See the numbers that matter without building reports by hand.
We build private dashboards that bring figures from spreadsheets and business software into one clear place, so your team can track performance, spot problems and receive reports automatically.
Typical first version
4-10 weeks
Data sources
One or many
Access
Set for each team
Put the questions your team asks every week into one dashboard.
Choose the figures that help people make decisions. The dashboard can show the whole business or a single team, branch, product or process.
Sales and revenue
See sales by day, product, service, salesperson or location.
- Revenue and order totals
- Average sale value
- Progress against target
Finance
Give managers a current view of money coming in and going out.
- Costs and margins
- Unpaid invoices
- Cash position
Jobs and operations
Track work from assignment through to completion.
- Open and late jobs
- Completion times
- Team workload
Marketing and leads
Understand which enquiries become customers and where they came from.
- Enquiries by source
- Sales won and lost
- Cost per enquiry
Stock and orders
See what is available, what is moving and what needs attention.
- Current stock
- Low-stock items
- Order and supplier status
Branches and teams
Compare performance without rebuilding the same report for every group.
- Location comparisons
- Department targets
- Individual workload
Start with one report or bring reporting together across the business.
Source access, data quality, calculations, update frequency and the number of staff groups have the greatest effect on scope and timeline.
Single-source dashboard
For turning one prepared spreadsheet, database or business system into a clear dashboard.
- One data source
- One main dashboard
- Date filters
- Simple downloads
- Secure staff sign-in if needed
Connected business dashboard
For bringing figures from several systems together and replacing a repeated management report.
- Several data sources
- Data cleanup and agreed calculations
- Several dashboard views
- Team-based access
- Scheduled reports and alerts
Internal reporting platform
For larger reporting needs across departments, branches or staff roles.
- Different team views
- Detailed filters and records
- Historical data import
- Automatic source updates
- Rollout and training
Timelines are indicative. We confirm the delivery range after reviewing sample data, current reports and access to each source.
Bring the figures together, clean them and calculate them the same way every time.
A dashboard is only as useful as the information behind it. We inspect the current sources before deciding what can update automatically.
Collect
Bring together the files and systems that hold the figures.
Clean
Find duplicates, missing values, mismatched names and inconsistent dates.
Calculate
Agree exactly how revenue, margin, completion and other figures are worked out.
Show and send
Display the dashboard, prepare downloads and send reports on schedule.
Common information sources
Update frequency
Not every source can update instantly
Updates may be instant, hourly, daily or manual depending on what each source allows. The dashboard will show when figures were last updated and when a connection fails.
Replace a monthly reporting scramble with one repeatable process.
Before
The report is rebuilt by hand
- Download figures from several systems
- Fix columns and date formats by hand
- Copy totals into a reporting spreadsheet
- Rebuild the same PDF or presentation
- Check which version of each figure is correct
After
The dashboard prepares the report
- Sources update on an agreed schedule
- The same calculations are used every time
- Managers see the latest available figures in one place
- Reports are prepared and sent automatically
- Failed updates and missing data are clearly shown
Make every figure clear, checkable and visible to the right people.
A polished chart is not useful if nobody trusts how the number was calculated. Important figures are defined, checked and tied back to a known source.
Know where the number came from
- A written definition for each important figure
- The source used for each figure
- The time each source last updated
- Warnings for missing or unexpected data
- Tests against reports you already trust
- A record of agreed calculation changes where needed
Give each team the right view
- Directors can see company-wide figures
- Finance can see sensitive costs and revenue
- Branch managers can see their own location
- Departments can see the work they own
- Staff access can change with their role
- Restricted figures stay hidden from other teams
Available when required
Features are selected and scoped for each project. They are not all included automatically in every dashboard.
Agree the numbers before designing the charts.
Some stages overlap. Data cleanup can take longer when old reports disagree, fields are missing or a source is difficult to access.
What we need from you
Bring the report and the people who rely on it
- A person responsible for the reports
- Current spreadsheets, reports and presentations
- Representative data from each source
- An explanation of how current figures are calculated
- Team and department access requirements
- Known examples for checking the results
- Prompt review from report users and approvers
Included in every build
Choose this service when the main result is figures, charts and reports for your team.
This page is only for reports used by staff. Customer-facing reports and customer account tasks have their own services.
This page covers private internal reporting
Customer and public dashboards belong to separate services. Formal industry compliance also requires separate planning.
Questions to answer before connecting your reports.
Show us the report your team rebuilds every week or month.
Send the spreadsheet, report or presentation you use today. Tell us where its figures come from, who reads it and which part takes the most time.