Stop logging into five systems to find out how the week is going. We build one dashboard that pulls your sales, jobs, stock, invoices and bookings together and keeps itself up to date.
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Example
This is the kind of dashboard we build. Yours shows your own numbers, laid out the way you think about your business.
What You Can Track
Daily, weekly and monthly sales against target, by product, service or staff member.
What's booked, in progress, waiting on parts or finished. Ideal on a TV in the workshop or office.
Unpaid and overdue invoices, cash in the bank and what's due this week, straight from your accounting software.
Stock levels, slow movers and items to reorder, with alerts before you run out.
Hours worked, utilisation and jobs per technician, without collecting spreadsheets every Friday.
Where new enquiries come from, how many turn into jobs and how fast your team responds.
Why A Custom Dashboard
Most small businesses already have the data. It's spread across accounting software, a booking system, a spreadsheet and someone's inbox. Getting a clear picture means exporting, copying and pasting, and by the time the report is finished it's out of date.
A dashboard fixes that by connecting directly to the systems you already use and refreshing on a schedule, every few minutes or every morning. You can view it on a phone, a laptop or a TV on the wall, and send a summary to your inbox automatically.
We can host it in the cloud or on an on-site automation server in your office, so your data stays on your premises.
How It Works
A 30-minute chat about where your team's time goes. You get a short list of what's worth automating and what it would cost.
We build the workflow or dashboard, test it on your real data, and run it alongside your current process until you trust it.
Your team gets a simple guide. We monitor it, fix anything that breaks and adjust it as your business changes.
Common Questions
Most systems with an export or an API: Xero, MYOB, QuickBooks, Microsoft 365, Google Sheets, Stripe, Square, booking systems, and your own databases. If we can't connect directly, we can automate a scheduled export.
Yes. Many clients run a jobs or sales board on a wall-mounted TV. It refreshes itself and needs nobody to log in each morning.
Only people you approve. Access is protected by sign-in, and sensitive figures such as cash and wages can be limited to owners and managers.
A first version with your key numbers is usually ready in one to two weeks. We then refine it with you as you start using it.
Book a free 30-minute audit. We'll look at where your numbers live and show you what a dashboard could track.