Sales Dashboards
The sales number is assembled by hand and always late
Someone exports from the CRM, someone else from the store, a third from the till, and the result is reconciled in a spreadsheet on Monday. It describes last week. Any question it prompts requires another day of work to answer, so most questions are not asked.
- Weekly reporting assembled manually from exports
- Numbers disagreeing between systems
- No live view of pipeline or performance
- Problems noticed weeks after they started
- Reporting dependent on one person and their workbook
What we build
Unified data
CRM, e-commerce, POS and finance combined into one model with agreed definitions, so a number means one thing.
Live metrics
Revenue, pipeline, conversion, average order value and target progress updating continuously.
Role-based views
A rep sees their own pipeline; a manager sees the team; leadership sees the business. One system, appropriate scope.
Drill-down
Every figure clickable through to the underlying transactions, so a question is answered in the dashboard rather than by request.
Target tracking
Progress against targets by individual, team and period, with pace indicators rather than just totals.
Mobile access
Readable on a phone, since the people who most need the numbers are frequently not at a desk.
Scheduled reporting
PDF and spreadsheet exports delivered automatically to the people who want a document rather than a dashboard.
Alerting
Notification when a metric moves beyond a threshold, so problems announce themselves.
What changes
70-90%
Less reporting timeLive
Instead of weeklyWeeks earlier
Problem detection6 wks
Typical deliveryBuilt for
- B2B sales teams managing pipeline and forecast
- E-commerce businesses tracking daily performance
- Retail operations comparing stores
- Service businesses tracking bookings and capacity
- SaaS companies monitoring recurring revenue and churn
Connects to
- CRM systems
- E-commerce platforms
- POS systems
- Accounting and ERP systems
- Marketing platforms
- Spreadsheets and manual data sources
How we deliver it
Around six weeks from discovery to a dashboard your team uses daily.
Book a CallBook a Call- Week 1
Agree the metrics
Which numbers matter and precisely how each is defined. This conversation surfaces more disagreement than people expect, and it is worth having before building.
- Week 2
Map and connect data
Sources connected and reconciled, including the parts that currently disagree with each other.
- Weeks 3-4
Build
Dashboards built per role, reviewed with the people who will actually use them.
- Week 5
Validate
Figures checked against your existing reporting for a known period, because trust is established once and lost permanently.
- Week 6
Train and launch
Training by role, then support through the first full reporting cycle.
Frequently asked
That is normally the first thing the project fixes. Reconciling definitions and identifying why sources differ is part of the work — and often the most valuable part, independent of the dashboard.
Yes. Manual sources can be incorporated through structured upload or a form. We would usually aim to replace them over time, but they do not block the build.
Metrics, stages and targets are configurable rather than hard-coded, so ordinary process change does not require development work.
It runs automatically. Your team can adjust targets, add users and modify views. Structural changes — a new data source, a new metric definition — are small pieces of work rather than a rebuild.
Reporting and visibility
Smart Reports
Stop rebuilding the same report every month.
Performance Analytics
Instrument the business, not just the website.
Tell us what you are trying to fix
A short call is usually enough to establish whether this is the right answer for your operation, and what it would take. No obligation and no pitch deck.
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