Services · Custom dashboards
Custom dashboard development: one view of the business everyone trusts.
We build custom dashboards that join data from your CRM, ad accounts, accounting and operations into one live view, built for the decisions your team actually makes each week.
Decisions made on the same, trusted numbers, the week they matter rather than at month end.
Part of Internal tools & dashboards
You’ll recognise this
- Monday starts with someone exporting numbers from five tools into a spreadsheet.
- Two people bring two different revenue figures to the same meeting.
- You only find out a channel or a client went wrong at month end.
- Off-the-shelf BI tools were bought, and nobody opens them.
What it’s costing you
The expensive part is the part nobody invoices.
When numbers are assembled by hand they arrive late, and they arrive disputed. The cost is not the analyst’s hours; it is every decision made a month too late, or on the wrong figure.
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Lever 01
Spend where it returns
Marketing spend joined to signed revenue, so budget moves to the channels that produce clients.
Moves: Cost per acquired client
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Lever 02
Problems caught early
Over-servicing, slipping projects and unpaid invoices flagged as they happen, not discovered at month end.
Moves: Margin per client or project
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Lever 03
Hours back from reporting
Reports that build and send themselves, freeing senior people for the work the numbers point to.
Moves: Time spent compiling reports
Built for
Who brings us this work.
The people who usually start these engagements, what they are measured on, and the question they arrive with.
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Founder-led B2B service firms
Founders of B2B service businesses whose sales and delivery have outgrown the founder’s inbox.
Measured on: Pipeline, win rate and revenue per employee
- Leads arrive faster than anyone can answer them, and the best ones go cold over a weekend.
- The CRM is half-filled, so forecasting is a guess and follow-up depends on memory.
- Growth means hiring, because every process still needs a person in the middle of it.
What changes: A pipeline that answers, qualifies and follows up on its own, and a business that can grow without adding headcount at the same rate.
“We are not a tech company. Custom software sounds like a large, risky project.”
Engagements start with a short scoping sprint and a fixed scope for the first build. You see working software early and decide each next step on evidence.
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Ops, sales & growth leaders
Heads of operations, sales or marketing inside mid-size companies, with a mandate and no spare engineering team.
Measured on: Cost to serve, cycle time and cost per acquisition
- IT has a long queue, and your team’s workflow is not at the top of it.
- You are paying for overlapping SaaS that still does not match how your team works.
- Leadership wants AI in the business, with no clear view of where it is safe and useful.
What changes: The system your team needs, delivered alongside IT rather than queued behind it, with security and ownership handled properly.
“Will it pass our security review, and who supports it afterwards?”
We build in accounts you control, document everything, work to your security requirements and either run it with you or hand it to your team.
Before and after
The same week, run two ways.
Today
- Numbers compiled by hand each week
- Different figures in the same meeting
- Problems found at month end
- BI tools nobody opens
With the system in place
- Live figures from every source
- One agreed definition per number
- Alerts the day something moves
- Views built around real decisions
What we build
Custom dashboards, designed around your work.
The numbers your business runs on, pulled live from every source, with the record behind each figure one click away.
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Data pipelines
Scheduled pulls from your CRM, ads, analytics, accounting and databases into one clean, documented store.
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Decision dashboards
Views designed around specific decisions: where to spend, which clients need attention, what to hire for.
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Drill-down to the record
Every figure clicks through to the deals, invoices or jobs behind it, so numbers can be checked, not argued about.
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Alerts
Notifications when a number crosses a threshold you set, so problems surface the day they happen.
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Role-based views
Leadership, team leads and clients each see the figures they need, and only those.
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Scheduled reports
Weekly and monthly reports generated and sent automatically, in your format, to the people who need them.
- CRM & pipeline
- Ads & analytics
- Accounting
- Operations data
Data pipeline & dashboard
Built for one business, owned by it
- Decision views
- Drill-down to records
- Threshold alerts
- Scheduled reports
Working thesis
A dashboard is a decision, not a chart.
Most dashboards fail because they were designed around the data available rather than the decisions people make. They show everything, so nobody looks at anything.
We start from the decisions: who decides what, how often, and on which numbers. Then we build the smallest view that supports each decision, and make every figure traceable so it earns trust.
Built in-house
We build this for ourselves first.
Scribbify runs software products of its own. Each one is the same kind of work, tested on our own business before yours.
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Serpify · AI visibility and rank tracking
Daily data pipelines from many sources into dashboards, reports and alerts: the same engineering as an operations dashboard.
About Serpify -
LeadSpidey · AI SDR for inbound leads
Live lead feed and team metrics, from leads today to meetings booked, updated as conversations happen.
About LeadSpidey
How it runs
Working software early. Then the next step.
Phases, not promises: every engagement starts with a scoping sprint, and each step is decided on evidence.
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01
Weeks 1–2
Decisions and definitions
Agree which decisions the dashboard serves and one definition for each number, with the people who use them.
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02
Weeks 3–6
First dashboard live
Pipelines from the key sources and the first decision view in use, checked against the numbers you trust today.
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03
Ongoing
More sources, alerts, reports
Further sources, alerts and scheduled reports added as the first view earns its place.
Works with the tools you keep
- Google Analytics 4
- Google Ads
- Meta Ads
- HubSpot
- Salesforce
- Xero
- QuickBooks
- Stripe
- Google Sheets
- PostgreSQL
- MySQL
- Any REST API
Build, buy or configure
An honest comparison.
Sometimes software you can buy is the right answer, and we will say so. This is how we weigh it.
| What matters | Off-the-shelf SaaS | Low-code builder | Scribbify build |
|---|---|---|---|
| Fits how your team actually works | Partly: You adapt to its fields | Partly: Until the rules get complex | Yes: Designed around your workflow |
| You own the code and the data | No: Rented | Partly: Locked to the platform | Yes: Yours, documented |
| Joins every tool you already use | Partly: Where integrations exist | Partly: Simple connections | Yes: Any API or export |
| Cost stays flat as you hire | No: Priced per seat | No: Priced per seat | Yes: No per-seat licence |
| AI agents with approvals built in | Partly: Generic assistants | Partly: Add-ons | Yes: Built for your rules |
| Someone accountable for the outcome | No: A support ticket | No: Your own team | Yes: Measured with you |
Questions
Before you write.
Why build a custom dashboard instead of using Looker Studio or Power BI?
Which data sources can you connect?
How live is the data?
What if two systems disagree on a number?
Can clients see their own dashboard?
Who maintains the pipelines?
How long until we see the first dashboard?
Start a project
Talk to us about custom dashboards.
Tell us where the work or the revenue gets stuck. A partner replies within one business day.
More services
Start a project
Start with one workflow.
A few lines are enough. A partner reads every enquiry and replies within one business day.
Tell us where the work gets stuck.
Send a few lines on the workflow, the tools it runs on and what it costs you. We will tell you plainly whether building is worth it.
Or write to us at [email protected]