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Someone rebuilds that report by hand every month.

Live dashboards fed by the systems you already run. The numbers just appear, and they agree.

Dashboards instead of hand-built reports
Month-end means copying numbers between spreadsheets and hoping.
Two reports answer the same question with different numbers.
You find out about a bad month three weeks after it happened.

How it works

1

Pick the five numbers

The handful you actually run the business on. Not forty charts, five decisions.

2

Wire the sources

Straight from your CRM, books and job systems. No retyping, no export-import dance.

3

See it every morning

On your phone, current, and consistent. Bad weeks show up while you can still act.

What it costs

$2,000 to $5,000

typical project. The assessment fee is credited if we go ahead.

Not sure which end of the range you'd land on? Start with the assessment: it answers that with a guarantee.

What moves the number

  • How many systems feed the numbers
  • Daily-live or monthly refresh
  • One dashboard or per-manager views

We're too small for dashboards, surely?

If someone spends a day a month building reports, you're paying for dashboards already, just in wages and delay.

Which tool do you use?

Whichever fits what you already run. No software to sell means the answer isn't predetermined.

Chris Patten, founder of Headway

Senior work, without the agency wrapped around it.

I'm Chris Patten: 18 years as a CIO, an accountant by background, grew a company from $1M to $69M, built a platform that did $110M+, and built and sold my own business. You work with me directly, and I have no software to sell you.

Start with a free 20-minute call.

You talk, I listen, and I tell you honestly whether I can help, including "you don't need me for this." If we go further, the assessment is guaranteed and credited against your first project.

Book the free call.

Twenty minutes on the phone about dashboards instead of hand-built reports. No pitch deck, no obligation.

Serving Collingwood, Wasaga Beach, The Blue Mountains, Barrie, Orillia, Midland, Owen Sound and everywhere in between.

Please add your name and a phone number or email so I can reach you.
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