TECHNOLOGY & AUTOMATION
See sales, stock, cash and team performance on one screen
Numbers sit in billing software, spreadsheets, bank apps and WhatsApp messages. To see the whole picture, someone spends hours collecting and cleaning data, and by then it is out of date. A good dashboard puts the few numbers that matter in one place, refreshed regularly.
We begin with the questions you ask most often, not with chart types. We identify where the data lives, clean the key fields and build dashboards for owners, sales and operations. We keep them simple so people trust them and check them daily.
Discuss your business ↗WHAT WE DO
Practical support,
step by step.
- 01List the decisions and recurring questions the dashboard must help answer
- 02Define each measure precisely, for example what counts as a sale, a lead or an on-time delivery
- 03Locate and assess data sources such as accounting software, CRM, spreadsheets and e-commerce platforms
- 04Clean and structure the data, and set rules so it stays consistent going forward
- 05Design separate views for the owner, sales, operations and finance, each with only a few key measures
- 06Build the dashboards in a tool matched to your budget and skills, from spreadsheets to Power BI or Looker Studio
- 07Add alerts or highlights for results outside the agreed range
- 08Train users to read the dashboard and set a short routine for reviewing it in team meetings
WHAT YOU RECEIVE
Outputs you
can use.
- Measure definitions document
- Data source and refresh map
- Working dashboards for chosen functions
- User guide and training session
- Review routine for team meetings
Final deliverables depend on the agreed scope.
WHO THIS IS FOR
Owners who rely on gut feel because reports take too long, managers who need live numbers to run their teams, and businesses with data spread across several tools.
LET’S MOVE YOUR BUSINESS FORWARD
