Custom dashboards that answer the questions you ask every Monday

We build dashboards from your real data sources—not another BI tool that still needs someone to refresh the sheet.

Leadership does not need more charts. They need one screen that says cash, pipeline, jobs at risk, and inventory exceptions—updated without someone spending Friday afternoon on exports.

Diagnose My Workflow

What breaks today

The pain we hear on almost every intake

Reports built manually every week

Same VLOOKUP ritual, same pivot refresh, same “let me send it after lunch.”

Numbers that disagree between systems

CRM, QuickBooks, and the ops sheet tell three versions of revenue.

Dashboards nobody trusts

Off-the-shelf BI connected once, broke silently, and everyone went back to Excel.

What we build

Focused deliverables—not a vague retainer

Dashboards wired to authoritative sources

Define which system owns customers, revenue, and job status—then display that truth.

Role-based views for owners, ops, and finance

Owners see summary; ops sees exceptions; finance sees reconciliation-friendly detail.

Alerts when metrics cross thresholds

Low cash, stalled jobs, aging receivables—notify the right person, not everyone.

How we work

One workflow, one milestone, expand from proof

List the five questions you ask every week

We build to those questions—not every metric a BI template offers.

Connect one data path end-to-end

Prove numbers match finance before adding more charts.

Expand metrics as trust grows

Add drill-downs and departments after the first view is right.

Questions

Straight answers

Usually not at small business scale. We pull from APIs and databases you already have, with clear refresh rules.

Yes. That is a common pattern—revenue and pipeline in one place with documented definitions.

Those tools need clean data and ongoing maintenance. We build the pipeline and the views together—and own when something breaks.

Hourly, daily, or near real-time depending on the source and the decision you are making.

One authoritative view with one or two sources often lands between $2k–$20k.

Diagnose one workflow. Get a bounded recommendation.

Answer a few targeted questions about one bottleneck and we’ll tell you whether a small first milestone is justified—usually around $2k–$20k depending on scope.

Scope-Lock Satisfaction Guarantee

Scope-Lock Satisfaction Guarantee: if the milestone does not match what we scoped, we keep working free until it does—or refund it if we miss after you hold up your end.