Dashboards and reporting
Dashboards and reporting for Leicestershire businesses
Your job system and your accounts package are full of numbers you never see. We put the ones you actually run the business on onto one screen, updated live. Nobody re-types anything.
The shape of the job
Here's a typical one. A printing firm runs its jobs through an MIS, the estimating and job-tracking system the whole trade uses. That system has an API: the tap built into most modern software for getting data out. We open the tap, and a screen on the office wall shows today's jobs, what's late, and this month's sales against last. Nobody types a number. It's just there, every morning.
The same shape works whatever the software is. A short conversation about which numbers you actually watch, then we build it. Most dashboards take about a week.
What we typically build
The wall screen
Production reporting on a TV where the work happens: jobs due today, what's running, what's late. Fed live from your job system.
The MD's morning screen
Cash, aged debt, orders in, sales this month against last. The five numbers you'd ask for anyway, without asking.
Margin by customer
Estimated against actual, by customer and job type. Usually the first screen that changes how a firm quotes.
What this gets called
If you've been googling, the trade sells this as business intelligence (BI), management information (MI), or reporting software. Same job: the numbers you actually use to run the business, on one screen, kept current without anyone rebuilding a spreadsheet. The names are grand; the work is plumbing.
If your Monday starts with "export to Excel"
A lot of firms already have the report. It just costs someone half a day every week to build it, out of Sage exports and copied cells. We make that spreadsheet fill itself, or retire it in favour of a screen that's always current.
The software we see most
We've written up the packages that come up again and again, including what each one's built-in reporting already does well:
When not to pay us
If your package already has the report built in, use it; we'll point you at it. And if what you want is one summary emailed weekly, ask your accountant first. That's often a cheaper fix, and a good accountant will do it well.
Talk to us
Tell us which numbers you can't see. A first conversation costs nothing.