Dashboards and reporting
See how the business is doing without asking anyone.
I build live dashboards that pull your numbers from the tools you already use: jobs, sales, quotes, bookings and costs in one view. The figures are agreed with your team first, so everyone trusts what they're looking at.
For owners and managers deciding from spreadsheets, or from gut feel.
Sound familiar?
- —Your numbers are spread across accounts, spreadsheets and your CRM.
- —The weekly report takes someone half a day.
- —You can't see jobs or sales in progress at a glance.
- —Everyone records things differently, so the figures don't add up.
What's included
- —Workshops to agree the figures that matter
- —Live dashboards connected to your existing tools
- —Separate views for owners, office and field teams
- —An automatic weekly summary email
- —Checks that keep the data accurate
What I build
The problem, and the fix built for it.
The problem
The weekly report takes half a day
The fix
A dashboard that updates itself, and a summary email every week.
The problem
Numbers in five different places
The fix
One view pulling from the tools you already use.
The problem
No view of work in progress
The fix
Jobs, quotes and sales pipelines by team or person.
The problem
Figures nobody trusts
The fix
Agreed definitions and data checks, so the numbers hold up.
How it works
- 01
Agree the figures
A short workshop on the numbers that drive your decisions.
- 02
Connect your data
I link the tools you already use and tidy what needs it.
- 03
Build and review
You see a working dashboard early and we refine it together.
- 04
Launch and hand over
Your team gets access, and the weekly summary starts.
How it connects
Questions about dashboards and reporting
Most tools with an export or a connection, such as accounts, CRM, booking systems and spreadsheets. I'll confirm yours in the quote.
Yes. Dashboards update as your data changes, and the summary email arrives on a schedule you choose.
Each person sees the view that fits their role. Access is agreed with you.
Usually not. Dashboards are built on top of what you already use.
Yes. Everything is quoted to your business after a short call or brief, so you know the scope and price before anything starts.
Get a quote
Tell me what you need.
A few details is all it takes. You'll get a reply within one working day and a fixed quotation before anything starts.
Enquiry · Your business
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What is your business called?
If you're pre-launch, the working name is fine.