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Data and dashboards that answer the question before the meeting.

Most businesses already have the data they need. It is just in a dozen places: the accounts package, the CRM, the online shop, the stock system and a spreadsheet only one person understands. We join it into one reliable source, build dashboards your team actually opens and add forecasting where it helps you plan.

  • Free 30-minute call
  • Fixed quote in writing
  • Code you own
SPREADSHEETCRMSHOP ORDERS ONE SOURCE DASHBOARD FORECAST
In short

What is a business dashboard?

A business dashboard is a screen that shows a business's most important numbers, such as sales, cash, stock or service levels, drawn automatically from its own systems and kept up to date, so people can decide from current figures instead of building reports by hand.

Plenty of UK firms are still at the spreadsheet stage: 27 per cent of SMEs handle customer records on paper or in basic spreadsheets (Enterprise Nation, June 2026). And AI is only as good as the data it can reach, so getting the data right comes first.

Deliverables

What we build.

01 One source of truth Data from your accounts, CRM, shop, stock system and spreadsheets brought together in a proper database, cleaned, matched and refreshed automatically.
02 Dashboards people open Power BI, Looker Studio or a custom dashboard, designed around the handful of numbers each team needs, not fifty charts nobody reads.
03 Automated reporting The weekly and month-end reports that take someone a day to build, produced automatically and sent to the right people.
04 Forecasting Sales, cash flow, demand and stock forecasts built from your own history, with the assumptions shown, so plans start from evidence.
05 Data ready for AI Clean, documented data with the right access controls, so assistants and agents can answer questions about your business accurately and only show people what they are allowed to see.
06 Data protection built in Personal data mapped, minimised and access-controlled under UK GDPR, with UK hosting where you need it.
Free 30-minute call

Not sure it is the right fit? Ask an engineer first.

Thirty minutes with a senior engineer, free and with no obligation. Bring the problem, not a brief.

Process

How the work runs.

01
Week 1
Questions first.
We start with the decisions you make and the numbers behind them, not the tools, and find where each number lives today.
02
Build
Connect and check.
Sources joined, cleaned and checked against the figures you already trust, so the new numbers match before anyone relies on them.
03
Live
Use and refine.
Dashboards and reports rolled out with short training sessions, then refined as your team asks new questions.

Numbers you can trust.

A dashboard is only useful if people believe it. Every figure we build is traced to its source, reconciled with your accounts and defined in plain English, so "revenue" means the same thing to sales and to finance. Where the data has gaps, the dashboard says so instead of hiding them.

Pricing and questions

Frequently asked questions.

Power BI, Looker Studio or a custom dashboard?

Power BI suits businesses already on Microsoft 365, Looker Studio suits those on Google Workspace, and a custom dashboard makes sense when you want the numbers inside your own software or client portal. We recommend one based on what you already run and what each option costs per month.

Our data is a mess. Can you still help?

Yes, and most data is. Cleaning and matching it is the first part of the work, and we show you what we found and fixed. Often the clean-up alone saves hours every week.

Can you connect to Xero, Sage or our online shop?

Yes. We connect to accounting packages such as Xero, Sage and QuickBooks, CRMs, Shopify, WooCommerce, stock systems and spreadsheets through their APIs or scheduled exports, and refresh the data automatically.

How is data and dashboard work priced?

With a fixed, itemised quote in pounds after a short discovery, based on how many sources we connect and which dashboards you need. Licence and hosting costs are estimated up front and shown separately.

Still have a question? Ring 07723 431000 and speak to an engineer.

Send us the report that takes a day to build.

We will show you how it could build itself, and what else your data could tell you.

Or ring us07723 431000

What happens next

  1. A free 30-minute callWith a senior engineer, at a time that suits you. No obligation.
  2. A short discoveryWhat it covers is agreed in writing before it starts.
  3. A written scope and a fixed quoteIn pounds, before you commit to a build.

A senior engineer replies within one working day, in UK hours.

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