The morning round of tabs
To see where the day stands, somebody opens the customer list, then the board, then
the tickets, then the calendar. It is a small tax, and it is charged every morning.
Internal system for SMEs
Dashboard
A landing screen you assemble yourself: open tasks, deadlines that are coming up, customer figures and what the team is carrying, all on the first screen after signing in. One place instead of four tabs opened in turn every morning.
What it actually solves
The owner who has to ask
Asking how the projects are going or how many tickets are open produces a spoken
answer, because there is no place that simply shows it.
Connections nobody sees
When everyone only sees their own part, the things that are slipping stay invisible
until they are late.
Your own working screen, arranged around your job
The layout is yours to set. Sales sees incoming enquiries first, the project lead sees the deadlines that are due, and the owner sees what the team is carrying.
Blocks you add, move and remove
The screen shows the work you are actually responsible for, rather than a
company-wide summary that nobody reads after the second week.
Current when you open it
The figures are read when the screen loads. There is no nightly report to wait for
and no export to refresh.
Team view and personal view
Your own day and the whole team's load are easy to keep apart, which is what makes
the same screen useful to a colleague and to the owner.
An overview, not a data-mining exercise
Business intelligence tools ask for data modelling and configuration before they show anything, and that is work somebody has to keep doing. The goal here was not an analysis platform, but a clean, immediate summary of the data the company already has.
1
screen after signing in
~30 min
automated setup
0
separate BI subscription
One view over every module
The dashboard has no data of its own. It summarises what is already there: open enquiries from the customer records, tasks that are due from the boards, unresolved reports from the tickets, and current capacity from the time entries.
It follows the permissions you already set
The blocks on the dashboard respect existing access levels. A colleague sees their own work and what is assigned to them, a project lead sees the team's load and deadlines, and the owner sees the company totals. The dashboard does not open anything that was closed elsewhere.
A landing screen, not a reporting suite
There is no query builder, no report designer and no connection to outside data sources. If what you need is deep analysis across several separate business systems, a dedicated tool will serve you better, and we would rather say so now.
What the dashboard is for is making the everyday work quicker to see.
What people usually ask at this point
These are not our questions, they are the ones we get most often. None of the answers is that you will get used to it.
“Do we need training?”
There is a manual and a step-by-step walkthrough inside the app, so people find their
own way in. No training days, and nobody has to become the in-house expert.
“What does it cost to start?”
Automated setup takes about half an hour. There is no implementation fee and no
compulsory consulting day.
“How flexible is the trial?”
During the trial you work in your own instance with your own data, and if it turns
out not to be right, you cancel it.
Ask for it, and you may not have to pay
What is missing from a dashboard is different for everyone, because you do not all check the same number in the morning. If roughly three quarters of our customers would use that addition too, we build it for free and everyone gets it. What is specific to you gets built under a separate agreement.
The demo is for looking, the trial is for deciding
They are not the same thing, and it matters which one you start with. To look around and get a feel for the screens, the demo is the better choice; to actually decide, you want the trial.
The demo
A shared environment anyone can open, with no sign-up. It runs on the full data of a
made-up company, so you see customer records, histories and tickets with things
actually in them rather than empty lists. Some administrative functions are switched
off, and every night it resets to its base state: whatever you create there is gone
by morning.
The trial
Your own instance, with full functionality and your own customer data. This is where
it shows whether the software fits the way you work. If you decide it does not, you
cancel it like a streaming subscription, with nothing to settle.