Business dashboards for small business, from your CRM, ERP and accounting
The numbers you check every week, live, pulled straight from every system you use. No more Friday afternoon spent exporting, pasting and hoping the formulas still work.
What it does
The whole business on one screen
Live dataFed straight from your CRM, ERP, accounting and service tools, so the numbers are current every time you look.
The numbers you actually checkBuilt around the questions you ask every week, not a hundred charts nobody reads.
Everyone sees the same thingOne version of the truth, from the shop floor to the owner, with each person seeing what is relevant to them.
Related work
A project like this
FAQ
Questions about dashboards
01
Can't we just use the reports in HubSpot or our ERP?
Often you can, and we will tell you if that is enough. Dashboards make sense when the answer needs data from more than one system, like sales from HubSpot and margins from SAP.
02
What tools do you build them in?
Whatever fits. Sometimes that is reporting you already pay for, sometimes a simple custom dashboard. You own it either way.
Could SR&ED cover part of your build? Read how it works
How we work
Every project, the same three steps
01We find the pointWe sit with your team and pick the one problem costing you the most.
02We build the layerSoftware, AI and integrations on top of the tools you already have.
03We keep it runningYour team gets trained, you own everything, and we stay on for support.