Custom business dashboards and reporting
No more Monday mornings building the same report.
Sales, jobs, cash, hours and service levels, pulled automatically from the systems they live in and put on one screen. Custom dashboards built and supported by JFI for businesses across BC, in Power BI or as a simple web app.
- 01A fixed price for version one
- 02You own the code and the data
- 03Working software early, in stages
- 04Same business day reply
The numbers exist. Getting to them is the problem.
Revenue is in QuickBooks, the pipeline is in the CRM, job status is in a spreadsheet and hours are in the timesheet app. Every week someone exports all four, pastes them together and hopes nothing shifted.
A custom dashboard does that work automatically. The figures you rely on refresh on their own, everyone sees the same version, and the time spent building the report goes back to acting on it.
Dashboards built around the decisions you actually make.
We start with the questions you ask every week, not with a chart library. A good dashboard fits on one screen.
- 01
Sales and pipeline
Quotes out, deals won, average job size and where leads come from, pulled from your CRM and accounting.
- 02
Jobs and projects
What’s booked, in progress, overdue or ready to invoice, with margin by job where the data allows.
- 03
Cash and receivables
What’s owed, by whom and for how long, so follow-ups happen before an invoice turns ninety days old.
- 04
People and hours
Billable hours, utilisation and overtime from your timesheet or payroll system.
- 05
Service and support
Open requests, response times and recurring problems, for businesses that run a service desk or field service.
- 06
Alerts and thresholds
Instead of watching the dashboard, get an email or Teams message when a number crosses a line you set.
Power BI, or a custom web dashboard.
Both pull from the same sources. The choice depends on who needs to see it and what you already pay for.
Power BI
A strong fit for businesses already on Microsoft 365, with internal staff as the audience.
- Signs in with Microsoft 365 accounts
- Drill-down and filtering built in
- Lives in Teams or the browser
- Licensing per viewer, depending on your plan
A web dashboard
Better when clients or field crews need a view, or when you want it inside an app we’ve built for you.
- Works on any phone or browser
- Shareable with clients through their own login
- No per-viewer reporting licence
- Built into your custom app if you have one
A dashboard is only as good as the data under it.
Most of the work on a dashboard isn’t the charts. It’s getting clean, consistent data out of each system: matching customer names, fixing job codes, and deciding which number counts as revenue. We do that clean-up first, and document how every figure is calculated.
Where the data is stuck in a spreadsheet, it often makes sense to replace that spreadsheet with an app or connect the systems first, so the dashboard has something reliable to read.
From your weekly report to a live dashboard.
Bring the report you build by hand today. In discovery we work out where each number comes from, who needs to see it and how often, and whether a setting in software you already own would do. Then you get a fixed price for the first version, agreed in writing; it doesn’t move unless the scope does.
We connect the sources, clean the data and build the first screen, checking every figure against the numbers you trust before launch. Scheduled email digests and exports for accounting can be added so nobody has to log in to stay informed.
At launch you get documentation of every source and calculation, and you own the reports, the data and the accounts they run on. JFI can keep it updated as your systems change; that’s optional. See how pricing works or our work.
You deal with JFI directly, before and after launch.
The company that scopes and builds your software is the one you call when it needs a change or something stops working. No sales handoff, no account manager in the middle, no support desk that has never seen the code.
- 01
One point of contact, start to finish
The conversation that starts in discovery carries on through the build and after launch. You don’t re-explain your business to a project manager, then a developer, then a support desk.
- 02
Support from the company that wrote the code
When something needs fixing or changing, it comes back to JFI, which built it and wrote the documentation, not to a third party learning your system on your time.
- 03
Changes as the business changes
New fields, a new report, another integration. Small changes and bigger next stages are scoped and agreed with you before work starts.
- 04
Next to the rest of your IT
If JFI also looks after your IT, your software sits inside the same support: the same number to call and a first response the same business day.
Not locked in, either: you own the code, the data and the documentation. How JFI builds and supports custom software.
Related work JFI builds.
Most projects combine more than one of these. All of them are built on a fixed scope for the first version, and you own what we build. See all custom solutions.
AI assistants & automation
Assistants that answer from your own documents, email triage, first drafts and data pulled out of PDFs.
AI assistantsReplace spreadsheets with an app
The shared spreadsheet everyone is afraid to touch, rebuilt as a proper tool with logins, history and forms.
Replace spreadsheetsIntegrations & workflow automation
Microsoft 365, QuickBooks, your CRM and scheduling, talking to each other instead of through copy and paste.
IntegrationsOur work
What we’ve built and run, including ReplyChamp, the AI review-reply product JFI built and operates.
See our workDashboards, the short answers.
01What is a custom business dashboard?
02Do we need Power BI?
03Which systems can a dashboard pull from?
04How often does the data update?
05What does a dashboard cost?
06Can we get the numbers by email instead?
Send us the report you build by hand.
Which numbers you check, where they come from and who needs to see them is enough to start. We’ll come back the same business day with a time to talk, or book a free scoping call directly.
- Hours
- 8am–5pm, 7 days a week
- Where we work
- Vancouver, Burnaby, Richmond, Surrey, New Westminster, Coquitlam, Port Coquitlam, Port Moody, Delta, North Vancouver, Maple Ridge, Pitt Meadows, Langley and Abbotsford. Remote support anywhere in BC.
- What clients say
- Read our reviews on Google ↗