Analytics & Dashboards
Data that drives decisions,
not reports nobody reads.
Most businesses have more data than they know what to do with. The problem isn't the data — it's that it lives in silos, takes hours to pull together and arrives too late to change anything. We build dashboards that make business intelligence immediate, accurate and actionable.
The problem we solve
When your data stops being useful.
The monthly board pack takes three days to pull together and is already out of date by the time it's circulated.
Sales numbers are in the CRM, financial data is in accounts, operational data is in spreadsheets — and nobody has a complete picture.
Decisions are being made on last month's data because this month's isn't ready yet.
You can't identify which clients, services or channels are actually profitable — you can only see revenue, not margin.
Performance problems only surface at month-end review — by which point the opportunity to intervene has passed.
Different people are working from different numbers, leading to conflicting narratives about how the business is performing.
What we build
Business intelligence for every layer of your organisation.
From real-time operational monitoring to executive-level strategic reporting — we build the dashboards that give each level of your organisation the information they need to act.
Sales & Pipeline Dashboards
Live view of your pipeline by stage, value, age and owner. Conversion rates, lead sources, average deal size, forecast accuracy. Everything a sales leader needs to manage a team and a pipeline without relying on sales rep self-reporting.
Operational Dashboards
Job status, resource utilisation, SLA compliance, field performance and throughput — in real time. Built for operational managers who need to spot blockages before they become problems.
Financial Reporting
Revenue by client, service line, team and month. Margin analysis. Debtor visibility. Cash flow projection. Built directly from your Zoho Books or accounting system data — no manual exports.
Marketing Analytics
Where leads are coming from, what they cost, which convert and at what value. Unified view across your website, ads, CRM and campaigns — so marketing decisions are based on outcome data, not vanity metrics.
Customer Intelligence
Lifetime value, churn signals, satisfaction trends, service uptake patterns. Understand your customer base well enough to predict behaviour, protect relationships and identify upsell opportunities before your competitors do.
Executive Dashboards
A single view of organisational health — revenue, pipeline, operations, satisfaction and team performance — that gives leadership the situational awareness to make strategic decisions without waiting for a monthly report.
Platforms & integration
We connect to where your data already lives.
Data sources we connect
Built on Zoho Analytics
Zoho Analytics is the natural home for businesses already in the Zoho ecosystem — it connects natively to every Zoho product and provides a powerful, flexible BI environment that doesn't require a data engineering team to operate.
For more complex requirements — multiple data warehouses, high-frequency data, custom ML models — we build on dedicated BI stacks (BigQuery, Looker Studio, custom) with ownership handed to you on completion.
How we work
From scattered data to live intelligence.
Data audit
Where does your data actually live?We map every data source — CRM, accounting, field systems, spreadsheets, marketing platforms — assess data quality and identify the gaps that will need resolving before reporting is reliable.
Metrics workshop
What decisions do you need to make?We run a structured session with leadership and operational leads to define the decisions each dashboard needs to support. We don't build reports — we build decision-support tools.
Architecture & design
How do we structure the intelligence layer?Data model design, integration architecture, calculated metrics and dashboard layout — documented and approved before any build work begins.
Build & connect
Connecting sources and building viewsWe build the data connections, calculated fields and dashboard views. Each dashboard is tested against real data — including edge cases and known problem scenarios.
Review & refine
Does it match the reality?We review every dashboard with the people who'll use it daily. Adjustments are made until the output genuinely reflects what the business needs to see.
Training & handover
Your team, in controlWe train your team on how to use, interpret and extend the dashboards. Documentation is provided. You're not dependent on us to add a new chart.
Ready to stop making decisions in the dark?
Book a free discovery call. We'll look at your current data landscape, understand what decisions you need to make and give you an honest view of what's achievable and in what timeframe.