01
Executive KPI dashboards
Revenue, margin, cash and pipeline on one screen, refreshed automatically.
Dashboards · Denver, Colorado
Dashboards & Power BI, built in Denver
Live dashboards that pull from QuickBooks, your CRM and the spreadsheets your team rebuilds every week, so you can see what is making money without waiting for month-end.
Starting at
$3,000
Dashboard Starter, fixed price
Typical timeline
2–6 weeks
First screen in about 2 weeks
You own
100%
Every report, model and login
What we build
Six common routes
Each dashboard starts from the questions you ask every week, then connects to the systems that already hold the answers.
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Job costing & profitability
See which jobs, crews, customers and services actually make money.
03
Sales & pipeline
Bookings, win rates and forecasts straight from your CRM.
04
Operations & inventory
Stock levels, turnaround times and bottlenecks across locations.
05
Financial reporting
QuickBooks data shaped into the reports your accountant and board expect.
06
Dashboards in your portal
Embed live reports in a client or partner portal, with the right access for each person.
Is this you?
A good fit if…
- Your numbers live in three or more places and someone stitches them together by hand
- Reporting eats hours every week or days every month-end
- You can't quickly answer which jobs, customers or products are most profitable
- Leadership wants weekly numbers, not a month-old spreadsheet
Tools we use
Your stack, not ours
Power BILooker StudioExcelGoogle SheetsQuickBooks OnlineHubSpotSalesforceSQL databases
Already pay for Microsoft 365? Power BI is usually the natural choice. Want free viewing for everyone? Looker Studio often fits. We recommend one in discovery.
What it looks like
Example projects
Typical projects of this kind, to show the shape of the work: the problem, and what changes.
Trades & home services
Job-costing dashboard
- Before
- Margins were only known after the books closed, weeks after a job finished.
- After
- Profit by job, crew and service type updates daily from QuickBooks and the scheduling app.
Property management
Portfolio dashboard
- Before
- Occupancy and late rent were tracked in separate spreadsheets per property.
- After
- One view of occupancy, delinquency and maintenance spend across every property.
Nonprofit
Impact dashboard
- Before
- Grant and board reports took days to assemble each quarter.
- After
- Program outcomes and funding in one shareable report, ready before every board meeting.
Illustrative examples of the kind of work we do, not specific client results.
How it works
Four steps, no surprises
Every project follows the same route, so you always know where it stands and what it costs.
1
Free intro call
30 minutes to understand the problem and check the fit.
2
Paid discovery
We map your systems and data, define "done" and show a mockup. Credited to the project.
3
Fixed proposal
Price, milestones and acceptance criteria in writing.
4
Build & launch
Short sprints with a demo each time, then training and full handover.
Pricing
Dashboard Starter
$3k–$8k
Most single-dashboard projects. Larger reporting systems are quoted after discovery. Every project starts with a paid discovery ($500–$1,500), credited to the build.
Get a fixed quote →Included
- Discovery of your sources and key questions
- Data connections and cleanup
- Up to 3 report pages, mobile-friendly
- Automatic refresh schedule
- Training session and written guide
- 30 days of fixes after launch
Payment: under $10k, 50% to start and 50% at launch. $10k and up, 30 / 40 / 30 by milestone. You own all code and data.
Questions
FAQ
Straight answers to what people ask us most about Dashboards & Power BI.
Power BI or Looker Studio: which should we use?
If your team already uses Microsoft 365, Power BI usually fits best and handles complex data well. Looker Studio is free to view and works nicely with Google Workspace. We compare both for your situation during discovery and recommend one.
Do we need to buy Power BI licenses?
Often, yes: people who view shared Power BI reports typically need a Microsoft license. We confirm exactly what you need, and the cost, before you commit, and suggest Looker Studio if licensing doesn't make sense.
Our data is messy. Is that a problem?
That is normal. Mapping and cleaning your data is part of discovery and the build, and we flag anything that needs a process change so the numbers stay right.
How fast will we see something?
Most clients see a first working screen within about two weeks, then refine it in short cycles with a demo each time.
Who maintains the dashboard after launch?
You own everything. We train your team and leave a written guide, and an optional care plan covers new reports, fixes and changes.
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