Business activity
Track sales, requests, projects or operations using indicators with an agreed meaning.
APPS/002Dashboards
Information, together.
Clearer decisions.
We design dashboards for sales, activity and outstanding work without gathering figures manually. We connect your sources and define indicators, filters and views that help you track the business.
See the status.
Understand the changes.
A dashboard is useful when it helps you understand a situation and choose the next step. We choose the questions before drawing charts or gathering figures.
Work that needs attention
Find delays, outstanding tasks and items that need attention without checking several tools.
Useful comparisons
Compare periods, teams or categories using consistent criteria and comparable data.
Team reports
Prepare views and exports for recurring meetings or follow-up.
Several sources.
A working view.
We define each indicator, its source and how often it updates. The dashboard should make both the data and its limitations clear.
Starting point
- Tools
- Records
- Indicators
DashboardOutcome
- Views
- Filters
- Reports
A tool of your own.
A specific delivery.
These are the elements we define in the proposal. The final scope depends on your starting point and business priorities.
/001Definition of indicators
We agree on the questions and how the figures answering them should be calculated.
/002Connection and preparation
We collect and organise information from the sources included in the scope.
/003View design
We design the layout, filters and level of detail each role needs.
/004Validation and updating
We check known results and define how the data is updated and reviewed.
/005Handover and continuity
We hand over the access, documentation and guidance covered by the agreed scope. Follow-up or maintenance is defined separately if commissioned.
From a question
to a useful view.
(4)Choose what you need to see
We agree the questions, indicators and users of each view to avoid a dashboard full of figures without context.
Check the sources
We review where the data comes from, how it is calculated and how often it can be updated.
Design and connect
We build views and filters with access to the detail needed to understand each result.
Validate with your team
We check figures against known results and review what the dashboard shows when data is missing or a source fails.
Designed for your team.
Sustainable for your business.
Agreed scope
A custom application needs priorities and limits. We document features, user journeys and acceptance criteria before development.
Data and access
We define the profiles, actions and information each person needs, along with the planned backups, recovery and access management.
Operation and ongoing development
We define where the application runs, its recurring costs and who maintains it. Later versions are prioritised according to actual use.
Before we start.
(5)Is the data updated in real time?
It depends on the sources and what you need. Updating when a view is opened or at defined intervals may be more suitable. Refresh frequency and error handling are agreed as part of the project.
Do I need AI to have a dashboard?
No. A dashboard can work with conventional queries and calculations. If useful, AI queries or summaries can be added as a separate, testable feature.
Does everything have to be defined from the beginning?
We need a clear goal and scope for the first version. Further features can be prioritised after testing; changes are assessed before they are added.
Can we connect the tools we already use?
We review the integration interfaces, permissions and terms. If a connection is not feasible, we explain alternatives and their limitations before committing to development.
What happens after delivery?
We agree on hosting, support, maintenance and documentation. The proposal distinguishes operation of the delivered version from extensions and recurring services.
Engineering × Design.
For the next step.