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Service

Business Performance Dashboard

Lead attribution, KPI tracking, revenue forecasting. SQL/Notion dashboards.

Pricing

£250–£900

Designed for operational efficiency.

Best fit: Teams pulling data from multiple sources manually · Businesses needing executive dashboards · Organizations wanting real-time operational visibility

Not ideal for: Teams without clear KPIs or data sources · Businesses not ready to act on data

Business performance dashboard

Outcomes

What you gain

Single dashboard showing KPIs from all your tools.

Real-time visibility into lead attribution and revenue forecasting.

Automated reporting that replaces manual spreadsheet work.

Deliverables

What we ship

Dashboard requirements and KPI definition

Delivered with documentation, governance, and measurement hooks.

Data source connections and API integrations

Delivered with documentation, governance, and measurement hooks.

Lead attribution tracking and visualization

Delivered with documentation, governance, and measurement hooks.

Revenue forecasting models

Delivered with documentation, governance, and measurement hooks.

SQL or Notion dashboard build

Delivered with documentation, governance, and measurement hooks.

Automated refresh and alerting

Delivered with documentation, governance, and measurement hooks.

Team access and training

Delivered with documentation, governance, and measurement hooks.

Process

How the engagement runs

Step 1

Requirements Gathering

Owners, metrics, and review cadence confirmed at the start of each phase.

Step 2

KPI Definition

Owners, metrics, and review cadence confirmed at the start of each phase.

Step 3

Data Mapping

Owners, metrics, and review cadence confirmed at the start of each phase.

Step 4

Dashboard Build

Owners, metrics, and review cadence confirmed at the start of each phase.

Step 5

Testing & Deployment

Owners, metrics, and review cadence confirmed at the start of each phase.

FAQs

Direct answers

What tools do you use for dashboards?

We build dashboards in SQL databases, Notion, Google Data Studio, Tableau, or custom solutions depending on your needs.

Can you connect to our existing tools?

Yes. We connect dashboards to CRMs, analytics platforms, databases, and APIs to create unified views.

Ready?

Book a system audit or setup your automation

Tell us what you need automated, integrated, or optimized. We'll respond within one business day with next steps and pricing.