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Business dashboards

See what needs
your attention.

See how the business is doing without putting the reports together yourself.

Talk to our team
How it worksChoose a step ↓

Let the numbers come to you.

Pull sales, bookings and customer information from your connected systems automatically, on an agreed schedule.

Example

Sales + bookings + customer enquiries.

Sound familiar?

By the time the reports are assembled, the business has moved on.

Less time making reports

The numbers come together automatically.

A shared picture

See the same figures across teams and locations.

Earlier attention

Get an alert when something needs a response.

Your first step

Start with a question you ask often.

What do you need to know each day or week? We bring the right information into one view and agree which changes should trigger an alert or action.

How we work

A little more detail

Good questions.

Can you bring several locations into one view?

Yes. See the whole business or look at one location. Each person sees the information they need for their role.

Does it update itself?

Yes, using the connections available in your systems. Some information can update live; other sources update on a schedule. The dashboard shows when it was last refreshed.

Can it work with our existing tools?

We check that first. It can bring together information from sales, finance, booking, website and other business systems where connections are available.

Can it do more than show the numbers?

Yes. It can send alerts, create follow-up tasks or carry out agreed actions where your tools support them. You choose what happens automatically and what needs approval.