Know what needs following up.
See unpaid invoices, open estimates, overdue tasks, and the person responsible for the next step.
Custom Dashboards · CINCINNATI
Open one page. Know what needs you.
Stop digging through spreadsheets, drives, emails, texts, and separate tools to get an update. We bring the information you need into one dashboard built around the decisions you make.
The answers you need in one dashboard, or the dashboard is free.
Here’s how we check it →Free 30-minute call. No scan required.
Here’s what you walk away with.
One dashboard for your agreed questions, with source information and update times your team can check.
See where work is getting stuck.
Bring job updates, requests, and workflow status into one view. Find the items that need a decision.
Stop assembling updates by hand.
Use approved information from your drives, workflows, emails, and texts where access allows. Put the answers your team actually uses together.
Here’s how we get it working.
Choose the answers that matter.
Use a free 30-minute call to show Mark the reports and updates you check now. Start with a small set of useful questions.
Agree on the sources and numbers.
We define what each number means, what access is available, and how often it updates. You get the scope, price, and running costs first.
Check the dashboard against the source.
We compare the agreed answers with your source records, show refresh times, and test how missing or stale information is flagged.
The answers you need in one dashboard, or the dashboard is free.
We choose the questions your dashboard needs to answer and the sources behind them. Before handoff, we check those answers against the agreed source records and show when the information was last updated.
If the dashboard doesn’t give you those agreed answers, you don’t pay our dashboard build fee. If you’ve already paid it, we return it.
The promise covers our build fee. We agree on separate software subscriptions, hosting, and running costs before work starts.
Explore a sample business dashboard
Open one page. Know what needs your attention.
A useful business dashboard combines information from systems you already use into one view: cash owed, open estimates, job status, and overdue tasks. Begin with the decisions you need to make, then connect approved data sources. Show where each figure comes from and when it last refreshed.
Your information. In one useful view.
Start with three approved information sources and five measures your team actually uses. That could mean accounting, a CRM, and a job tracker. Drives, workflows, email, and texts can be included where your tools and access support them.
- Choose the decisions. What do you need to know before starting your day?
- Connect approved sources. Confirm access, field definitions, connection costs, and refresh timing.
- Make the next step clear. Show what needs attention, who owns it, and where the information came from.
Measure the result: time spent preparing reports, chasing updates, and finding the information needed to act.
Free 30-minute initial assessment. We agree on sources, scope, refresh timing, and running costs before building.
Sample owner’s dashboard
Fictional data for a service business. No customer systems are connected. All three sample sources below show a 9:00 a.m. snapshot.
- Unpaid invoices
- $18,400
- Overdue · included above
- $6,200
- Open estimates
- $32,500
- Jobs needing an update
- 3
- Follow-ups due today
- 4
Start with the balances that need attention.
Of the sample $18,400 unpaid, $6,200 is overdue. Check that overdue list for payment updates or disputes before preparing follow-up. Open estimates are potential work, not money already earned.
- Accounting: sample invoice and payment export · 9:00 a.m.
- CRM: sample estimate and follow-up export · 9:00 a.m.
- Job tracker: sample shared-sheet snapshot · 9:00 a.m.
Can you connect QuickBooks and my CRM?
We can scope a dashboard around your accounting and CRM information using the access those systems provide. We confirm the available fields, permissions, refresh timing, and any connection costs before the build. We may start with approved exports when direct access is not available.
Can my dashboard include email and workflow updates?
Yes, where your approved tools and access support it. A dashboard can bring together relevant files, workflow records, email updates, and texts. We agree on the specific sources and what the dashboard is allowed to show before connecting anything.
How current is the information?
That depends on the source and the refresh schedule we agree on. The dashboard should show where a number came from and when it last refreshed. A daily export is labeled as a daily export; it is not presented as a live connection.
A few things you might be wondering.
Will the dashboard be live?
We agree on the update schedule your decisions need and your software supports. Some sources can update frequently; others use scheduled exports. The dashboard shows when the information was last updated.
Can it include email, texts, and files?
Yes, where your tools and approved access support it. We agree on the sources, permissions, information, and review steps before connecting anything.
What does a build cost?
The first 30-minute call is free. We agree on the result, scope, and build price before work starts. Software subscriptions, hosting, running costs, and ongoing support are discussed and priced separately before you commit.
Bring the questions you check every morning.
The first 30 minutes are free. Let’s find a useful place to start.