Owner dashboards with the numbers you actually use
Leads, where they came from, how fast you replied, what got booked and what got paid, on one screen that is current when you look. Read straight from the tools you already use.
- Price
- Set on the free call
- Build time
- A day or two to a week or two
- You approve
- Everything before it goes live
- You own
- The code, the data and the accounts
Play with the numbers
Example data. Switch the date range, filter by lead source and pick a bar to read it.
Due today 3 left
- Follow-upCall back Maria G.AC blowing warm air. By 10:30 AM
- Going quietPatel quote, $7,450No reply in 4 days. Send a nudge
- BookedTune-up at 2:00 PMOak Hollow Dr. Tech: Ray
- Leads
- Up 10% vs prior 30 days
- Average reply
- Down 2% vs prior 30 days
- Booked jobs
- 35% of leads booked
- Revenue paid
- $91,570 booked
Last 30 days, all sources: 145 leads, average reply 6.5 minutes, 51 booked jobs, $79,900 paid.
Example data for a made-up business. Your dashboard reads from your own CRM, calendar, payments and ad accounts.
- Leads and bookings by source.
- Reply speed, so slow follow-up shows up.
- Revenue booked and paid.
- What is due today, at the top.
How would this work for my business?
Tap your trade, then play with a working example built for it.
I run a…
What bugs you most?
Now tap your trade. A working example for your business opens here.
What a small business dashboard is
A small business dashboard is one screen that shows the few numbers you run the business on: leads and their sources, how fast you replied, what got booked and what got paid. It reads from the tools you already use, so you stop building the Monday report by hand.
Your numbers on one screen.
A good dashboard starts with questions you ask every week. Where did this week's leads come from? Who is going quiet? What is due today? We build the screen around those, not around every chart a tool can draw.
It is made to read on your phone in a minute, between jobs. Each number comes from a real record you can open, so when something looks off you can click through and see why. Fewer numbers, checked, beat a wall of charts.
What you get
ReplacesThe Monday report someone builds by hand, and five logins to see one week.
- One screen for the numbers you run on
- Leads by source: Google, Meta, referrals, your website
- Reply speed and missed calls
- Booked, done and paid, by week or month
- What is due today and who is going quiet
- Read from your CRM, calendar, payments and ads
- Made to read on your phone
How it works
From the free call to live and looked after every month. Flat price in writing before any work starts.
- Day 1
Free 15 to 30 minute call
Tell us the numbers you check today and where each one lives. We look for the three or four that change your decisions and leave the rest out.
- Next
Connect your sources
We link your CRM, calendar, payments, phone line or ad accounts, whichever hold your numbers. If a source cannot connect, we tell you now, not at launch.
- Go live
First screen goes live
The first version goes live on the date in your plan. We compare its first numbers with ones you already trust, so you are not guessing whether the screen is right.
- After launch
Tune what you look at
After a few weeks you will know which numbers you actually open. We trim the rest and add what is missing. Updates are covered by the monthly price.
Spreadsheet, report tool or a custom dashboard?
A spreadsheet is flexible and free, but someone has to update it. A ready-made report tool connects to many sources, but you build and keep up the views yourself. A custom dashboard is built around the questions you ask each week and stays current on its own, for a build and a monthly price.
Is a dashboard right for your business?
It fits when you make real decisions from numbers, such as where to spend on ads or who to follow up with, but gathering those numbers takes too long. If you run on gut feel and a handful of jobs, start with a CRM or tracking first.
Built for trades like
Signs it fits
- You log into several tools to answer one question.
- Someone builds a weekly report by hand.
- You are not sure which lead source pays off.
- You find out about slow follow-up weeks later.
- You want to check the business from your phone.
How it is priced
Every project is priced on a free 15 to 30 minute call, once we know what you need. You get one flat price in writing before any work starts.
Priced on the free call. One flat price in writing before any work starts.
- A free 15 to 30 minute call
- We look at how work reaches you today and what this needs to do and connect to.
- One flat price, in writing
- Once we know what you need, you get the scope, the timeline and one price on paper.
- Nothing starts until you say yes
- No hourly meter and no estimate that grows. You own what we build.
Questions owners ask
Where does the data come from?
From the tools you already use: your CRM, calendar, payments, phone line and ad accounts. We connect what you have and show it in one place.
Do I need a CRM first?
No. If your numbers live in spreadsheets and other tools, we read from those. Many owners start with a CRM and a dashboard together.
How current are the numbers?
Current when you open it. How often each number refreshes depends on the tool it comes from, and we list that in the scope.
What does a dashboard cost?
Every build is priced on a free 15 to 30 minute call, after we see what it needs to do and connect to. You get one flat price in writing before any work starts, and you own what we build.
Does it work with QuickBooks?
Often, yes, for invoices and payments, depending on your QuickBooks plan and what you want to see. We check your exact setup on the free call and tell you plainly if a number cannot be pulled in.
Who can see the dashboard?
Only people you give a login. Access can be set by role, so an owner sees revenue while a crew lead sees only today's jobs. The roles are listed in the written scope before we build.
How do I know the numbers are right?
Before launch we compare the first numbers with ones you already trust, like last month's bookings. Each figure traces back to a record you can open. If something looks wrong, you can see where it came from.
How long does it take to build?
Small jobs take a day or two, bigger ones a week or two. How long depends on how many tools we connect, and the dates go in the written scope. You can add more sources after launch.
See your whole week on one screen.
Book a free call. Tell us the numbers you check today and where they live, and we put the build and the price in writing.
Flat price in writing · You own what we build · Houston and about 50 minutes around