Reports and dashboards

Custom dashboards and reporting from the systems you already run

One screen that shows how the business is going right now: what sold, what you’re owed, which jobs are late. Live numbers from the software you already use. Reports to print or email.

What is the difference between a dashboard and a report?

A dashboard is a screen you open and the numbers are as they stand right now: sales, jobs, stock, accounts. A report is the same numbers fixed at a moment and laid out to print or email: the month’s sales by branch, or who owes you money at close of business.

Who needs custom dashboards rather than the reports built into their software?

Built for
You open three different programs every morning to see how the day stands. You want one screen per branch, crew or job. Your software reports what it stores, not what you ask.
Replaces
Each program’s own report screen, read one at a time. The spreadsheet someone updates by hand. The whiteboard that’s a day behind.
Not for
You just want an existing report sent on a schedule. Or your programs’ numbers disagree and need matching up first. We’ll tell you.
See automated reporting
See one place for all your numbers

What is included in a dashboards and reporting build?

The questions each screen answers

We write down the questions each screen must answer before anything is drawn.

Live numbers from your software

Numbers come straight from Xero, MYOB, simPRO, ServiceM8, Cin7 or your own database every time you open the screen.

Each person sees their own screens

The owner, the office and the accounts team each sign in and see only the screens they need.

Click any number to check it

Click a total to list the sales, jobs or invoices behind it. Check a wrong number on the spot.

Reports to print or email

Any screen, fixed at a date and laid out as a PDF or spreadsheet, ready for the accountant.

Warnings at limits you set

Money owed past a limit, a job past its quoted hours, stock below the reorder point: the screen flags it.

Phone, desk screen and workshop wall

The same screens work on a phone in the ute, at a desk and on a TV in the workshop.

Not sure this is what you need? Call 1300 699 321 — ten minutes will tell you.

How are dashboards and reports built and priced?

Each stage ends with screens you can open and check at your own desk.

See how a project runs
  1. First chat

    We sit with everyone who will use a screen and note which numbers they chase each day. You get that back in writing to check.

  2. Plan and price

    Every screen is sketched and every number named with where it comes from. You agree the written plan and the price before we build.

  3. Build

    Screens are built one at a time, connected to your real software from day one. You check each stage on today’s numbers.

  4. Testing

    Every number is checked against where it came from, and every report printed beside the one you run today. You see the results.

  5. Launch

    Everyone is signed in on their own phone and desk, the wall screen goes up, and the first reports are run for real.

Questions before you call

Can a dashboard read live from Xero, MYOB, simPRO or ServiceM8?

Yes. Each number is read from the program that holds it the moment you open the screen, so nothing is retyped and nothing goes stale.

Do we need to put all our numbers in one place first?

Not always: if your numbers come from one program, or from programs that already agree, the dashboards read from them directly. If they disagree, they need matching up first, and we will tell you.

How much does a custom dashboard cost?

One fixed quote, set in writing before the first screen is built. You pay in five stages and can stop after any of them and keep what’s built.

Do we own the dashboards and reports?

Yes. You own the code and the rights to it, so the screens, the reports and the links to your software are yours to keep, change or hand to another developer.

Do you build dashboards for businesses outside Adelaide?

Yes. Adelaide first, then anywhere in Australia. The dashboards read from your software wherever your office is, and planning and check-ins can be done by video call.

Get a fixed quote for dashboards and reporting.

Call us, or answer a few short questions. We reply within one business day with a fixed price in writing.

1300 699 321

Mon–Fri 9–5, Adelaide time · we reply within one business day