Reports and dashboards

    Your numbers in one place, updated on their own.

    Most owners run the business on gut feel and a Friday spreadsheet someone builds by hand. We pull the numbers that matter from the systems you already have into one simple view, so you see problems while there's still time to fix them.

    Who it's for

    Someone spends hours every week building reports, the numbers never match between systems, or you only find out how a month went after it's over.

    What you can see

    • Sales and pipeline

      what's coming in, what's stuck, and who needs a follow-up.

    • Jobs and margins

      which jobs and services actually make money.

    • Cash and receivables

      who owes you, and what's coming due.

    • Team and productivity

      hours, jobs per crew, and where time goes.

    • Marketing results

      which calls and leads turn into paying work.

    • One-page owner scorecard

      the five or six numbers that tell you how the business is doing.

    One simple view

    Owner scorecard

    Sample

    Sales this month

    $40,000

    Jobs completed

    80

    Open invoices

    $10,000

    Job margin

    30%

    Monthly sales

    JanFebMarAprMayJun
    Sample. Fictional business, for illustration.

    Where the numbers come from

    QuickBooks, your CRM or field-service software, payment processor, and the spreadsheets you already keep. No new system to learn.

    How it works

    1. Pick the numbers

      we agree on the handful that actually drive decisions.

    2. Connect the sources

      read-only connections to the systems you already use.

    3. One view, kept current

      a dashboard you open on your phone, plus a short monthly summary if you want one.

    Questions people ask

    Usually not. We build on what you have, often with tools you already pay for.

    Yes. Many dashboards start with a spreadsheet and grow from there.

    Only the people you choose.

    It depends on how many systems we connect. Tell us what you use and we'll give you a straight number.
    Tell us which numbers you wish you could seeNot sure yet? Start the free Friction Finder