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Dashboard Development

Dashboard development that turns business data into decisions.

Sales, marketing, operations and service KPIs in Power BI, Looker Studio or custom web, with data from all your apps in one place.

We connect your online store, CRM, ad platforms, helpdesk and spreadsheets, agree how each metric is calculated, and build one dashboard that refreshes on a schedule, shows how fresh the numbers are and points your team to what needs action.

Discuss a solution See how it works
  • Metrics agreed with your team
  • Last refresh shown on each view
  • Each role sees its own data

No upfront consultation fee. Free discovery and a free tailored proposal.

The challenge

Reports that take days to assemble.

When numbers live in several systems, someone spends the start of each week pulling them into a spreadsheet, and decisions wait for the report.

Spreadsheet reporting
With a connected dashboard
Exports stitched together every week
Sources connected and refreshed on a schedule
Reports out of date by the time they're read
Each view shows when it was last refreshed
Each team reports a different total
One agreed definition for every metric
Everyone sees all of it, or none of it
Each role sees the figures it should see
Problems spotted weeks after they start
Exceptions flagged with a link to the record
What we build

Dashboards built around the decisions you make.

Each dashboard starts from the decisions it supports, not from the charts available. These are the ones we build most.

01

Operations dashboards

Orders, fulfilment and stock by outlet or team, so managers see today's position without asking for a report.

02

Sales pipeline

Deals by stage, owner and source from your CRM, with stalled deals and follow-ups that are due.

03

Marketing performance

Ad spend, leads and cost per lead across your ad platforms, matched to CRM deals so you can see which campaigns bring in sales.

04

Workflow monitoring

Volumes, wait times and failures across your automated workflows, so stuck items are seen before customers notice.

05

Service and team workload

Response times, open tickets and overdue tasks by team, pulled from the chat, email and project tools where the work is tracked.

06

Exception queues

Records that break a rule, such as late orders or unanswered enquiries, listed with an owner and a link to act on them.

See how it works

From raw data to a decision.

Pipelines and metric rules do the heavy lifting. Filters and drill-downs take a manager from the headline figure to the records behind it, and a person decides what to do.

See it with
  1. Step 1 of 4Data refreshed

    The Monday 7am refresh pulls CRM, online store and POS sales

  2. Step 2 of 4Combined and checked

    Totals combined per outlet and checked against each source

  3. Step 3 of 4Filtered and explored

    Sales head filters by region and compares with last week

  4. Step 4 of 4Update or action

    Dashboard updated and a short summary sent to the team

    Dashboard and alerts updatedA manager takes action
Automated stepsYour team, when a person is needed
Connected sources

From your systems to one view.

A dashboard is only as good as the data behind it. We connect the sources, model the data and validate the metrics before anything is charted.

Store, CRM and service
  • Shopify
  • HubSpot
  • Helpdesk
Marketing and ads
  • Meta
  • Google Ads
  • Google Analytics
Your reporting layerValidated metrics and refresh
Sheets and databases
  • Google Sheets
  • PostgreSQL
  • Google BigQuery
Views and alerts
  • Power BI
  • Looker Studio
  • Custom web
  • Slack

Connections depend on each system's API or export options and your permissions. Where there's no clean connector, we build a pipeline that pulls and cleans the data first.

API integrations →
Designed to be trusted

Numbers you can trust and trace.

A dashboard people don't trust gets ignored. We agree how yours works before it goes live.

Agreed KPI definitions
Each metric is defined with your team and reconciled against your source systems, so everyone works from the same number.
Permissions by role
Workspace permissions and, where the platform supports it, row-level security, so each outlet, region or team sees only its own data.
Refresh and data freshness
Refresh frequency set per source, a last-refreshed time on each view, and an alert when a refresh fails. Near real time only where the sources support it.
Drill-downs and mobile use
From the headline figure to the records behind it, on layouts that work on a phone for managers away from their desk.
Our work

Dashboards and the data behind them.

Solution showcases for store, campaign, stock and booking dashboards, each fed by data that is collected, checked and refreshed on schedule.

Solution showcasesAll solution showcasesView all →
E-Commerce

Shopify inventory management and dashboard

Competitor prices, stock forecasts and profit in one view, with restock orders drafted for the owner to approve.

See the workflow → Marketing Agencies

Marketing dashboard and automated client reporting

Ad and analytics data pulled on schedule, KPIs and anomalies ready, and a draft report for the account manager.

See the workflow → Manufacturing

Stock reconciliation automation

Stock matched across warehouse system, ERP and order portal every night, with variances sent to the stock controller.

