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Reporting dashboards

Live views of the numbers that matter, built from your own data.

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What is a reporting dashboard?

A reporting dashboard is a live view of the few numbers that run your business, such as sales, jobs, bookings or margins, built from the data your systems already hold. It updates on its own, so nobody spends Monday morning assembling a report that’s out of date by Tuesday.

What problem does a reporting dashboard solve?

Assembling reports by hand is slow and error-prone: exports from three tools, a spreadsheet to join them and a formula someone broke last month. By the time the report is read, it’s already old.

A dashboard pulls the figures straight from your systems and shows the handful that drive decisions. Owners see the business daily, and teams see the numbers they’re responsible for.

What you get

Dashboards that update from your own systems, showing the figures owners and teams actually use.

Reporting dashboards

What’s included

  • Agreeing the measures

    The handful of numbers that actually drive decisions, not everything that can be counted.

  • Data connections

    Figures pulled from the systems that already hold them.

  • Dashboards for owners and teams

    Each person sees the numbers that matter to their role.

  • Scheduled email summaries

    A daily or weekly summary in the inbox, for people who won’t log in.

  • Exports

    Clean exports for your accountant or board.

  • Definitions

    Each number explained, so everyone agrees what it means.

Who reporting dashboards suit

A good fit for

  • Owners who need a daily view. How the business is going, without asking anyone.
  • Teams reporting to management. Time back from building the weekly report by hand.
  • Businesses combining data from several tools. One view across sales, jobs and accounts.

Probably not the right fit if

  • The reports built into your current tools already answer your questions.
  • The underlying data isn’t reliable yet. Fix the data first, or the dashboard will mislead.
  • You want dozens of charts nobody acts on. We’ll push back and keep it to what matters.

How it works

How it works

  1. 01

    Choose the measures

    The handful of numbers that drive decisions.

  2. 02

    Connect the data

    From the systems that already hold it.

  3. 03

    Deliver the views

    Dashboards and summaries in the places people already look.

How long does a reporting dashboard take?

A simple dashboard is part of a core system, which usually takes 6–10 weeks. A dashboard added to an existing app or your current tools depends on how the data is held, and we confirm the timeline in your fixed quote.

How much does a reporting dashboard cost?

A core system includes a simple dashboard with up to five key numbers. Reporting dashboards and custom reports can be added to an app or system, and are included in your fixed quote.

See what each package includes

Related work

Built and in production.

Questions

About reporting dashboards

Do we need a new system to get reporting?

Not always. Dashboards can often be built on the data your current tools already hold.

Can we get a daily summary by email?

Yes. Scheduled summaries are a common part of the build, for people who’d rather not log in.

Can different people see different numbers?

Yes. Access is set by role, so owners see everything and teams see what’s relevant to them.

How up to date are the figures?

As up to date as the source systems allow: some update the moment something changes, others on a schedule such as hourly or overnight.

Can our accountant use it?

Yes. Exports are built for accountants and boards, so they get clean figures without access to the whole system.

Further reading

Custom software

More in Custom software

Enquire

Talk to us about reporting dashboards.

Tell us what you are working on and what you need. An outline is enough to start. We reply within one business day.

Prefer email? hello@vareonhq.com