Combine All Business Data in One Dashboard
Combine your business data from Xero or MYOB, your job, CRM and stock systems and your spreadsheets in one dashboard that refreshes itself.
- 20+ years connecting business systems
- Works with Xero, MYOB and the systems you already use
- Fixed quote after a free chat
One Set of Numbers
Your numbers are in too many places. The accounts are in Xero or MYOB, jobs in another system, customers in a CRM, stock somewhere else and budgets in a spreadsheet. So every month someone exports, copies and pastes to build the reports, which arrive late, and nobody is quite sure which figure is right.
We connect those systems and pull the figures into one dashboard that refreshes itself. Customers, jobs and accounts are matched up once, and checked against the numbers you already know. You get one set of numbers that everyone in the business trusts, without anyone rebuilding a spreadsheet. If you mainly need management reports from Xero or MYOB, see our Xero and MYOB reporting and dashboards service.
What Changes When It's All in One Place
Less time building reports, more time acting on them
No More Monthly Copy and Paste
Instead of someone exporting from Xero, the job system and the CRM into a spreadsheet each month, the numbers are already there when you open the dashboard.
What you get: Hours of report building handed back to your team
One Set of Numbers
The sales manager and the accountant stop arguing about whose revenue figure is right, because there is only one.
What you get: Meetings spent on decisions, not on checking whose spreadsheet is correct
Problems Show Up Sooner
A job running over budget shows up while it is still on site, not after the final invoice goes out.
What you get: Time to act while it still makes a difference
Check It From Anywhere
You check yesterday's sales and the bank position on your phone before the morning meeting.
What you get: No waiting to get back to the office for an answer
What You Can See in One Dashboard
Money: Profit, Cash and Debtors
Your financial position, laid out the way owners and managers want to read it.
- Profit and loss against budget, by month, division or company
- Cash in the bank and what is due in and out over the coming weeks
- Who owes you money, and how overdue it is
- Several Xero or MYOB files added together, with intercompany items removed
- Month-end reports that are ready, not rebuilt
- Earlier warning of a cash squeeze
- Fewer surprises at the board or owners' meeting
Xero or MYOB, plus budgets from your spreadsheet
Sales and Customers
What is selling, to whom, and what is coming through the pipeline.
- Sales by customer, product, region or sales rep
- Quotes and pipeline from your CRM next to actual invoiced sales
- Your best customers next to the ones buying less than they used to
- Sales forecasts based on the real pipeline
- Knowing which customers and products actually make money
Your CRM (such as HubSpot or Salesforce), online store and accounting system
Jobs and Projects
Whether each job or project is making the margin you priced it at.
- Revenue, costs and margin by job, including work not yet invoiced
- Budget against actual, while the job is still running
- Staff hours and how much of them are billable
- Spotting overruns early
- Pricing the next job from what the last one really cost
Your job, project or timesheet system joined with the accounts
Stock and Purchasing
What you hold, what is moving, and what is tying up cash.
- Stock levels by location, with slow movers flagged
- Purchase orders not yet received or billed
- Margin by product line after freight and other costs
- Less cash sitting on the shelf
- Better conversations with suppliers
Your inventory or warehouse system, online store and accounting system
Day-to-Day Operations
The handful of numbers each manager watches every day.
- Orders, jobs or tickets in progress and overdue
- Turnaround times and backlogs
- Each manager's key numbers on their own page
- Bottlenecks spotted before customers notice
- Managers looking at the same figures as the owner
Whichever systems hold those numbers, connected once
Owner and Board Reporting
A short, consistent pack that answers the questions the owners or board ask every month.
- The key numbers on one page, with trends
- Drill-down to the detail when someone asks "why?"
- The same layout every month, so changes stand out
- Board packs prepared in less time
- Discussion about what to do, not about whether the numbers are right
All of the above, from the same matched-up data
Need deeper analysis across many systems? See our business intelligence and analytics service.
Examples by Type of Business
Construction and Trades
- Job costs in one system, invoices in Xero or MYOB
- Margins only known after the job is finished
- Retentions and progress claims tracked in spreadsheets
What the Dashboard Shows
- Margin by job while it is still running
- Progress claims, retentions and debtors in one view
- Cash coming in against upcoming supplier and payroll costs
Professional Services
- Time in one system, billing in another
- Work in progress that is hard to see
- Which clients actually make money is a guess
What the Dashboard Shows
- Billable hours and work in progress by client and staff member
- Profit by client and by type of work
- Pipeline from the CRM next to billed revenue
Wholesale, Distribution and Online Sales
- Sales in an online store, stock in another system, accounts in a third
- Margins that do not allow for freight and returns
- Too much cash tied up in slow stock
What the Dashboard Shows
- Sales and margin by channel, product and customer
- Stock levels with slow movers flagged
- Purchasing and supplier costs next to sales
Manufacturing
- Production records separate from the accounts
- Costing based on old standard costs
- Orders, capacity and stock planned on spreadsheets
What the Dashboard Shows
- Actual cost and margin by product or order
- Orders on hand against production capacity
- Stock, purchasing and cash in one place
How It Runs
Start with one dashboard that answers the questions you ask most, then add to it.
Start With Your Questions
- List the systems and spreadsheets the numbers come from
- Agree which few numbers matter most
- Check whether the built-in Xero or MYOB reports already cover some of it
You get: A clear, short list of what the first dashboard will show
Connect Your Systems
- Connect Xero or MYOB first
- Add the job, CRM, stock or other systems that matter
- Bring in budgets or targets from spreadsheets
You get: Data arriving on its own, on a schedule you choose
Match Up the Numbers
- Match records that are named differently in each system
- Check the dashboard against last month's reports
- Point out where the source data needs tidying
You get: Numbers you can rely on before anyone uses them
Use It, Then Add to It
- Set who sees what
- Alerts if a system stops sending data
- Add the next report when the first one is earning its keep
You get: A dashboard that grows with the business, one useful step at a time
The Technical Side
For whoever looks after your systems: how the dashboard is put together.
How the data gets in
We use each system's official connection (its API) where it has one, and scheduled file exports where it does not. Nobody copies data by hand.
Where the data is kept
For more than two or three systems, we usually copy the data into a small reporting database (sometimes called a data warehouse) and match it up there. Your live systems are not slowed down or changed.
The dashboard tool
Often Microsoft Power BI, which suits most businesses already using Microsoft 365. Scheduled reports or a spreadsheet that refreshes itself can work too. We recommend the simplest option that answers your questions.
Access and security
Read-only connections where possible, and each person only sees the pages and figures they are meant to see.
Which Numbers Do You Chase Every Month?
Tell us which systems your numbers live in and which report takes longest to put together. We'll tell you honestly whether Xero's or MYOB's own reports will do, or what a first combined dashboard would involve. Every project gets a fixed quote after a free initial chat. If you want a full review of your systems first, our $5,000 Process & Systems Audit covers it.
Free initial chat • No obligation • 1300 470 091