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Dashboard Development

Dashboard Development

One screen with the numbers that matter.

Dashboards that pull from your CRM, automations and chatbot analytics, designed around the decisions your team makes each week.

The problem

The numbers exist. Nobody can see them together.

Pipeline lives in the CRM, conversations in the chatbot platform, spend in the ad accounts. A weekly report means exporting and stitching by hand, and by the time it is ready it is out of date.

  • Reports assembled by hand every week
  • Each tool telling a different story
  • Clients asking for numbers you cannot pull quickly
How it works

Three steps from call to launch.

1

Define the metrics

We agree the handful of KPIs each role needs, and where each number comes from.

2

Connect and build

Data sources are connected and the dashboard is built and checked against your own figures.

3

Roll out

Access is set per role and the team is shown how to read and trust it.

What's included

What you get.

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KPI definition workshop

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Connections to CRM, automation and chatbot data

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Custom dashboard with drill-down views

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Role-based access and permissions

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Real-time or scheduled refresh

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Client-facing view where needed

Integrations

Works with your stack.

GoHighLevel HubSpot Salesforce Zoho Next.js n8n

Ready to turn visitors into clients?

Book a free 30-minute call. We map your funnel and send a fixed-scope quote within 24 hours.

FAQ

Answers, before you book.

Why not use an off-the-shelf BI tool?

Sometimes that is the right answer and we will say so. A custom dashboard wins when you need client-facing views, unusual metrics or data the BI tool cannot reach.

How fresh is the data?

Real-time where the source allows it, otherwise on a schedule you choose. Each tile shows when it last refreshed.

Can clients log in to see their own numbers?

Yes. Role-based access lets each client or team see only what belongs to them.