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Business Dashboards and Reporting

Your key business numbers, together and easier to understand.

Bring information from spreadsheets and business tools into a practical dashboard. See what needs attention and when figures were updated, with less manual report assembly.

Discuss your reporting

A free 30-minute fit call. No commitment.Opens your email app to arrange a time.

Reporting you can check

Agreed figures.
Clear update status.

A Woblar illustration, not a dashboard screenshot.
See the weekly-report example

Email hello@woblar.com and we’ll arrange a time. Online contact requests are temporarily unavailable.

Start with the figures
you need to understand.

We agree what each measure means, where its figures come from and who needs to see them. Then we define the dashboard around the questions your team needs to answer.

Refresh frequency depends on the agreed sources and the way your business uses the report. Access permissions and ongoing software costs are agreed before building.

From a manual weekly report
to a dashboard you can check.

An illustrative reporting example, not client proof or a working dashboard demo. Actual measures and refresh frequency are agreed for each project and depend on the connected systems.

Before: assemble and send the report.

  1. Copy figures from spreadsheets and business tools.
  2. Check totals and resolve differences between reports.
  3. Email the weekly report to the people who need it.
  4. Chase missing figures or ask whether a copy is up to date.

With a dashboard: review the agreed figures.

  1. Bring enquiries, quotes, active jobs and outstanding invoices into an agreed view.
  2. Show the last successful update so people know how current the figures are.
  3. Flag missing or outdated data that needs attention.
  4. Inspect supporting detail and check a figure against its source.

These are example measures. We agree the definitions, sources and update frequency that fit your reporting.

Agreed measures.
Figures checked at the source.

We validate the figures together before handover.

  1. Measures and definitions

    Agree what to show, how each measure is calculated and what it tells the people using it.

  2. A connected dashboard

    Connect the agreed data sources with refresh frequency, permissions and ongoing software costs agreed before building.

  3. Figures verified

    Check the dashboard figures against those sources with someone who understands the numbers.

  4. Training and handover notes

    Show your team how to read the dashboard, inspect supporting detail and recognise missing or outdated information.

Bring your reports
and someone who knows the figures.

  • A person who understands the figures. Someone who can explain the measures and help resolve differences.
  • Sample reports. Examples of what your team uses now and what they need to understand.
  • Authorised data access. Permission to use the relevant information and connect the agreed sources.
  • Time to validate. Work through representative figures and confirm that the dashboard reflects its sources.

Help with your dashboard
after go-live.

30 days of support

For 30 days from the agreed go-live, we cover faults and help using the dashboard.

New reports and integrations

New reports or integrations are scoped separately. We agree the work before making those changes.

Does your team also need
a tool to do the work?

This service brings existing figures together for reporting. If people also need to enter work, manage tasks or use a customer portal, explore Custom Business Apps.

Which report takes
too much time to put together?

Tell us which figures you need, where they live now and who uses the report. Start with a free 30-minute fit call, with no commitment.

Discuss your reporting

Opens your email app. We’ll arrange a time personally; sending an email does not book a call.