Services, Australia

Your whole business in one view, without building the report.

Most owners know their numbers a month late, after someone has spent a day in spreadsheets. A dashboard pulls sales, jobs, stock and cash from the systems you already use and shows them today.

What an owner dashboard does

It reads from your accounting system, your job or stock system and anything else that holds the numbers, then shows the handful of figures you actually run the business on.

It also tells you what needs attention: the invoice that is forty days overdue, the product about to run out, the venue or branch that slipped this week.

What it replaces

  • The monthly report someone builds by hand
  • Logging into four systems to answer one question
  • Finding out about a problem at the end of the month
  • Arguments about whose spreadsheet is right

How we build one

We begin with the questions you ask most often, not with a wall of charts. The first version answers those questions well. More views are added as you use it and learn what you want to see.

Each person sees what they should. An owner sees everything, a branch manager sees their branch, and your accountant sees the money.

Questions

Should we build a custom dashboard or use Power BI?

Power BI is a strong tool if you have someone to build and maintain the reports. A custom dashboard suits owners who want the answers without learning a reporting tool, and who want it to do things as well as show things, such as sending a reminder or flagging a job.

Can it pull from Xero or MYOB?

Yes. Both are built to share your figures with approved software, so sales, invoices and cash appear on the dashboard without anyone exporting a report.

Can my managers see only their own area?

Yes. Access is set per person, so each manager sees their own branch, venue or team.

How current is the data?

That depends on the systems it reads from. Many update within minutes, and some update overnight. We tell you which before the build starts.

Related

Bring us the problem.

Tell us what is slowing your business down. We reply within two working days with a straight answer.

Tell us what you need
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