A useful overview.
Sales, enquiry and operational views
Useful information in one view
Custom dashboards.
See what needs your attention.
A clearer view of the information your team uses. I build focused dashboards that help people make decisions, spot tasks and work through the day.
- Ace Gas
- Digital Space
Your developer. Your direct contact.
A proper starting point
Start with your business.
Build around the brief.
A dashboard should help someone make a decision or spot a task that needs attention. I can build focused dashboards around the information your team uses, connecting suitable sources and presenting the details in a way that supports the working day.
We start with the user and the question. Does the sales manager need overdue follow-ups? Does operations need jobs waiting for information? Does the owner need a view of agreed commercial indicators? That tells us which data matters and how often it needs updating.
A crowded screen of charts can hide the important issue. I plan clear priorities, sensible filters and routes from a summary to the record or action behind it. The dashboard should explain what needs attention, not simply display everything available.
What matters in the work
Designed to fit.
Built to work.
Relevant measures.
Agreed metrics and sensible filters
Access and context.
Role-based access and source timestamps
Information into action.
Links from information to the next action
From the portfolio
Different businesses.
Individual thinking.
A few examples of the websites and long-term relationships behind my work.
Ace Gas
Ace Gas is a growing plumbing, heating and gas business based in Wigan. Sam has worked with the team for more than 10 years, building four websites and providing website and email hosting, SEO and general support along the way.
- Web Design
- Web Development
- CRM & Automation
Digital Space
Bespoke web development, consultancy and ongoing digital support for Digital Space, spanning maintenance, SEO, marketing materials and reporting.
- Web Development
- Consultancy
- Maintenance & Support
The detail behind the work
A considered approach.
From the start.
The choices, practical details and support that shape your project.
01Check the sources and their limits
Information may come from a CRM, website, order system, spreadsheet or an authorised API. We confirm access, update frequency and the meaning of each measure before combining them. Similar-looking fields do not always represent the same thing.
The view should also show when data was last updated and what happens if a source is unavailable. A stale number presented as live information can be worse than a clear warning that a refresh has failed.
02Build for the people using it
Different users may need different views and permissions. I can define access around roles, protect sensitive information and make the interface work on the devices people actually use. A field team on phones has different needs from a finance team at a desktop.
Where useful, the dashboard can lead into a workflow: assign a task, open the customer record or flag an exception for review. Those actions need their own permissions and checks rather than being treated as harmless additions to a chart.
03Keep the first version focused
A dashboard project is quoted around its data sources, calculations, refresh requirements and actions. I can work alongside your existing team to define a useful first release and build on it once people have used it.
Tell me which reports or spreadsheets you rely on now and what you wish they made easier to see. We can turn that into a clear scope with measurable usefulness and a plan for maintaining the connections.
Before we get started
Good questions.
Straight answers.
Can you combine information from several systems?
Where suitable authorised access exists, yes. I check the meaning, timing and reliability of each source before combining data.
Will the dashboard be live?
Update frequency depends on the source systems and project requirements. The interface should make that timing clear.
Connected services
Find your next step.
Your next chapter
Good things start
with a conversation.
Tell me what you are working towards. I’ll help you find a useful next step.