Custom Dashboard Solutions
Stop jumping between apps. Get a single view of your entire business with custom dashboards that pull data from all your systems in real-time.
Your Data is Scattered Across Too Many Places
Sales data in your CRM. Financials in QuickBooks. Marketing metrics in Google Analytics. Project status in spreadsheets. Sound familiar?
The Problem
- • Logging into 5+ apps just to check on your business
- • Manually copying data into spreadsheets for reports
- • Making decisions based on outdated information
- • No single view of what's actually happening
The Solution
- • One dashboard with all your key metrics
- • Data pulls automatically from all your systems
- • Real-time updates so you always have current numbers
- • Custom views for different roles and teams
Types of Dashboards We Build
Different roles need different views. We build dashboards tailored to how your team actually works.
Executive Dashboards
High-level KPIs and business health metrics for leadership teams. See revenue, costs, and performance at a glance.
Operational Dashboards
Real-time monitoring of day-to-day operations. Track workflows, queues, and process status as they happen.
Analytical Dashboards
Deep-dive into trends, patterns, and historical data. Make data-driven decisions with advanced analytics.
Department Dashboards
Tailored views for sales, marketing, finance, HR, and operations teams with metrics that matter to them.
Dashboard Examples by Industry
Every industry has unique metrics that matter. Here's what custom dashboards look like for different businesses.
Sales & Marketing Dashboard
See your entire e-commerce operation in one view instead of jumping between Shopify, Google Analytics, and your ad platforms.
Project Management Dashboard
Track every project across your portfolio with real-time updates from the field.
Practice Performance Dashboard
Monitor clinic performance while maintaining HIPAA compliance with secure, role-based access.
Production Dashboard
Get real-time visibility into your shop floor from anywhere, on any device.
Don't see your industry? We build custom dashboards for any business type.
View All IndustriesWe Connect to Your Existing Tools
No need to change how you work. We pull data from the systems you already use.
Accounting
CRM
E-commerce
Marketing
Project Management
Databases
Plus hundreds more. If it has an API or exports data, we can connect it.
View All IntegrationsWhy Build a Custom Dashboard?
Single source of truth
Stop jumping between 5+ apps to understand your business. See everything in one place.
Real-time visibility
Data updates automatically so you always have the current picture, not yesterday's numbers.
Custom metrics that matter
Track the KPIs specific to your business, not generic metrics from off-the-shelf tools.
Accessible anywhere
Mobile-responsive dashboards work on any device so you can check metrics from anywhere.
From Concept to Dashboard in 4-6 Weeks
Discovery
We learn what metrics matter to your business and where your data lives
Design
We create mockups showing exactly how your dashboard will look and function
Build & Connect
We develop your dashboard and connect it to all your data sources
Launch & Train
We deploy your dashboard and train your team to use it effectively
Investment
Most clients see ROI within 2-4 months from time savings alone
Starter
- ✓ 1-3 data sources
- ✓ 5-10 key metrics
- ✓ Single dashboard view
- ✓ 4-week timeline
Professional
- ✓ 5-10 data sources
- ✓ 15-25 metrics
- ✓ Multiple dashboard views
- ✓ Role-based access
- ✓ Mobile optimized
- ✓ 6-week timeline
Enterprise
- ✓ Unlimited data sources
- ✓ Advanced analytics
- ✓ Custom calculations
- ✓ White-label option
- ✓ API access
- ✓ 8-10 week timeline
Common Questions
What data sources can you connect to?
We can connect to virtually any system that has an API or exports data. This includes accounting software, CRMs, e-commerce platforms, marketing tools, databases, spreadsheets, and more. If your software doesn't have an API, we can often use screen scraping or file-based imports.
How often does the data update?
It depends on your needs and data sources. Most dashboards update in real-time or near-real-time (every few minutes). For systems with API rate limits or batch processes, we can set up hourly or daily syncs. We'll recommend the best approach for your specific situation.
Can different team members see different data?
Yes. We can implement role-based access so executives see company-wide metrics, managers see department data, and team members see their own performance. This also helps with data security and compliance.
Do I need to install anything?
No. Your dashboard is web-based and accessible from any browser. There's nothing to install or maintain. We host it securely and handle all updates and maintenance.
What if I need to add new metrics later?
Dashboards can grow with your business. We can add new data sources, metrics, and views as your needs evolve. Many clients pair their dashboard with our Monthly Automation Solution for ongoing enhancements.
Ready to see your business in one view?
Tell us what metrics matter to you and where your data lives. We'll design a custom dashboard that brings it all together.
Free consultation. No obligation.