Data & Analytics

Business Dashboard Development

See sales, stock, cash and operations on one screen, updated automatically.

Typical timeline: 3-7 weeks depending on data sources
Category: Data & Analytics
Engagement: Fixed-scope phases
You receive: Code, data & documentation

Owners usually do not lack data — they lack it in one place, in time to act on. A dashboard answers the handful of questions you ask every week, from live data, without anybody preparing a report.

The problem

You find out what happened a week after it happened

Numbers live in billing software, a stock spreadsheet, bank statements and a salesperson's notes. Getting a combined picture means asking several people and waiting. By the time the figures arrive they describe a situation that has already moved on.

You will recognise this if

Management reports are compiled by hand and are days out of date
Different people produce different numbers for the same question
Problems such as falling collections are noticed only at month-end
You cannot see today's position from your phone

What you get out of it

The difference this makes

Current position, on demand

Sales, collections, stock and pending orders as they stand now, not as they stood when someone last built a report.

One agreed set of numbers

Defined metrics computed one way, which ends the meetings spent arguing about whose figure is right.

Problems visible early

Trends and threshold alerts surface a developing issue while there is still time to respond.

Nobody prepares reports

The hours spent assembling weekly and monthly reports are returned to actual work.

What we build

Metric definition workshop to agree what each number means and how it is calculated
Automated data collection from billing software, databases, spreadsheets and APIs
Executive overview with the measures that matter most to your business
Drill-down from summary to the underlying transactions
Comparison views: period on period, target against actual, branch against branch
Mobile-friendly layout designed for a phone, not a shrunk desktop screen
Threshold alerts over WhatsApp or email when a metric crosses a limit
Scheduled snapshot delivery, such as a daily summary each morning
Role-based visibility so each person sees the scope relevant to them
Export to Excel and PDF for board and bank reporting

How it gets used

A distributor tracking daily operations

Orders received, dispatched and pending, collections against target and overdue receivables by route, visible each morning.

A clinic group monitoring branches

Footfall, revenue by service, doctor utilisation and collections compared across locations on one screen.

A manufacturer watching production and cash

Production against plan, material shortages, order book and receivables ageing together, so decisions account for both.

Technology we typically use

You do not need to care about this list — but your next developer will.

Next.js
PostgreSQL
FastAPI
Recharts
Scheduled data pipelines
Metabase (where off-the-shelf is sufficient)

Timeline: Typically 3-7 weeks depending on data sources

Questions

Business Dashboard Development — common questions

Something else on your mind? Ask us directly — it is usually faster than reading.

Can it pull data from Tally or our billing software?

Usually yes, through an API, ODBC connection or scheduled export depending on the software and version. We verify the specific integration path during discovery rather than assuming it, because this is where dashboard projects most often hit surprises.

Should we use Power BI or a custom dashboard?

Power BI and Metabase are excellent and cheaper when your data is already in one clean place and your needs are standard reporting. Custom becomes worthwhile when data must be combined from several awkward sources, when you need it embedded in an existing application, or when per-user licensing across a large team is significant.

How current is the data?

That is a cost decision. Real-time is possible where the source supports it; many businesses find hourly or daily refresh entirely sufficient and considerably cheaper to run. We set refresh frequency per source based on how the number is actually used.

Businesses that need this often need one of these as well.

Business Intelligence ImplementationTurn scattered data into decisions you can defend.Reporting AutomationThe reports you prepare every week, generated and delivered on their own.Data Pipeline DevelopmentMove data between systems reliably, on schedule, without manual steps.CRM DevelopmentKnow every enquiry, who owns it, and what happens next.

Thinking about business dashboard development?

Tell us about your situation. We will tell you whether this is the right service, what it would involve, and roughly what it would cost.

Get a free consultation