Services09 Dashboards & reporting
Someone rebuilds that report by hand every month.
Bring the figures you use into one view. Know where each number comes from and when it was last updated.
$2,000 to $5,000
How it works
- 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.
- 01
Pick the numbers you use
Start with the figures that inform your regular decisions.
- 02
Wire the sources
Use the sources your CRM, accounting and job systems support. We agree the connections and any manual steps before building.
- 03
See when the figures were updated
See the report on your phone, with refresh timing and checks agreed during setup.
A report built around a decision.
Illustrative report structure. No customer data or invented performance results.
The question
What needs the owner's attention?
The source
Name the system and the definition behind each measure.
The freshness
Show when the data was refreshed and flag missing inputs.
The next action
Give the relevant person a way to investigate the underlying records.
We choose the measures together. A useful dashboard makes the next decision clearer.
What it costs
$2,000 to $5,000
Typical project; scope and price agreed after we understand the work.
The price depends on the work we agree. The free hour helps us discuss fit and the next step. Scope and price are agreed before paid work begins.
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 preparing reports, start by asking which steps could be reused and which still need their judgment.
Which tool do you use?
Whichever fits what you already run. No software to sell means the answer isn't predetermined.
You work directly with me.
I'm Chris Patten: eighteen years leading technology as VP, IT and CIO, a finance and accounting background, and experience building and selling my own business. You work with me directly, and I have no software to sell you.
Running costs and ongoing support
Before you commit, the proposal separates implementation from recurring costs: hosting, software subscriptions, usage charges, monitoring and support where applicable. It also sets the included maintenance or change allowance, response expectations and how additional work is priced.
We agree who owns each account, who operates the system after handover and how issues are escalated. Ongoing monitoring or incident response is included only where specified in the agreement.