Automation & Operational Dashboards
One screen. Real data. Decisions made in seconds.
The "monthly board pack" should be obsolete. Leadership decisions are slowed by waiting for an analyst to build the deck, and the deck is stale by the time it arrives. Real-time operational dashboards — drawing from your CRM, accounting, support, ops — surface the truth continuously, not monthly.
The pain points we keep hearing
- Monthly board packs are stale by Tuesday. Numbers a week old by the time leadership sees them. Decisions made on lagging indicators.
- Looker / Metabase / Power BI half-built. Tool licensed, never properly configured, dashboards no-one trusts.
- Conflicting numbers in different tools. Sales says revenue X. Finance says revenue Y. Both look at different reports. Trust erodes.
- Analysts spending Fridays on reports. High-cost data analysts doing data-export-and-paste work because the dashboards don't exist.
What we typically build
Executive dashboard
Top-line metrics (revenue, pipeline, churn, NPS, support volume) on one screen, updated continuously, drilled-down for leadership reviews.
Operational dashboards
Per-team views — sales team sees pipeline + conversion, support sees queue + SLA, finance sees cash + AR — with the metrics each team owns.
Customer-facing portals
Your customers get their own dashboard view of their data with you — usage, billing, support tickets, account-health scores.
Anomaly alerts
Dashboards aren't enough — also push alerts when metrics deviate from baseline (revenue drop, support queue spike, conversion dip).
How we deliver — 5 phases
Discovery
30-min call + 60-90 min structured scoping. Fixed-price quote.
Design
Architecture doc, you sign off before any code.
Build
Git from day 1, weekly demos, no black-box phase.
Deploy
Shadow mode → restricted live → full live.
Handover
Docs, runbook, training, 30 days bug-fix support.
Full methodology at how we build.
Pricing guidance
Single-domain dashboard (sales OR support OR ops) £1,500–£3,500. Multi-domain executive dashboard £3,500–£6,000. Custom-built portal with role-based access £6,000–£8,500.
Real engagement walkthroughs
No fabricated testimonials. See an illustrative end-to-end engagement:
Related practice areas
Frequently asked questions
Which dashboard platform do you use?
Default: Metabase (open-source, self-hostable, generous free tier). Alternatives: Looker Studio (free, Google-integrated), Grafana (devops-leaning), or custom Next.js dashboards for unique needs.
How real-time is "real-time"?
Most metrics: under 5 minutes from event to dashboard. Financial / accounting data: typically daily refresh (because the source systems update on those cycles). Truly streaming where needed (support queue, live ops).
Do you do data warehousing?
For larger projects yes — Postgres or BigQuery as the warehouse, scheduled ETL from source systems. Smaller projects we can usually skip the warehouse and query sources directly.
How do you handle data quality?
Validation rules per source, anomaly detection on input, alerts when sources go silent. We don't pretend bad data is good data.
Can the team build their own dashboards after?
Yes — Metabase has a non-technical UI for that. We hand over with templates and training so your team can iterate without coming back to us for every change.
Access control?
Per-user permissions, can restrict by team / department / role. SSO supported. Audit log of who viewed what.
Start with a 30-minute call
Tell us about the workflow that's eating most of your team's time. We'll tell you whether automation dashboards will pay back — honestly.