Advanced BI / Dashboard: all your business information in a tailor-made dashboard
A complete view of your business with your data sources and your own metrics.
As a business grows, its data spreads out: the CRM, the online shop, advertising, the website, invoicing and several spreadsheets. Each tool answers one part, but none of them answers management’s questions.
The Advanced BI / Dashboard applies BI (Business Intelligence) to your company: we combine multiple data sources in one dashboard and create custom metrics, calculated according to your business logic, so you see the whole picture and not just the parts.
It makes sense when standard dashboards fall short: you need to cross-reference information from several tools or measure things specific to your business, such as profitability per service, average value per customer or performance per location.
Compared with the Sales dashboard (CRM-05), focused on sales, and the KPI / BI Dashboard (CRM-06), which brings marketing and sales together from the agreed sources, this is the most complete: more sources, tailor-made metrics and a structure designed to grow.
- Business questions
- Source map
- Data model
- Custom metrics
- Dashboard
- Decisions
We start from your questions
We define what management needs to know and what decisions you want to make with the dashboard.
We map the sources
We identify where each piece of data lives: CRM (Customer Relationship Management), online shop, advertising, web analytics, spreadsheets or other tools.
We combine and calculate
We connect the sources, organise the data and create the agreed custom metrics and KPIs (Key Performance Indicators).
We design the dashboard
We organise the information into clear views, for example an overview for management and detailed views for each area.
We validate it with you
We check the results against figures you know and explain how to read and use the dashboard.
- Connection of multiple data sources according to the agreed scope
- Custom metrics defined with you
- Organising and combining the data so it is comparable
- Dashboard with overview and detailed views
- Validation of the results and walkthrough at handover
- BI tool, data storage or paid connector licences
- Custom software development or integrations with systems that have no available connection: quoted separately
- Fixing errors at source in your tools (for example, incorrectly recorded data)
- Monthly analysis and report: available as an additional service (CRM-08)
Imagine a group of two restaurants with online bookings, home delivery orders, social media campaigns and accounts kept in spreadsheets.
Before
Finding out which restaurant and which channel perform best means pulling four sources together by hand. It rarely happens, and each time the number comes out different.
After
One dashboard brings together bookings, orders, campaign spend and revenue per restaurant, with agreed metrics such as average spend per channel. The partners review the same information.
- An overall view of the business, not just of each tool
- Metrics that answer your real questions
- A single version of the numbers for the whole team
- Better-grounded investment and operational decisions
- A data foundation ready to grow with the company
- It can reduce the hours spent cross-referencing data from several tools by hand
- It can avoid arguments over different numbers in each spreadsheet
- It helps you spot sooner the costs or channels that aren’t delivering as expected
- Advanced dashboard connected to the agreed sources
- Documented custom metrics: what they measure and how they are calculated
- Overview and detailed views
- Access for the people you choose
- Walkthrough of the dashboard at handover
The price depends on what you combine. Tick this service and whatever you need with it in the calculator and you’ll see your quote straight away, with the launch price applied.
- Choose services
- Leave your details
- See your quote
What is the difference between the three dashboards?
The sales dashboard (CRM-05) shows sales. The KPI / BI dashboard (CRM-06) brings marketing and sales together from the agreed sources. This one (CRM-07) combines multiple sources with custom metrics for a complete view.
Which sources can be connected?
Most common tools: CRMs, online shops, advertising platforms, web analytics and spreadsheets. We review each source before finalising the scope.
How long does it take?
It depends on the number of sources and the state of the data. We give you a specific timeline after the initial analysis.
Why is the price “from”?
Because every project has different sources and metrics. After the analysis we present a fixed quote.
Do I need a technical team?
No. We design the dashboard so management and the team can read it without technical knowledge.
Next step
Tell us about your situation and we’ll tell you, with no commitment, whether this service fits or which alternative makes more sense.