SOUND FAMILIAR?
When people ask us
about a dashboard
"Everyone keeps asking me for the same numbers."
Sales, cash position, job status. You pull them by hand on Tuesday and someone asks again on Friday.
"Our data is in five different places."
Xero, the CRM, the phone system, a workflow tool nobody else logs into, and a spreadsheet.
"We get reports, but nobody reads them."
A PDF that lands monthly gets skimmed once. A screen on the office wall gets looked at all day.
"I want to know if this month is going well."
Now, not after the books are closed off.
WHAT YOU GET
What we build
Start with the systems you already run.
Your data sources, connected
Xero, your CRM, phone call summaries, industry-specific workflow systems, spreadsheets. If it has an API or an export, we can usually get at it.
Live views
The dashboard refreshes itself. Revenue and cash position, leads closed, call volumes, whatever your team argues about most.
Built in a stack you can keep
Power BI, Grafana, n8n or Zapier for the plumbing. We have tools we prefer and we fit around the setup you already have.
REAL RESULTS
One customer stopped
being the reports person
They were fielding requests for the same figures all week. We put finance data, phone call stats and leads closed onto one real-time dashboard the whole team could see. The requests stopped being a chore, because the answer was already on the screen.
- Today's numbers, nobody has to pull them
- The trend behind each number
- Refreshes itself, all day
Live dashboards work like this. Numbers people ask for sit up top, the trend sits underneath, and the whole board refreshes without anyone touching it.
Related services
Workflow Automation
Once you can see a number, the next step is acting on it without a person in the middle.
Artificial Intelligence
Call summaries and document handling turn messy conversations into data you can chart.