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CRM / Dashboard

A dashboard pulling from the tools you already use, showing the numbers you actually care about.

A dashboard pulling from the tools you already use, showing the numbers you actually care about. It stands alone, for people who want the figures without buying a whole system to hold them.

From £800 Price agreed upfront No hidden extras
SPECIFICATION — REPORTING DASHBOARD CRM / Dashboard
What you get

Everything included, nothing hidden.

WHAT YOU GET — INCLUDED CRM / Dashboard
Custom data dashboard
Pulls from your existing tools
The numbers you care about
SCOPE3 deliverables included
The detail

Most businesses already have the data. It is spread across accounting software, a spreadsheet, a booking system and a website, so seeing the whole picture means opening four things and doing sums. This connects those sources and puts the numbers you run the business on in one place, agreed with you rather than chosen for you.

The work starts by agreeing what those numbers should be and where they come from, which is what decides whether the dashboard is useful or merely decorative. Data sources vary enormously between businesses, so what is straightforward for one is real work for another, and we will tell you which yours is before you commit.

Who this is for

You already use several tools that each hold part of the picture, and assembling it is a manual job somebody does every week or month. You know which numbers matter to you and you are tired of putting them together by hand. You do not want to replace the tools you have, you want to see across them.

When this is not the right answer

If you need somewhere to actually work, managing clients, quotes and projects rather than just viewing figures, the Portal Starter or the Portal Pro is the right buy and reporting comes with the larger one. If your data already lives in one system that reports well, you may not need this at all, and we would rather say so.

How it works

Step by step.

01
Agree KPIs and data sources
02
Connect tools
03
Build dashboard
04
Test
05
Handover
Typical timescale
Around 2 weeks, once we have what we need from you.

Common questions

That depends on what each of your tools allows a connection to, and it is the first thing we check rather than assume. Tell us exactly what you use at the start and we will tell you honestly what can be connected and what cannot, before you commit to anything.
No. This deliberately stands alone and works over the tools you already have. If you later decide you want somewhere to work as well, the larger platform tier includes reporting of its own, so this is not a stepping stone you are required to buy first.
You do, at the start, and that conversation is most of the value. The common mistake is a dashboard full of numbers that were easy to pull rather than the handful you would actually change a decision over. We push for the second.
Then it surfaces quickly, and that is usually worth knowing on its own. A dashboard reflects the state of the data underneath it, so inconsistent records show up as odd figures. We will tell you what needs tidying rather than building something that quietly reports the wrong numbers.

How we make money

We charge for work, and that is all. Your ad spend, your software subscriptions and anything else bought on your behalf go on your own accounts at cost, with nothing added by us.

Our prices are published and they are the same for everyone.

Read how we work and how we make money →

Talk to us about your system.

Straight answer, no obligation. Tell us what you need and we will tell you what it takes.