always current
Figures update automatically from the source, so nobody copies them across.
Spot problems early
See a dip in enquiries or a cash squeeze coming before it bites.
Running the business on gut feel and old reports
The Monday morning spreadsheet
Someone spends hours pulling numbers into a report that is out of date by lunchtime. A dashboard does it for you.
Too many logins for one answer
Sales in one system, jobs in another, cash in the accounts. A dashboard brings them into one view.
Finding out too late
You notice a slow month once it is over. Live numbers show the trend while you can still act.
What’s included
A dashboard built around the numbers you use.
We start with the handful of figures you check most, then add more as you need them.
Your key figures
We agree the few numbers that matter most to how you run the business.
Connected data sources
Figures pulled from your accounts, sales, booking or job systems automatically.
Automatic updates
Data refreshes on a schedule, so the view is current without anyone touching it.
Clear charts
Simple charts and totals that make sense at a glance, with no clutter.
Access by role
Owners see everything; team leads see what is relevant to them.
Scheduled summaries
An optional weekly email with the headline numbers, for those who prefer their inbox.
From first call to ongoing care
Choose the numbers
01We ask what decisions you make each week and which figures would help.
Find the data
02We check where each figure lives and how reliably it can be pulled across.
Build the view
03You review a draft dashboard with real data and tell us what to change.
Keep it accurate
04We monitor the data connections and add new figures as the business changes.
What changes when the numbers are in one place
Hours back each week
No more copying figures into spreadsheets just to see how things are going.
Decisions on real data
Hiring, spending and pricing calls are based on current numbers, not last quarter’s.
Earlier warnings
Trends show up as they happen, so you can act before a slow month becomes a bad one.
Everyone on the same page
Your team works from the same figures, so meetings start with facts.
Business Dashboards FAQs
Straight answers about cost, coverage and getting started.
Can our accounts software not do this already?
It shows its own figures well. A dashboard combines them with sales, jobs and bookings from other systems, which most single tools cannot.
Which systems can you pull data from?
Most modern business software allows data to be shared. We check each of your systems during the review and confirm what is possible.
How up to date are the numbers?
That depends on the source systems. Some update within minutes, others daily, and we agree the schedule with you.
Is our financial data safe?
Access is limited by role, sign-in is protected and data stays within services agreed with you in the proposal.
More custom business systems
Other ways we can help.
Choose the services you need now, with room to add more as your business changes.
Client Portals
A secure login where customers see updates, share documents, approve work and view invoices.
Job & Project Trackers
Every job from enquiry to invoice in one place, with status your whole team can see.
Booking Systems
Online booking shaped around your services, staff and availability, with fewer phone calls.
All Custom Business Systems
Portals, job trackers, booking tools and dashboards built around the way your business works.
Start with a conversation