Put the four or five numbers that run the business on one screen.
Dashboards and KPIs put the handful of figures that run your business on one screen: yesterday’s collection, money outstanding, stock below level, and jobs open past their date. They come from the records your team already keeps. Nobody prepares a sheet for the meeting, because the screen is ready at six in the morning.
Most owners already have their numbers. They are scattered: collection in the cash book, outstanding in the accounting software, pending orders in a diary, and complaints on a phone. Assembling them takes until Wednesday.
A dashboard shows the same figures, read straight from the system at the moment you look. Four tiles that matter are worth more than forty charts that do not.
What your team uses today.
The module takes over these, one at a time, so nothing has to stop while it is set up.
- A sheet built before the Monday meeting
- Asking the accounts assistant for the day’s figure
- A WhatsApp group where managers post their totals
The problems this is meant to ease.
What dashboards and kpis does.
What this looks like in a working week.
Illustrative scenarios, written to show the shape of the work. They are not accounts of client systems.
The people who open this every day.
From first conversation to daily use.
Ask what is checked daily
You tell us which figures you chase and which you ignore. You get a written list of tiles proposed for each role. Fewer tiles work better.
Source the records
We locate where each figure lives in your current records. You get a note naming the source and any gaps. Gaps are listed honestly.
Draft the screens
A first dashboard is built on your data for a few roles. You try it, and move or remove tiles.
Set comparisons and access
Periods, targets and viewing rights are agreed. Each person is given a login that opens only their screen.
Start the messages
The scheduled summaries are turned on for a small group. The group reports back on timing and content.
How you would know it is working.
Record where you stand before it goes live, so the change is measured against your own figures.
- Dashboard opens by role, by week
- Tiles opened to the underlying records
- Figures that disagree with the books
- Meetings that start without a prepared sheet
- Reports requested from staff that the screen now answers
It is one part of a system, not an island.
A module earns its place by what it passes to the next one. These are the connections we set up most often.
- Report builder
- Invoice management
- Stock tracking and alerts
- Your accounting software
Products that include it.
How we would put it in.
Questions owners ask about dashboards and kpis.
Can it read numbers out of our accounting software?
Usually yes. Sales, outstanding and ledger balances can be pulled from your accounting software on a schedule and shown beside figures from your other systems. How often depends on how that software is run, and we check this before design begins.
How many figures should a dashboard have?
Four to six on the main screen. Beyond that people stop reading, and a dashboard nobody reads is worse than a report nobody asked for. Everything else belongs one tap deeper.
Does having data in three places stop us?
No, though it affects the cost. Figures can be brought together from your billing software, your accounting software and a spreadsheet. Where a system is closed, the numbers arrive by scheduled export.
Is a weekly report not enough?
For many owners it is, especially where the business changes slowly. A live screen earns its place in daily trades. Our Garage Management Software shows cars in the bay, today’s revenue and unpaid invoices, because a bad morning there can still be fixed by evening.
How is the price of a dashboard worked out?
The count of figures and the number of source systems drive it. Roles, branches and scheduled messages add effort. After the scope is read, each part is itemised in the quotation, and any one can be set aside.
What affects the time a dashboard takes?
The cleanliness of the records behind each figure affects it greatly. A release with the daily figures for the owner can come before the rest. From you we need the list of figures and access to the data; the schedule is agreed in writing before work begins. Messy records slow everything.
Businesses that ask for this.
Modules that work with it.
Tell us how you handle dashboards and kpis today.
A spreadsheet, a register or another system: say which, and we will tell you plainly what is worth changing.
What happens after you share your requirements
- A senior engineer reads your answers. Nobody phones first.
- Within one business day you get a written note: what we understood, what we would start with, and the questions we still have.
- If it fits, a proposal follows with the order of work, what we need from you and what you receive at each step.
- No call is booked and nothing is paid until you have read the note. Your details stay with us.
Start with your requirements
Seven short steps that tell us what you need. A senior engineer reads them before anyone gets in touch.
Share your requirements