Dashboards & reporting

Business dashboards and reporting.
Your whole business at a glance.

We build live dashboards and automatic reports that bring your sales, finance, stock and operations numbers into one clear view, so you decide with facts instead of spreadsheets. You pay for each milestone as it is delivered.

What we build

Numbers you can act on.

Management dashboards

Sales, finance, inventory and team KPIs for owners and managers, on one screen.

Automatic reports

Daily, weekly and monthly reports built and sent for you, with no spreadsheet work.

Connected data

Figures pulled from your ERP, accounting software, CRM, spreadsheets and databases.

Alerts

Get warned when stock runs low, payments are late or a target is missed.

How we work

A milestone plan for your dashboard.

An example of how we might plan a sales and operations dashboard. It shows the shape of an engagement, not a quote.

MilestoneWhat you receivePaid when
01DefineThe decisions you want to make, the key numbers and the data sources, agreed in writing.The plan is signed off
02ConnectYour data sources connected and cleaned, with a first check that the numbers match.The data is accepted
03BuildA working dashboard shown to your team in a demo, adjusted from their feedback.The demo is accepted
04LaunchThe dashboard and automatic reports live for your team, with a short handover.The launch is accepted
FAQ

Dashboard questions, answered.

A dashboard shows your most important numbers, such as sales, cash, stock and team performance, in one screen that updates automatically, so you stop collecting figures by hand.

From the tools you already use: spreadsheets, accounting software, CRMs, your ERP and databases. We connect them so the numbers stay current without manual copying.

Yes. Daily, weekly or monthly reports can be generated and emailed to the people who need them, and alerts can warn you when a number goes outside the range you set.

We agree the numbers you need, the data sources and the acceptance criteria first. You pay as each stage is delivered and accepted, starting with a working first dashboard.

Yes. We build dashboards for the systems we create and for your existing software.

Related: ERP software, data migration and AI and automation services.

Ready to see your numbers clearly?

Tell us what you need and we will reply with a clear next step and a milestone plan.

Book a consultation