Dashboards & overviews
Your key numbers at a glance.
You see what matters immediately without manually gathering numbers. We build clear dashboards and overviews to support quick, informed decisions.
- Simple dashboards
- Task & status overviews
- Excel dashboards
- KPI overviews
Is this right for you?
Typical situations where we can help.
Your figures are spread across several Excel files.
Every time you need an overview, you gather data together.
You want to see at any time how many enquiries are open.
Decisions rely more on gut feeling than on numbers.
What you gain
Immediately informed
All relevant metrics in one place and up to date.
Better decisions
Clear visualisation instead of confusing spreadsheets.
Tailored to you
The metrics that matter to you.
What you actually get
At the end you hold tangible results, not just ideas.
A clear dashboard
Your most important figures clearly on one page.
Connected data sources
Data from Excel, lists or Microsoft 365, updated automatically where possible.
Views for your team
The right information for each role.
Short introduction
So you can read and use the dashboard yourself.
Scope of services
Specific services tailored to your situation.
- Simple dashboards
- Task & status overviews
- Excel dashboards
- KPI overviews
- Customer enquiry overviews
- Clear, understandable reports
From list to overview.
The same information, shown twice. Once scattered across a list, once as a dashboard that answers the key questions at a glance.
| A | B | C | D | E |
|---|---|---|---|---|
| 12.10. | Müller AG | Offerte?? | 2400.- | offen |
| 13.10 | Frau Keller | Webseite | erledigt glaube ich | |
| 14/10 | Bäckerei Roth | Flyer | CHF 380 | OFFEN |
| Müller AG | Offerte | 2'400 | doppelt? | |
| 15.10. | Treuhand Weiss | Dashboard | 4.1k | warten auf Antwort |
| 16.10. | Hr. Brunner | Coaching | ? |
Fictional sample data for illustration.
How we work together
Clarify goals
Which numbers matter to you?
Data sources
We connect your existing data, for example from Excel.
Build
We design a clear, understandable dashboard.
Refinement
We adjust views and metrics based on your feedback.
What to expect
So you know what to expect before our first conversation.
What we need from you
- The questions your figures should answer
- Access to the data sources
- A contact person who knows the figures
Duration
If the data is in good shape, a first dashboard is often built quickly. We then refine it based on your feedback.
Costs
Costs depend on the number and state of the data sources. We clarify this before the quote.
The initial consultation is free and non-binding.
Frequently asked questions
Any questions left? We are happy to answer them personally.
Usually from your existing sources, such as Excel, lists or Microsoft 365.
No. Tools you already own are often sufficient.
Depending on the data source, yes. We set it up to minimise manual work.
Here we use existing tools such as Excel or Microsoft 365. If more is needed, such as custom features, we build a tailored solution with our software partner.
Yes. We build it so you can make simple changes yourself, and show you how.
Ready for the next step?
In a free initial consultation we find out what you really need. The conversation is personal and non-binding.