Custom dashboard development

The numbers exist.
Just not on one screen.

For companies where the monthly overview means an afternoon of exporting and pasting. Your revenue sits in your bookkeeping, your planning in another tool and your hours in a third. A custom dashboard pulls those three together into one screen that is correct every morning.

1
Screen instead of three exports
0
Numbers pasted by hand
1
Fixed price after Discovery
100%
Code and hosting in your name
Sound familiar

Why reporting keeps slipping.

01

A day a month exporting

Pull numbers from three systems, paste them into a spreadsheet, check, format. Every month again, and by the time it is ready it is about last month.

02

Nobody trusts the number

Two people calculate the same thing and get different answers, because they used a different filter or period. Then the meeting is about the source instead of the outcome.

03

Standard reporting almost fits

Your package has reports, but not the breakdown you need: per project type, per engineer, per margin instead of revenue.

04

Only you can get at it

The numbers sit in accounts your team cannot access, so every question lands with you.

05

You steer after the fact

In March you see that February was bad. What you need is to see the pattern while you can still do something about it.

06

A BI tool nobody used

Somewhere there is a Power BI or Looker environment nobody opened after two months, because it wanted to show too much and answered too little.

How it works

From separate exports to one screen.

01

Which decision does it support

Not which charts you want, but which question you ask every week and what you do with the answer. A dashboard that changes no decision does not get used.

02

Collecting the sources

Bookkeeping, planning, webshop, stock, time tracking. Anything with an API or export comes in; anything without one we name before something gets built.

03

One definition per number

What counts as revenue, does a quote count or only an order, when is a project finished. Those definitions go into the code, so everyone sees the same number.

04

Rolling out with the people using it

One team first, then the rest. Permissions per role, so an engineer sees their own numbers and management sees the total.

What you get
  • One screen with numbers from all your systems
  • Definitions fixed in code instead of in heads
  • Updated daily without manual work
  • Permissions per role or per team
  • Works on a phone and on a screen in the canteen
  • Repository and hosting in your name

The price depends on the number of sources and how many calculation rules are involved, not on the number of charts. After a half-hour call you get an indication, after Discovery a fixed price.

In detail
01

First check whether a BI tool will do

Power BI, Looker Studio and Metabase are good at what they do and cost a fraction of custom work. If your data sits in one or two systems with a clean connection and you mainly want charts, that is the sensible route and I will say so.

Custom starts to pay off at three moments: when your company's calculation rules do not fit a standard formula, when the dashboard has to do more than show, or when the people who need it have no BI licence.

Your own calculation rules

Margin per project type, utilisation per engineer, turnover per season. Formulas that only work this way at your company and that you do not want to recompute every month.

More than looking

Approving an order, updating a status or sending a reminder straight from the screen. A reporting tool cannot do that, and it is exactly where daily use comes from.

Everyone included

Fifteen people who only need their own numbers, without fifteen licences. Permissions per role instead of per account.

Clients looking in

If your clients need to see their own numbers or project status, it becomes a [client portal](/klantportaal-laten-maken) with a dashboard inside.

02

What it looks like

This site carries a working demo of exactly this kind of screen: filters, charts and tables reacting the way they do in a real dashboard. Try it on demos before you decide anything; that says more than a screenshot in a quote.

  • Numbers from bookkeeping, planning and stock
  • One fixed definition per number
  • Updated daily or live
  • Filters by period, team or project
  • Permissions per role
  • Export to a spreadsheet if someone insists
03

What it costs

A dashboard is usually the smallest custom track there is, because no new data appears: you show what already exists. What sets the price is the number of sources and the number of calculation rules involved.

How pricing works is on pricing. If it grows into a system people work in, read on at custom software development.

app.jansen-interiors.com

Overview

Sample data · not real figures

Revenue in period
€331,000
Orders
768
Average order
€431
Outstanding
€55,000
2 overdue

Revenue per month

RevenueOrdersTarget
Revenue and orders per month
MonthRevenueOrders
Feb€18,40042
Mar€21,90051
Apr€19,70046
May€24,30058
Jun€27,80063
Jul€25,10055
Aug€22,60049
Sep€29,40068
Oct€31,20074
Nov€35,80086
Dec€41,30097
Jan€33,50079

Revenue per channel

€331KTotal
Webshop
€148,90045%
Quotes
€92,40028%
Subscriptions
€61,30019%
Marketplaces
€28,4009%

Everything on this screen comes from one fixed dataset in the page itself. In reality this comes from your database or accounting.

Frequently asked questions
What does a custom dashboard cost?
Less than most custom tracks, because no new process is added: you show what already exists. The number hangs on the sources and calculation rules; after a half-hour call I know enough for an indication.
Which systems can you pull numbers from?
Anything with an API or an export: bookkeeping such as Moneybird or Exact, webshops, planning, time tracking, stock. If a system has no integration, I say so before we start rather than after.
Is Power BI not cheaper?
For pure reporting often yes, and then I recommend it. Custom becomes interesting when you have your own calculation rules, when something has to happen from the screen, or when your whole team needs access without licences.
How often are the numbers updated?
Daily is the default and enough for most decisions. Live is possible, but it puts more load on the source systems; we choose per source what makes sense.
Can staff see only their own numbers?
Yes. Permissions are set per role and enforced at database level, not only in the screen.
How long does it take?
Two to four weeks of build time for a dashboard with one or two sources. If it becomes a system people work in, the four to six weeks listed for an application on [pricing](/tarieven) applies. You hear the lead time up front.
Let's build

Tell me what you
want to build.

A half-hour call. You get an honest answer about what it costs, how long it takes and whether building it is smart at all.

Bas Voets · Webframer
0:00 / 0:00
Custom dashboard development · reporting that fits · Webframer