Build and Automate

Owner dashboard

See your business at a glance

You shouldn't have to log into five systems and wait for reports to know how your business is doing. We build dashboards that show you everything that matters, updated in real-time.

The visibility problem

Information scattered

Revenue in accounting, pipeline in CRM, utilization in project management, leads in marketing.

Delayed insights

You find out about problems after they've already happened. No early warning system.

Manual assembly

Someone has to pull numbers from everywhere and put them in a spreadsheet for you.

Missing context

Numbers without trends. Data without comparisons. Hard to know if something is normal or a problem.

What you get

Single source of truth

One dashboard pulling from all your systems. Open it, see everything.

Real-time updates

Numbers change as your business does. No waiting for end-of-week reports.

Custom metrics

Track what matters to your business. Revenue per employee, utilization by team, whatever you need.

Alerts and thresholds

Get notified when something needs attention. Don't wait to discover problems.

Mobile access

Check your numbers from anywhere. Works on your phone, looks good on your tablet.

Drill-down capability

Start high-level, dig into details when you need them. Every number is clickable.

Common metrics we track

•Revenue (daily, weekly, monthly, YTD)
•Cash flow and runway
•Sales pipeline and close rates
•Team utilization and availability
•Project profitability and margin
•Customer acquisition cost and lifetime value
•Outstanding invoices and collections
•Lead volume and conversion rates

How we build it

01
Understand your decisions
What do you need to know to run the business? We start with the decisions, not the data.
02
Connect your systems
We integrate with your accounting, CRM, project management, and any other systems you use.
03
Design the views
We create dashboards that answer your questions at a glance. Clean, fast, mobile-friendly.
04
Set up alerts
You tell us what matters. We notify you when something crosses a threshold.

Your data, your dashboard

The dashboard runs on your infrastructure. No per-user pricing that makes you limit who can see it. Share it with your management team, your accountant, your board. You control access.

Frequently asked questions

We connect to virtually any system with an API or database access. Common integrations include QuickBooks, Xero, Salesforce, HubSpot, Monday.com, Asana, Google Analytics, Stripe, and dozens more. We can also pull from spreadsheets, custom databases, and legacy systems.

It depends on the source and your needs. Some data (like website traffic or sales) can update in real-time. Other sources work better with scheduled syncs every 15 minutes, hourly, or daily. We configure each integration based on what makes sense for that data type.

Yes. Every dashboard we build is mobile-responsive by default. You can check your numbers from your phone, tablet, or any device with a web browser. Some clients also choose to set up daily summary notifications sent to their phone.

Absolutely. Since the dashboard runs on your infrastructure, you control access without per-seat licensing fees. You can give different team members different views, hide sensitive financial data from some users, or create role-specific dashboards for different departments.

Completely customizable. We build around your specific KPIs and the decisions you make. Want a custom metric like revenue per employee by department? Done. Need to see year-over-year comparisons in a specific format? We make it happen. The dashboard adapts to your business, not the other way around.

Tell us what you need to see

What decisions do you make regularly? What data do you wish you had at your fingertips? Let's build a dashboard that actually helps you run your business.

Tell us what you need to see