Business reports and dashboards
Which information do you need to run the business?
Choose the question before the chart.
How many orders are waiting? Which payments are overdue? How are sales distributed across services? These are the kinds of questions we use to plan a report.
We choose the information you actually use. The result might be a recurring email, a spreadsheet or a dashboard in your browser.
One report from several sources
Without assembling the same data by hand each time.
We can bring together information from your shop, payments, customer system or spreadsheets. First we check data access and how to match records about the same customer or job.
Where a connection is missing, we can build an integration. You do not have to replace the tools your team uses to start reporting.
Know where the number came from
And when it was last updated.
We agree what each measure means, its source and the update frequency. A report should clearly show the period it covers and whether all information was retrieved.
Incomplete or outdated information needs to be marked. Before deployment, we compare the results with the sources and check cases that could distort the summary.
Information for the people who need it
With an appropriate level of access.
An owner may need a company-wide summary while an employee needs their own jobs. If we build a dashboard, we also agree how people sign in and what they may see.
Tell us which report you prepare by hand and which decision it supports. If you also need to record jobs and manage the work itself, see applications and systems.
Do you want to talk?
Use the links below to ask for details. We will respond as soon as possible.