One screen for Monday morning
Ask most owners how the week went and they'll open three things: the job sheet, the accounting software and their email. A dashboard pulls the answers into one place. The useful ones are accurate, stay current without anyone copying numbers into them, and show only the few figures you'd act on.
What goes on a dashboard
We start by asking which questions you answer every week and which ones you wish you could answer. Typical panels include:
Work in progress
Open jobs or orders by stage, with the stuck ones flagged and listed underneath.
Due and overdue
What has to finish this week, and what has already slipped, by crew or by person.
Stock to reorder
Items at or below their reorder point, with the supplier and the last price paid.
Week over week
Jobs closed, orders shipped or tickets solved, compared with the weeks before.
Where the numbers come from
A dashboard is only as good as the data under it. If you already use one of our trackers, the dashboard reads straight from it. If your data lives in other tools, such as accounting software, an online store or a booking system, we check which of them offer an API or a scheduled export and pull from those. Where a source can't be connected, we say so plainly and suggest the simplest way to bring the figure in.
Views for different people
The owner, the office manager and a crew lead don't need the same screen. We build a view for each role, and logins decide who sees money figures. A wall screen in the shop can show the board and today's schedule without any financial data on it.
Reports that send themselves
Some numbers are better in your inbox than on a screen. A dashboard can email a short summary every Monday, or a list of overdue items each morning, to the people who need it. You choose what goes in and who receives it.
Questions
Can you build a dashboard on top of our spreadsheet?
Sometimes, as a first step. If the sheet is kept tidy, a dashboard can read from it. If people type into it freely, the totals won't be reliable, and moving the data into a small app first is usually the better order.
Do we need a business intelligence product?
Usually not at this size. Those products are built for analysts. A small custom dashboard with the five numbers you care about is easier to read and costs less to run.
Tracking work in a spreadsheet that keeps breaking? Send us a copy with the customer details removed, or just describe it, and say who uses it and what goes wrong.
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