Some of the dashboards we have built recently
These are some of the dashboards we have built recently. They are examples of what is possible, not a catalogue: each was shaped around one business, and any of them can be tailored to yours or used as the starting point for something new.
Operations Dashboard
What is actually happening across the whole job book right now, without waiting for month end?
- The hard part
- Reconciling job states that do not agree across sources, ageing every open job against the target for its own type, and attributing work to the right engineer when the record has changed hands twice.
- Tailored to you
- Any business running more than a dozen engineers. The categories change, the question of what is stuck and who is carrying it does not.
Reads: Jobs (BigChange), CRM contacts, Central store freshness
Project Track & Council Report
Where is every funded project, and can we produce each authority's report without losing a week to it?
- The hard part
- A multi stage build chain measured stage by stage, against targets that differ per authority, with a precedence rule deciding which target applies when two could.
- Tailored to you
- Any contractor delivering against a funder or client SLA: social housing, adaptations, insurance repair, framework contracting.
Reads: Jobs, Sales opportunities, Financial documents, CRM contacts
KPI Targets
Whose definition of on time are we using, and why does every report answer that differently?
- The hard part
- One central table of target durations per job type, with per customer overrides, and a strict precedence order so every dashboard in the estate derives on time the same way.
- Tailored to you
- Any business with contractual turnaround times that vary by client. This is the piece that stops two reports disagreeing.
Reads: Jobs, CRM contacts, Central target table
Installed Base & Replacement
How much replacement revenue is sitting in the units we have already fitted?
- The hard part
- Establishing a trustworthy install date per unit by reconciling the asset register against job history, then scoring each unit on age, model status, parts availability and service cost.
- Tailored to you
- Boilers, alarm panels, chillers, door systems, pumps. Anything with a lifespan and a customer attached.
Reads: Stock & equipment, CRM contacts, Historic install records, Jobs
Process Flags
What is wrong in our records that nobody has noticed yet?
- The hard part
- A rule set applied across every source at once, with each exception carrying an owner, an age and a severity, and a raised against cleared trend so you can see whether you are winning.
- Tailored to you
- Universal. The first run is always the interesting one.
Reads: Jobs, Sales opportunities, Financial documents, CRM contacts
Part & Stock Locator
Is that part in another van, and if so which one?
- The hard part
- Holding a live position across stores and every vehicle, and deriving real consumption so minimum levels are set from evidence rather than caution.
- Tailored to you
- Any business where a missing part turns a completed job into a return visit.
Reads: Stock & equipment, Jobs
Council Lookup
Which authority covers this address, and where do we stand with them?
- The hard part
- Mapping postcodes and addresses to the responsible authority, then attaching live position: projects running, approval times, framework status and expiry.
- Tailored to you
- Any business where the paying party is determined by geography rather than by the person who called.
Reads: CRM contacts, Jobs, Authority reference data
Sales Report
Are we ahead, and where in the pipeline are we losing it?
- The hard part
- Stage by stage conversion across the whole pipeline, segmented, measured against target daily rather than reconstructed monthly.
- Tailored to you
- Universal, though the stages are always specific to the business.
Reads: Sales opportunities, Financial documents, CRM contacts
Quotes Outstanding
Which quotes are going cold, and what were they even for?
- The hard part
- Ageing each outstanding quote from the date it was sent, and joining quotes to opportunities to recover the equipment type when the two records share no reliable key, falling back through three levels of matching before giving up honestly.
- Tailored to you
- Any business that quotes and then hopes. The ageing bands change, the discipline does not.
Reads: Financial documents, Sales opportunities, CRM contacts
Sales & Survey Commission
Can we stop spending a day a month on commission and arguing about the result?
- The hard part
- Matching completed surveys to the install invoices they produced when the two are not linked, applying the scheme rules, and listing what could not be matched instead of dropping it.
- Tailored to you
- Any commission or piece rate scheme where the trigger and the payment live in different records.
Reads: Jobs, Financial documents, CRM contacts
Customer Leaderboard
Who are our best customers really, and who is quietly leaving?
- The hard part
- Rolling every job and quote up to a parent customer through a CRM hierarchy that was never designed for it, then trending each one and flagging the fallers.
- Tailored to you
- Any business whose customers appear under several names, which is most of them.
Reads: Sales opportunities, Jobs, Financial documents, CRM contacts
Engineer Bonus
Can we pay a bonus that people believe, without a day of spreadsheet work?
- The hard part
- Combining job records, actual start and finish times, vehicle tracking, absence and approved holiday into one figure per engineer, with the workings visible and every manual adjustment recorded.
- Tailored to you
- Any scheme paying on output where the inputs live in four different systems.
Reads: Jobs, Vehicle tracking, HR absence, Approved holidays
Engineer Scores
Who needs help, and with what specifically?
- The hard part
- A weighted score across several components, shown as components rather than a single number, with coaching prompts generated where one falls below threshold.
- Tailored to you
- Any field workforce where training budget currently gets spread evenly rather than aimed.
Reads: Jobs, Vehicle tracking, Process flags
Compliance & QMS Suite
Can the audit evidence just be there when the auditor arrives?
- The hard part
- Training currency, audit schedule, quality objectives and structure maintained from live operational data, so evidence accumulates as a by product of normal work.
- Tailored to you
- Any accredited business: ISO, sector schemes, insurer requirements.
Reads: HR records, Jobs, Process flags, Quality objectives
Stock Valuation
What is the stock actually worth, as opposed to what the ledger says?
- The hard part
- Ageing stock into bands, identifying parts belonging to models no longer in the field, and separating what turns over from what has not moved in a year.
- Tailored to you
- Any stockholding business heading into a year end.
Reads: Stock & equipment, Financial documents, Jobs
Data Hub
How do we make sure two dashboards can never disagree about the same month?
- The hard part
- One store, records matched and updated in place rather than appended, every load counted, validated and logged, and freshness published to every dashboard that reads it.
- Tailored to you
- This one is not optional. Every build sits on some version of it.
Reads: BigChange API, Standard exports, HR systems
None of these is quite your problem?
Expected. They were shaped around other businesses. The useful question is whether the same approach works on yours, and that is a half hour conversation.