Dashboards, analytics & automation
Business dashboards, analytics and automation
Your data already exists in bills, registers and spreadsheets. We bring it into one dashboard that shows how the business is doing today, and we automate the repetitive tasks, reminders, reports and follow-ups, that take up your team's time.
Sound familiar?
These are the problems we hear most often before a business moves to dashboards, analytics & automation.
- Numbers are spread across Excel files, billing software and registers
- Reports are made by hand every week and are already out of date
- Staff spend hours sending the same reminders and messages
- Decisions are made on gut feel because nobody can see the trend
What it covers
Each part is set up for your business. Start with what you need and add the rest later.
Owner dashboard
Sales, collections, orders and stock on one screen, updated as work happens.
Filters and drill-down
View figures by branch, salesperson, product or period and open the records behind them.
Scheduled reports
Daily or weekly summaries delivered by email or WhatsApp without anyone preparing them.
Automated reminders
Payment, renewal, appointment and follow-up reminders that go out on their own.
Workflow automation
Routine steps, like creating a task when an order is confirmed, handled by rules.
Data from your sources
Figures pulled from our software, Excel sheets or other systems you already use.
How it works
Pick the numbers that matter
We agree the handful of figures you want to see every day, and the tasks you want off your team's plate.
Connect the data
Your data sources are linked and cleaned so the figures can be trusted.
Build the dashboard and rules
Dashboards, scheduled reports and automation rules are set up and tested with you.
Refine with use
After a few weeks of use, we adjust what's shown and add new automations.
Where it's used
Dashboards, analytics & automation is set up differently for each industry we work with.
Questions we're often asked
Something else on your mind? Ask us directly.
Want the numbers that matter on one screen?
Tell us what you check every day and what your team does again and again. We'll show you what we can put on a dashboard and automate.