Dashboards
See Your Whole Business
on One Screen.
Your numbers live in five tools that don't talk to each other. We build custom dashboards that pull sales, jobs, money, and operations from the software you already use into one clear, permissioned view — so the answer to "how are we doing" is a glance, not an afternoon of compiling.
01
Dashboards We Build
Every dashboard is built around the questions you actually ask — not a wall of charts nobody opens after week two.
Book a Consultation →Executive Dashboards
One screen for the owner: revenue, cash position, pipeline, and workload, side by side. Answers "how is the business doing right now" without waiting for someone to compile it.
Operations Dashboards
Jobs, orders, or tickets by stage, with age and owner visible. Answers "which jobs are stuck, and who's waiting on what" before the customer calls to ask.
KPI Dashboards
The handful of numbers you've agreed actually matter, tracked against targets over time. Answers "are we on pace this month, or falling behind" — early enough to do something about it.
Sales & CRM Dashboards
Leads by source, conversion by stage, and follow-up activity pulled straight from your CRM. Answers "where do our customers actually come from — and where do we lose them."
Financial Reporting Dashboards
Revenue, expenses, and margin by job, crew, or service line, built from your accounting data. Answers "are we making money this month — and on which work."
Administrative & Back-Office Dashboards
Outstanding invoices, upcoming deadlines, renewals, and paperwork status in one place. Answers "what's overdue, what's due this week, and what fell through the cracks."
02
The Details That Make It Useful
The difference between a dashboard people use daily and one they abandon is in the plumbing — the parts you don't see on the screen.
Data-Source Integration
We connect your CRM, spreadsheets, accounting tools in the QuickBooks class, and databases. If a tool has an export or an API, we can usually pull from it — and we'll confirm each source during discovery, not after the contract.
Data Quality First
A dashboard is only as good as its inputs. Before we build a single chart, we clean up definitions — what counts as a sale, an active job, a closed lead — so the numbers on screen are ones everyone trusts.
Scheduled vs. Near-Real-Time Refresh
An honest trade-off: nightly or hourly refreshes are cheaper to build and run, and they're enough for most decisions. Near-real-time costs more and earns it only for things like inbound leads or live job status. We'll tell you which parts need which.
Permissions & User Roles
The owner sees financials; crew leads see their jobs; the front desk sees schedules. Each person gets the view their role needs — nothing more, nothing hidden that they should have.
Exports & Scheduled Reports
Download any view as a spreadsheet or PDF, or have a summary land in the right inboxes every Monday morning — automatically, without anyone remembering to send it.
Alerts & Thresholds
Set a line, and get an email or text when a number crosses it — a job past its due date, cash below a floor, a lead untouched for 48 hours. The dashboard watches so you don't have to.
Mobile Access
Readable on a phone in a truck, not just on a desktop in the office. The views that matter in the field are designed for the field.
03
Process & Ownership
Built in the open, documented as we go, and yours when it's done.
Discovery First
We start by asking which decisions the dashboard serves, who looks at it, and how often. A dashboard nobody checks is a decoration — so we design around real habits, not hypothetical ones.
Metric Definitions in Writing
Before the build starts, we agree in writing on what each number means and where it comes from. When the dashboard says revenue, everyone knows exactly what's being counted.
Build, Then Training
We build against the agreed definitions, then walk your team through it — what each view shows, how to filter, and how to trust-check a number against the source system.
You Own It
The code, the configuration, and the data are yours. Maintain it in-house, hand it to another developer, or add an optional maintenance plan — your call, and never a requirement.
FAQ
Common Questions
Scope determines cost and timing — the number of data sources, how much cleanup the underlying data needs, and how fresh the numbers have to be all matter. We scope it in a discovery conversation and a written quote follows. Third-party service costs, like hosting or connector fees, are separate when applicable.
CRMs, spreadsheets, accounting tools in the QuickBooks class, databases, and most modern software with an export or an API. If a tool has no clean way to get data out, we will tell you what the workaround involves before you commit to anything.
For most business decisions, a nightly or hourly refresh is plenty — and it costs less to build and run. Near-real-time updates make sense for things like inbound leads or job status, and we will tell you honestly which parts of your dashboard need them and which do not.
No. We work with what exists — spreadsheets, exports, and the tools you already run. If the data is not ready to support the dashboard you want, we will say so plainly and show you what it takes to get there.
You own the code, the configuration, and the data created for the work — subject to third-party software terms and the written agreement — so you can maintain it in-house or hand it to any developer. If you would rather not think about it, an optional maintenance plan covers updates, monitoring, and changes as your tools evolve.
Yes. We can build a wall-display view — large numbers, readable across the room, refreshing automatically — alongside the standard desktop and mobile views your team uses at their desks.
Get Started
Tired of Compiling Reports by Hand? Put It on One Screen.
Tell us which numbers you check, where they live, and who needs to see them. We'll scope a dashboard around the decisions you actually make — ask for a live walkthrough, and a written quote follows discovery.