Custom dashboards

Your whole business on one screen.

Revenue, margin, leads, pipeline and cash pulled from the tools you already use, updated automatically.

Get in touchSee a live dashboard
1 screen

instead of logging into accounting, payments, the CRM and the ad account to answer one question: how did we do this week?

The numbers exist. Seeing them together is the problem.

Every tool has its own report

Accounting shows revenue, the CRM shows pipeline, the ad account shows spend. None of them agree on the dates, and none of them talk to each other.

The spreadsheet is always out of date

Someone rebuilds it every Monday, copying and pasting. By Thursday it's stale, and nobody trusts which version is right.

One set of numbers everyone trusts

Read-only connections to your systems. Each number is defined once, so revenue means the same thing in every meeting.

Today: “What was revenue in October?”
  • AccountingProfit and loss, Oct 1 to 31$48,210
  • PaymentsGross volume, last 30 days$51,034
  • CRMClosed won, this month$56,900
  • Ad accountConversion value, Oct 1 to 27$61,480
  • Spreadsheet“Revenue v7 FINAL,” edited Monday$49,870

Five answers. Different dates, different definitions.

With a dashboard

Revenue, October

$48,210

Paid invoices minus refunds, counted on the invoice date. Matches your books.

From accountingRefunds from paymentsUpdated 9:00 AM

Live sample

A dashboard you can click

Marlow Home Services is a fictional company, and the numbers are sample data. Switch the date range and hover the chart to see how a real one works.

Marlow Home ServicesOwner view

Live · synced 9:00 AM

Revenue Last 90 days

$0

  • Revenue
  • Target

Quarterly goal

0%
Cash runway

Pipeline

New leads by source

Cost per lead
$38
Lead to booked
44%

Live activity

    Sample data. A live build pulls your own numbers and refreshes on a schedule you choose.

    On your phone

    Today

    Revenue, month to date$41,260
    Jobs booked this week37
    Cash on hand$271,900
    Open proposals$88,400

    In your inbox every Monday

    Marlow weekly numbers

    Week of Oct 20: revenue up 6%, two proposals waiting

    • Revenue$11,840+6.1%
    • New leads48+9
    • Close rate31%−2 pts

    When a number crosses a line

    Dashboard alert

    Cost per lead is above $45

    Google Ads spend rose 22% this week while leads held flat. The limit you set is $45.

    What's included

    • Connections to accounting, payments, your CRM, ad platforms and spreadsheets
    • Clear definitions for every number, agreed with you before anything is built
    • An owner view, plus team views for sales, operations or finance
    • Works on desktop, phone and an office TV
    • Automatic refresh, hourly or daily
    • A Monday email with last week's numbers
    • Alerts when a number crosses a line you set
    • Changes and new charts as the business grows

    Who it's for

    Owners and operators

    One place to check the health of the business in under a minute.

    Service businesses

    Jobs booked, revenue per job, crew utilization and cash collected.

    Agencies and firms

    Utilization, project margin, pipeline and retainer revenue in one view.

    Ecommerce and retail

    Sales, ad spend, return on ad spend and inventory side by side.

    How a build runs

    1. Define

      We pick the 8 to 12 numbers that matter and agree exactly how each is calculated.

    2. Connect

      I connect your systems with read-only access and check the numbers against your books.

    3. Build

      The dashboard, team views, Monday email and alerts, reviewed with you.

    4. Run

      It refreshes itself. I keep it accurate as your tools and business change.

    Your data stays yours

    Read-only access

    Connections can see your numbers but can't change anything in your systems.

    In your accounts

    It runs in accounts you own. You hold the keys.

    Access by role

    Owners see everything. Teams see the views meant for them.

    You own it

    If we stop working together, the dashboard and data stay with you.

    Access the dashboard asks for

    • Read invoices, bills and payments
    • Read deals and contacts
    • Read ad spend and results
    • Read bank balances
    • Create, change or delete anythingNever requested

    Questions

    What tools can it pull from?

    Common sources include QuickBooks, Xero, Stripe, Square, Shopify, HubSpot, Salesforce, Google Ads, Meta Ads, Google Sheets and most scheduling and job-management tools. Others can usually be added.

    How often does it update?

    Hourly or daily, depending on the source and what you need. Most owners check it once in the morning.

    Do I need to buy new software?

    Usually not. It's built on top of the tools you already pay for.

    Can my team see it?

    Yes. Each person sees the views meant for their role, on desktop or phone.

    What does it cost?

    It depends on the number of sources and views. Pricing is fixed and agreed in writing before work starts.