Why not an export from CRM?

An export is hand-built and already yesterday. The screen reads the same programs and answers the five questions you decide on.

Where do the numbers come from?

From requests, CRM, payments — where the fact already sits. If it is not in systems yet, we put it there first, or you get a pretty hand sheet.

Different screens for different people?

The owner sees funnel and money, ops see queue and overdue. We set roles so extra charts do not get in the way.

← All services

Business Dashboard Development

TypeScriptPythonSQLCharts

So request and sales numbers sit on a screen — not in a chat thread

One screen for the owner and the lead: how many requests, where they stall, how fast you reply. No “send the Excel for standup”.

How it works

1Data from live systems
2A few numbers
3Screen in standup

What this is

An ops dashboard is a few live numbers on requests, funnel, and reply time. The screen refreshes from CRM and leads — no Excel built for standup.

Where this is used

Sales standup
Funnel and reply speed on a screen. Not ten minutes of “wait, I’ll export”.
Service and requests
How many are open, how many overdue, where the jam is — without walking chats and boards.
Ads and leads
How many requests came in and how they ended, in one place with CRM, not three ad cabinets.

How it is now

The report is hand-built for the meeting. The numbers are already yesterday. Everyone has a sheet and they argue whose is true.

What changes

A few clear numbers that refresh themselves. Not forty charts “just in case” — the ones you decide on.

With what you already have

The screen reads what requests, CRM, and payments already write. If the data isn’t in systems, put it there first — otherwise it’s a hand sheet with a nicer cover. That’s why the screen often follows a portal, a bot, or a books join.

What to prepare for an estimate

Share a current report, data sources and metric definitions. Specify access permissions and update frequency.

What affects cost and timing

Data quality, calculations, filters and access control determine the scope. Agree on formulas and reconcile metrics with source systems first.

How we go

01
Which numbers
Five questions the screen must answer
02
Where truth lives
Requests, money, SLA — from which programs
03
Who watches
The owner sees one view, ops another

What you get

A screen you open in standup
Numbers from the programs you already work in
A clear refresh rhythm

Technology

Charts screenShowing the numbers
Data pullCRM, requests, ads
ScheduleRefresh without a manual export
RolesDifferent numbers for different people

Common questions

Why not an export from CRM?: An export is hand-built and already yesterday. The screen reads the same programs and answers the five questions you decide on.
Where do the numbers come from?: From requests, CRM, payments — where the fact already sits. If it is not in systems yet, we put it there first, or you get a pretty hand sheet.
Different screens for different people?: The owner sees funnel and money, ops see queue and overdue. We set roles so extra charts do not get in the way.