See Your Business Performance at a Glance

The Problem: Death by Spreadsheet

Your business data is scattered everywhere—accounting systems, CRM, inventory management, e-commerce platforms, marketing tools, project management software. Each system speaks its own language. None of them talk to each other.

Want to answer a simple question like "Are we on track this month?" You're looking at an hour of work. Export data from five different systems. Copy everything into a master spreadsheet. Fix the formulas that broke. Create new charts. Email it to stakeholders.

And by the time you hit send, the data is already out of date. There has to be a better way.

What is a KPI Dashboard?

A KPI dashboard is your business intelligence in one place—a real-time visual display of your most important business metrics, automatically pulling data from all your systems. No more hunting. No more manual updates. Just the truth about your business, right now.

What Your Dashboard Shows You

Financial metrics that matter: Revenue, expenses, profit margins, cash flow. See your financial health at a glance.

Sales performance: Pipeline value, conversion rates, deals won and lost. Know exactly where your revenue is coming from.

Operational efficiency: Productivity rates, capacity utilisation, process efficiency. Spot bottlenecks before they become problems.

Customer insights: Satisfaction scores, retention rates, lifetime value. Understand what keeps customers coming back.

Marketing ROI: Lead generation, campaign performance, cost per acquisition. Know which marketing actually works.

What Makes Business Dashboards Valuable

Current data: See what's happening right now, not what happened last week. Make decisions based on today's reality.

Historical trends: Compare to previous periods. Understand seasonal patterns. Spot trends before your competitors do.

Forecasting: Project future performance based on current trajectory. Plan proactively instead of reacting.

Automated alerts: Get notified immediately when metrics go off track. Fix problems while they're still small.

Drill-down capability: Click any number to see the details behind it. Understand the "why" behind every metric.

Our Dashboard Development Process

1. Discovery Workshop

We start by understanding your business, not your data. What decisions keep you up at night? What metrics actually drive those decisions? Who needs to see what information, and when? Where does that data live right now?

This isn't about building pretty charts. It's about giving you the insights you need to run your business better.

2. Dashboard Design

We create mockups showing exactly what your dashboard will look like. Every metric, every chart, every filter. How it looks on your desktop. How it looks on your phone when you're checking numbers on a Sunday morning.

You see it, you approve it, we build it. No surprises.

3. Data Integration

This is where the magic happens. We connect all your systems—accounting, CRM, inventory, e-commerce, everything. Extract the data. Clean it up. Transform it into a consistent format. Load it into your dashboard database. Set up automatic refreshes so it's always current.

Your systems might not talk to each other, but we make them.

4. Dashboard Build

We implement the approved design. Build the visualisations. Add drill-down capabilities so you can dig deeper. Create filters and date ranges. Test on every device your team uses.

The goal is simple: any metric you need, in three clicks or less.

5. Training and Handover

We don't just hand you a dashboard and walk away. Your team learns how to use it. How to interpret the metrics. How to drill down for details. How to request changes as your business evolves.

The dashboard should become part of your daily routine, not another thing gathering dust.

Dashboard Examples by Industry

Recruitment Agency Dashboards

Track what matters in recruitment: active jobs versus available candidates, time to fill positions, placement revenue by consultant, candidate pipeline by stage, and client satisfaction scores.

See immediately when you have more jobs than candidates (or vice versa). Know which consultants are hitting targets and which need support. Identify bottlenecks in your placement process before they cost you fees.

Connected systems: ATS, accounting, client surveys

Professional Services Dashboards

Monitor billable hours by project and client. Track utilisation rates by staff member. See work in progress value, outstanding invoices aging, and project profitability—all in one place.

Spot underutilised staff early enough to rebalance workloads. Identify unprofitable projects before they drain resources. Know exactly where you stand on billable targets, every single day.

Connected systems: Time tracking, project management, accounting

Other Industries: Operations & Sales Dashboards

You already know how to check the pulse of your business—which metrics tell you if things are going well or badly. The problem is getting to those numbers quickly enough to actually do something about them.

Leading indicators: The early warning signs. Pipeline value dropping. Customer inquiries trending down. Inventory turning slower. Website traffic declining. Whatever tells you what's coming before it hits your bottom line.

Lagging indicators: What already happened. Revenue, profit, customer churn. Important for understanding results, but too late to prevent problems.

We help you track both—the metrics you already know matter, just accessible in real-time instead of buried in spreadsheets. Your operational metrics, your sales metrics, your customer metrics. Whatever tells you whether your business is healthy.

Connected systems: Whatever you're currently using—accounting, sales, operations, inventory, CRM, e-commerce, whatever combination makes sense for your business.

Technology We Use for Business Intelligence

Dashboard Platforms

Microsoft Power BI: Our most common recommendation. It's powerful, flexible, integrates beautifully with the Microsoft ecosystem most businesses already use, and has mobile apps that actually work.

Google Looker Studio: Free and surprisingly capable. Great for businesses already using Google Workspace. Connects easily to Google Analytics, Google Ads, Sheets, and other Google services. Perfect for marketing-focused dashboards.

Custom Dashboards: When off-the-shelf won't cut it. Built exactly to your specifications. Complete control. Can embed directly in your existing systems.

We recommend the right tool for your needs, not the one we're most comfortable with.

Data Integration

Power Automate & Power BI Dataflows: The Microsoft Power Platform approach for small to medium businesses. Automate data collection from multiple sources, schedule refreshes, transform data as it flows through. Works seamlessly with Power BI and your existing Microsoft 365 environment. No enterprise overhead.

API Connections: Direct connections to your source systems. Real-time data availability. Minimal latency between something happening and you seeing it.

Custom ETL Processes: When your systems don't play nicely with standard tools, we build custom extract, transform, and load processes to ingest, transform and prepare the data for your dashboards.

Investment in Your Business Intelligence

Dashboard costs depend on complexity. How many data sources? How complex are the calculations? How many users? How often does it need to update? Platform-based or fully custom?

Typical Investment:

• Discovery and Design: $2,000-5,000 (understanding what you actually need)
• Initial Dashboard Build: $5,000-20,000 (depends on complexity)
• Ongoing Platform Costs: $50-500/month (the software itself)
• Ongoing Updates/Support: As needed (your business changes, your dashboard should too)

ROI comes from two places: Hours saved (no more manual reporting) and better decisions (acting on current data instead of guesswork).

What You Get

Initial Delivery

A fully functional dashboard with data automatically updating on your schedule. User access configured for everyone who needs it. Mobile-ready design that works on any device. Complete documentation so you're never stuck.

Training That Sticks

Your team learns how to use the dashboard, how to interpret the metrics, how to drill down for details, and how to request changes. We don't leave until everyone's comfortable.

Ongoing Support

Your business changes. Your dashboard should too. New metrics, different data sources, modified calculations—we handle it. Or you can. We provide documentation and training so your team can make simple updates themselves.

When things get complex or time is short, we're here. One call, problem solved.

Next Steps: Get Clear on Your Metrics

Book a Dashboard Discovery Session. We'll identify the key metrics you actually need to track (not just what's easy to measure). Review your current reporting process and find the pain points.

No obligation. No sales pitch. Just an honest conversation about whether a dashboard makes sense for your business.

Stop flying blind. Get the business intelligence you need to make better decisions faster.