Custom dashboards · We build it for you
Your business is specific. Your dashboards should be too.
Off-the-shelf dashboards show you someone else's idea of your business. You tell us what you need to see; we build the dashboards and charts, to your definitions, on your live data. Your ERP and CRM are already connected and saved over time, so a new view is a short build, not a BI project, and it shows the trend from day one.
Where the next 16 weeks of cash comes from and where it goes: $6.85M in from receivables and the order book, $7.12M out to suppliers, purchase orders and running costs. Every bar traces back to lines in your ERP.
One example: a cash bridge, built because a weekly table hid the week the money ran short.
What we build
From one scorecard to a whole operating cockpit.
Scorecards
The handful of numbers a leader checks every morning, against plan.
Operating cockpits
A whole function on one screen: pipeline, purchasing, cash or jobs.
Board and monthly packs
The same views every month, exported straight to PowerPoint, Word or Excel.
Views by role
Each person sees the view that fits their job, and only the data they should.
Trends over time
Built on RevPhos history, so you see which way a number is moving, not just where it is.
Charts that fit the question
Waterfalls for cash, heatmaps for product mix, coverage bars for pipeline, trend lines for history.
How it works
Three steps. You ask, we build, it stays live.
Tell us the question
What do you wish you could see? A number, a trend, a view for the board or for the sales floor.
We build it on your live data
Your ERP, CRM and spreadsheets are already connected, so we design the view, not the plumbing. Your definitions, your measures.
It stays live, and it trends
The view lives in RevPhos, refreshes on its own and keeps its history, so next month it shows the trend too.
Why not a BI tool?
A BI project
- Months of data modelling before the first chart
- An analyst needed for every new question
- Charts with no link to the work behind them
- History only if someone thought to build it
RevPhos, built to suit
- Your data already connected, so a view is a short build
- Ask AI for the one-off question, a built view for the daily one
- Click from a number to the orders, deals or POs behind it
- History kept from day one
A dashboard for every audience
The same live data, shaped for whoever is looking.
THE BOARD
A pack that builds itself
The same measures every month, with the trend, exported to slides.
THE SALES FLOOR
A live wallboard
Today's numbers on the big screen, the same for everyone.
EACH REP
Their own book
Their pipeline, their customers, their results, without asking for a report.
ADVISORS AND CFOs
One view across every client
The same monthly dashboard for every client, so your standard travels with you.
What do you wish you could see?
Bring the question. Thirty minutes, and we'll show you what the view would look like.