Business Dashboards
Sales, stock, cash and team numbers on one live screen.
Who it's for: Owners and managers who want sales, stock, cash and team numbers on one live screen.
What you get
- Power BI or web dashboard
- Connected to Excel, ERP, Shopify or your database
- Updates automatically
- Mobile view for management
See it in action
Watch the video, or follow the live demo step by step.
Monday morning in one screen
- Data refresh · 6:00 AMAI worksSales, stock and bank data updated
- DashboardDoneSales +12% · 3 items low on stock · $41K overdue
- AlertYour OKReceivables over limit – review?
Data updates before you wake up.
Exactly what's included
Your key numbers
Up to 10 KPIs agreed with you – sales, margin, stock, cash, receivables, orders, team workload.
Connected to your data
Excel, ERP, Shopify, Stripe or your database – updates automatically.
Power BI or web
In Power BI or a secure web dashboard.
Mobile view
Check the numbers on your phone.
Alerts
Optional email alerts when a number goes above or below a limit.
Not included
- Power BI licences
- Cleaning years of messy historic data (quoted separately)
What we need from you
- Access to your data sources
- Your current reports
- Who should see what
How it works
- 1
KPI workshop
We agree the numbers that matter.
- 2
Build (2–4 weeks)
Data connected and dashboard designed.
- 3
Review
You check the numbers against your reports.
- 4
Go live
Dashboard shared with your managers.
Questions
Can it update itself? +
Yes – data refreshes automatically on a schedule.