Problem this addresses
- Disconnected tabs and inconsistent metric definitions make it difficult to know which number to use in a decision.
Dashboard Automation
Turn the source data you choose into a dashboard that can be updated repeatedly.
For teams manually rebuilding dashboards from recurring source data.
$730-$2,435 price guideFinal scope and total confirmed before payment.
- Written deliverables and exclusions
- Customer-controlled access
- Testing and handover record
Delivery workspaceSample project · no customer data
Project active
Project scope
Delivery plan and acceptance record
In deliveryRequired resultWritten and agreedChecked
Access neededNamed user · least permissionPending
Acceptance checksExamples listed before buildPending
Handover and supportTiming shown in the quotePending
1Source information matches the approved sample
2Result is repeatable by the named owner
3Failure and recovery steps are documented
4Handover notes are ready
Dashboard Automation: problem, scope, and checks.
A dashboard organised around your questions, supported by agreed calculations, source records, and visible freshness information.
Included scope
- Agree metric definitions and reporting periods
- Design the dashboard around decisions and users
- Prepare the dataset and refresh steps
- Reconcile totals and document each metric
What is checked or delivered
- An agreed metric view with a traceable calculation
Fit and boundaries
- A business with an identified report owner, accessible source data, and a small set of useful metrics.
- A promise of real-time data without supported sources, or decorative charts without defined business questions.
From request to handover
4 visible stages keep the work, decision, and responsibility clear.
Start your request- 1
Step 1
Confirm the decisions, users, source records, and metric definitions
- 2
Step 2
Prepare a traceable dataset and dashboard structure
- 3
Step 3
Reconcile representative totals with the nominated owner
- 4
Step 4
Deliver refresh instructions, freshness states, and limits
What you receive
A finished result with a usable handover—not an unexplained file.
Written scope
The result, inclusions, exclusions, price, timing, and checks are agreed before work.
Tested delivery
The completed work is checked against the examples and acceptance points in the scope.
Handover and support
You receive operating notes, ownership details, and the exact included support period.
Price and control
Nothing starts until the written quote is clear.
The price shown is a guide. Your quote states the exact work, outside costs, payment schedule, timing, access, change process, and support before you decide.