Reporting Dashboards & BI services
If the monthly report is assembled by hand, the numbers are already stale when the meeting starts. We build dashboards that pull live from the systems where the work happens, the metrics owners actually ask about, current to the minute.
What we build with reporting dashboards & bi
Live operational metrics
Pipeline, orders, open work and the numbers that matter, pulled from the system, not compiled.
Cross-system reporting
Data from sales, operations and finance combined into one view, the joins done properly.
Role-specific views
The GM's dashboard and the rep's dashboard show different things, each built for the decision it supports.
Automated reports
The weekly summary generates itself, emailed, scheduled, always current.
How we work
Discovery
We map how the work actually moves today, tools, handoffs, bottlenecks, before proposing anything.
Scope & fixed quote
You approve a written scope and a fixed price. The number on the proposal is the number on the invoice.
Design
Screens, flows and structure designed around the people who'll use them, not a generic template.
Build in weekly increments
Working software you can click through every week. No six-month black box.
Test & launch
Real-data testing, staged rollout, data migration and team walkthrough before go-live.
Maintain & improve
Post-launch support included, then ongoing maintenance or the next phase when you're ready.
Technologies we work with
Where reporting dashboards & bi fits
- Replacing manual monthly reports
- Real-time ops visibility
- Board and investor reporting
Relevant work
Grevent
A professional networking platform where people and companies share updates, build rich profiles, message in real time and sell gated content, the social graph, the commerce and the payouts in one system.
Read the case study
ChopLine
Queue & appointment management for barber shops and salons.
Read the case studyMore crm & erp development services
- CRM & ERP Development overview : the full crm & erp development practice.
- Custom CRM Development : A pipeline that matches how you actually sell.
- ERP Software Development : Operations, inventory and finance connected in one system.
Related services
- Custom Software Development : Internal systems, portals and tools built around your actual workflow.
- AI Automation : The follow-ups, data entry and handoffs your team does by hand, automated.
- Web Development : Marketing sites, web applications and portals: fast, accessible and built to rank.
- SaaS Development : Subscription products from MVP to multi-tenant scale.
Frequently asked questions
Can you pull from tools we already use?
Yes, we connect your CRM, accounting, spreadsheets and databases into one reporting layer.
Dashboard or full BI tool?
If you need to answer known questions live, a custom dashboard beats a BI subscription. For exploratory analysis across a data warehouse, we'll tell you if a BI tool fits better.
Need reporting dashboards & bi?
Tell us what you're building or what should stop being manual. We'll scope it and quote it fixed. Reply within one working day.