Service A

Custom Dashboard Design

One clear view of your business, built around the decisions you actually make, not a generic template.

Sound familiar?

Does your reporting process look like this?

Reports are rebuilt by hand in spreadsheets every month.
Your numbers live in different tools and never quite match.
You can’t tell at a glance what is working and what isn’t.
Only one person knows how the reports are put together.

What you get

A dashboard designed around how you decide

Follow the flow from first conversation to a documented handover, with optional support if you want it after launch.

1
Included

Discovery session

We identify the key metrics that actually drive action, and which ones are just noise.

2
Included

Design and build

A tailored dashboard built around your decisions, not a one-size-fits-all template.

3
Included

Connected data sources

Spreadsheets, CRM exports, sales platforms and more, brought into a single live view that updates as your data does.

4
Included

One round of revisions

We refine the dashboard with your feedback so it fits the way your team works.

5
Included

Team walkthrough

A walkthrough so your team knows exactly how to read and use it day to day.

6
Included · Handover

SOP documentation handover

You keep a written guide to how the dashboard is built, refreshed and read, so your team is never dependent on one person.

+
Optional · Ongoing engagement

Optional ongoing support

Keep it sharp after launch with monthly refreshes, new metrics and ad hoc requests as an ongoing engagement.

See Ongoing Analytics Support →

How it works

From scattered data to one clear view

A simple process, scoped up front so you know what to expect.

Discover

We learn what you need to decide, who uses the reports and where your data lives.

Connect

We bring your data sources together into one reliable model.

Design and build

We build the dashboard and review it with you as it takes shape.

Walk through and refine

One round of revisions, then a walkthrough so your team can use it with confidence.

See an example

What a finished dashboard can look like

Explore an interactive example built on illustrative sample data: switch scenarios, change the time range and hover over the charts. Yours would use your own data and your own questions.

Looker StudioTableauDOMOExcel & Google SheetsBigQuerySQL ServerMySQLREST & SOAP APIs✦ AI-assisted analysis✦ Automated report summaries
Try the interactive sample

Common questions

Questions we hear often

What tools do you build in?

We work in the platform that fits your team, including Looker Studio, Tableau, Domo and spreadsheet-based reporting, and we can connect to databases and APIs. We’ll recommend the best fit during discovery.

Does my data need to be clean first?

Not necessarily. If your data needs work, our Data Cleanup & Structuring service can come first or run alongside the dashboard build.

How long does a dashboard take?

It depends on the scope, the number of data sources and the condition of the data. After a short discovery conversation we’ll give you a clear estimate.

Can you keep it updated after launch?

Yes. Many clients add Ongoing Analytics Support for monthly refreshes, new reports and changes as the business evolves.

How do you handle my data and my privacy?

We keep your raw files preserved and work from copies. We use business-tier AI workflows under commercial terms, not public consumer tools, and we only access the data your project needs. We’re glad to sign an NDA or include confidentiality terms in our agreement. We can also support secure email and communications and data encryption when your project calls for it. If you have specific requirements, such as restricted fields or approved tools, tell us at the start and we’ll work within them.

How does pricing work?

We scope each project up front so you know what is included before we start. Book a free consult and we’ll walk through options and a quote.

Ready to see your data clearly?

Book a free 30-minute consult. No obligation.

Book a Free Consult

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