See the workflow → Healthcare

Clinic appointment system on WhatsApp and phone

Patients book, reschedule and get reminders, after hours too, while clinical questions go straight to staff.

See the workflow →
How we work

From your decisions to a live dashboard.

  1. 01

    Decisions and metrics

    We start from the decisions the dashboard supports and agree how each metric is calculated.

  2. 02

    Data connection and model

    We connect the sources, clean and combine the data, and reconcile the totals with your team.

  3. 03

    Prototype on real data

    You review a working draft with your own numbers, and we adjust views, filters and drill-downs.

  4. 04

    Launch and handover

    We set up refresh and alerts, train your team and hand over documentation.

Every project has an agreed scope and acceptance criteria before the build starts.

Project scope

Scoped around your decisions.

Every reporting setup is different, so we scope yours around the sources, metrics and people involved. These factors shape it.

Number of sources
One clean source, or several systems that need combining and reconciling.
Data state
Well-structured data, or manual sheets that need cleaning and a pipeline first.
Dashboards and depth
A single KPI view, or a set of dashboards with filters and drill-downs.
Platform
Power BI, Looker Studio or custom web. Platform licences are separate.
Refresh and access
Scheduled or near real-time refresh, and row-level security by role.
Alerts and actions
View-only reporting, or alerts and exception lists that start a follow-up.
Guides

Guides on this

Solutions How to build AI agents in n8n for real business workflows 8 min read Solutions Turning Notion into your automated business hub with AI 8 min read Guides 10 Zapier automations that save small teams hours 9 min read Guides When self hosted n8n makes sense for automation and data control 8 min read
All insights
FAQ

Dashboard questions.

Straight answers about scope, data, ownership and support. Can’t find yours? Ask us directly below.

Which platforms do you build dashboards in?

Mainly Power BI and Looker Studio, plus custom web dashboards when you need full control over branding, embedding or interactivity. We recommend the platform based on where your data lives, your licensing and who needs access. We are not tied to a single vendor.

What data sources can you connect to a dashboard?

Databases such as MySQL, PostgreSQL, BigQuery and Snowflake, spreadsheets such as Google Sheets and Airtable, and business software through its API, including online stores, CRMs, ad platforms, helpdesks, ERP and accounting systems. Where there's no clean connector, we build a pipeline or use scheduled exports, then check totals against each source so your team can sign off the numbers.

Do you model and clean the data, or only build the charts?

Both. Reliable dashboards start with a proper data model. We agree metric definitions, define measures and business logic (DAX in Power BI, calculated fields in Looker Studio), reconcile sources and build the pipelines. The charts sit on top of a tested model, so the numbers can be checked against your source systems.

How do dashboards stay up to date, and is the data real time?

Most dashboards refresh on a schedule that suits each source, such as hourly or each morning. Near real-time refresh is possible only where the sources and infrastructure support it. Each view shows when it was last refreshed, and a failed refresh alerts a named person rather than leaving stale numbers on screen.

Can we use the dashboards on a phone?

Yes. We design the key views for mobile, so managers can check figures and open flagged records away from their desk. Power BI has a mobile app, Looker Studio reports open in a mobile browser, and custom web dashboards are built to fit smaller screens.

How do you handle data security and who can see what?

We use read-only, permissioned connections and store only the data a report needs. Access is controlled with workspace permissions and, where supported, row-level security, so each outlet, region or team sees only its own figures while management sees the full picture. Data handling, AI providers and hosting are confirmed per project, and reporting data can stay in your own cloud or Power BI tenant.

Can a dashboard trigger actions?

Within agreed limits, yes. A dashboard can send an alert when a metric crosses a threshold, list exceptions with an owner, or start a follow-up such as a task or a message to the team. Actions that change records or contact customers stay with a person to approve.

What if the numbers on the dashboard are wrong?

We reconcile totals against your source systems before launch, and your team signs off the metric definitions. After launch, the drill-down shows the records behind any figure, so an error can be traced to its source and fixed there. Stale or failed refreshes are flagged rather than hidden.

Who owns the dashboards, and do you support them after launch?

You own the bespoke deliverables built for your project under our agreement, and the reports, data model and connections sit in your accounts. Framworq keeps its pre-existing tools and reusable components, with the rights your team needs to use them. We hand over documentation and a walkthrough. We can also monitor pipelines and add sources after launch.

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Next step

Let's make your business data useful.

Tell us the decisions you make each week and where the numbers come from. We'll show you what a connected dashboard could look like and prepare an initial plan.

Discuss a solutionNo upfront consultation fee. Free discovery and a free tailored proposal.
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