BESPOKE BUSINESS DASHBOARDS / A FIRST LOOK
All your tools.
One operational view.
Connect your tools to get one operational view of your business. Your data, your workflows, your priorities — together in a dashboard built around you.
Imagine this for your businessFAMILIAR TOOLS. ONE CONNECTED PICTURE.
Your tools belong together.
A bespoke dashboard can bring information from the systems your business already uses into one clear view.
Example systems for a tailored build. Connections depend on each tool’s API, permissions and your setup; none are live in this showcase.
01 / THE BIG PICTURE
Your business.
At a glance.
A single place to see performance, follow work and understand what needs attention. Designed for businesses selling services, products, or both.
- Revenue, costs & performance
- Customers, jobs & orders
- Activity across your connected tools
- Custom built automation workflows
A preview of what’s possible. These are static images, using sample data.
02 / BUILT AROUND HOW YOU WORK
Your dashboard.
Your way of working.
Choose what you see. Connect the tools you use. Automate the work that slows you down.
We tailor your dashboard to your team’s roles, priorities and approval rules, so it fits the way your business operates.
TAILORED TO YOUR BUSINESS
- Custom views, metrics and reports
- Connections to your existing business tools
- Custom built automation workflows
01 / CUSTOM WORKFLOWInvoice automationFrom incoming invoice to an approved accounting entry.See how it worksHide process
- 1
Capture the invoice
Receive invoices from your inbox or uploads and extract supplier details, line items and totals.
- 2
Check and route
Match against purchase orders, flag duplicates or discrepancies and send exceptions to the right person.
- 3
Approve and record
Apply your approval rules, then update your accounting system with an audit trail.
YOUR BRANDED WORKSPACE
Invoice review
INV-2048 · Summit Supplies
- Purchase order
- PO-1082 · Matched
- Subtotal
- $2,400.00
- GST (10%)
- $240.00
- Total
- $2,640.00
Example rule: invoices over $2,000 require manager approval.
Fictional business · illustrative process and data
02 / CUSTOM WORKFLOWQuote generationTurn an enquiry into a quote that looks and sounds like you.See how it worksHide process
- 1
Start with the enquiry
Bring customer details and requirements in from your CRM, enquiry form or team.
- 2
Build your branded quote
Use your catalogue, rates and pricing rules to prepare line items, terms and a branded draft.
- 3
Review and send
Route the quote for review, then send it through your chosen system and track its status.
YOUR BRANDED WORKSPACE
Project quote
QT-0316 · Prepared for Cedar Co.
- Discovery & planning
- $850.00
- Implementation
- $2,400.00
- GST (10%)
- $325.00
- Quote total
- $3,575.00
Your logo, services, pricing and terms on every quote.
Fictional business · illustrative process and data
03 / CUSTOM WORKFLOWTime series reportsSee what is changing, with reports delivered on your schedule.See how it worksHide process
- 1
Connect your data
Bring together the finance, sales or operations data needed for your chosen metrics.
- 2
Compare performance
Track results over time, compare periods and highlight trends against your targets.
- 3
Schedule and share
Prepare a weekly or monthly report for the people who need it, with review steps where required.
YOUR BRANDED WORKSPACE
Monthly performance
September 2026 · Revenue summary
- July
- $42,800
- August
- $46,200
- September
- $51,600
- Change vs August
- +11.7%
Example schedule: prepare a report on the first day of each month.
Fictional business · illustrative process and data
03 / YOUR SYSTEMS, CONNECTED
Built on your data.
Made for your business.
We design the dashboard around the tools you already use, the information you need and the actions that matter to your team.
- 01
Connect the tools you use.
Your accounting, CRM, ecommerce and job management systems connect through supported APIs, secure connectors or scheduled data imports.
- 02
Bring the right data together.
We match records across systems and shape a shared view of your customers, finances and operations. Access and refresh schedules are tailored to your business.
- 03
Make your next action clear.
A bespoke build can generate reports, prepare invoices and process receipts, with approvals and an activity history. Available actions depend on your connected systems.
YOUR BUSINESS COULD LOOK LIKE THIS.
Let’s bring it
all together.
Talk about your dashboard Built around your business. Connected to your tools.