Custom Dashboards Service

2: What are the top 5 metrics or KPIs you care about most in your business?
This helps define what should always be visible, these are your most critical numbers that actually drive the business forward.

3: Where are these metrics currently tracked or stored?
We want to understand the current tech landscape, whether you’re using spreadsheets, CRM tools, or running everything manually.

4: How often are your key metrics updated and reviewed?
Whether it’s real-time or monthly, we’re evaluating if the timing supports rapid decision-making or causes delays.

5: Who needs access to performance data across your team?
This gives us clarity on dashboard permissions, views, and how data needs to flow across departments or roles.

6: Are you able to quickly identify trends, outliers, or issues from your current data view?
If not, you’re just looking at numbers, not insights. The dashboard has to tell a story, not just show digits.

7: Do your current dashboards (if any) support decision-making and accountability?
If your team isn’t using the data to make choices or take action, something’s broken in the system or presentation.

8: What’s your biggest frustration with how you currently view or access performance data?
This pinpoints where the friction is, whether it’s system overload, unclear views, or data living in too many places.

9: If we could centralize your top metrics in one live dashboard, what would that enable for your business?
We want to tie visibility to outcomes, whether that’s faster pivots, better leadership, or improved team execution.

10: Are there any specific tools, CRMs, or platforms you want integrated into a future dashboard?
We’re identifying the critical systems so we can design a dashboard that pulls data automatically from the right sources.