Articles

The whole business on one screen.

One question all your systems cannot answer: what needs my attention today? The ledger, the job system, inventory and the pipeline each know their own corner, and all of them feed one live dashboard - overdue debtors, the cash gap, unbilled jobs and slow-moving stock.

Ask the owner of a growing business how things are really going, and the honest answer is often: ask me again on Sunday. Not because nobody knows. Because the answer lives in six different logins, and somebody has to go and collect it.

Where the numbers actually live

A mid-sized Australian business today runs on genuinely good software, just a lot of it. The ledger sits in Xero or MYOB. Quotes and jobs go through simPRO or ServiceM8. Stock is counted in Cin7 or Unleashed, the webshop rings up sales in Shopify, the pipeline lives in HubSpot, the roster in Deputy. Somewhere there is also a spreadsheet that everyone swears is temporary. It has been temporary for four years.

Ledger

Knows the unpaid invoices.

Jobs

Knows what was quoted and what was finished.

Inventory

Knows what has not moved since autumn.

Pipeline

Knows what might land next month.

One screen

Each of those systems is right about its own corner. None of them can answer the question that actually starts the week: what needs my attention today? So the question gets answered by hand: a CSV out of one system, a report out of another, an evening of pasting. Or it quietly stops being asked.

One screen, ranked by what needs attention

That is the whole job of a unified dashboard. Not to show every number the business produces (that is a filing cabinet with a login), but to pull the live figures out of each system and rank what deserves a decision. It usually looks something like this.

Today’s priorities rebuilt 6:02 am, six systems LedgerJobsStockPipelinePayrollBank feed
  • Overdue debtors past 60 days3 accounts, oldest invoice 74 days $126,43071% of everything overdue
  • Cash gap aheadweek 9, after the BAS and two supplier runs 9 weeks−$48,000 at the low point
  • Jobs finished, never invoiced7 jobs, signed off between May and July $38,215oldest sat 63 days
  • Stock that stopped moving114 lines with no movement since March $54,780cash parked in cartons
Cash, thirteen weeks ahead
$120k $0 -$60k week 9 -$48,000 w1w4w7w10w13
Who is holding it
  • BuildCo Services$58,120
  • Proline Electrical$46,870
  • Urban Projects$21,440
An illustration, not a client’s books: the figures above are made up. The layout is the real part — four things ranked by what they cost you, and the cash line far enough forward to still be a choice.

Debtors, first. The usual picture is not a hundred small late payers; it is two or three accounts drifting past 60 days while everyone is too busy to notice. The days it takes to get paid stretch quietly, and next quarter’s cash stretches with them. Caught on the day it starts, that is one phone call. How those reminders can run themselves is its own story.

Stock that stopped moving. A shelf of slow movers is cash parked in cartons. The inventory system has known for months; it just was never asked in a way anyone reads on a Tuesday.

Cash, a quarter ahead. Invoices due in, bills due out, wages, GST: run the next thirteen weeks forward and a coming gap shows itself while it is still weeks away. Seen in week one, it is a calm conversation with the bank, or a fortnight of firmer collections. Seen the week the BAS is due, it has no calm version.

The quiet leaks. Jobs finished but never invoiced. Credit notes nobody followed up. The re-keying that happens after dinner because two systems refuse to talk. None of these is dramatic on its own; together they are usually the margin.

Nobody assembles it in the morning

A dashboard only earns its place if nobody has to build it. So it builds itself: an API connection into each system (the list above, or anything with an API) pulls the numbers overnight or streams them live, checks them, and lays them out by the same rule every day. The same rule every day is what makes Tuesday comparable with Monday. Pulling from the systems and bringing the numbers into one place is our side of the work, not yours.

It is the same layer we build when a company wants reporting on a legacy ERP that answers in 38 milliseconds, or wants to ask questions of its own data in plain words instead of opening five reports.

One of ours

At Stas & K, a food manufacturer, the owner used to hear about a loss at the end of the month, once everything had been counted. Now the margin on every product is on screen any minute of the day: the full rebuild runs overnight in 16.6 minutes, and the 2–3 hours a day an economist spent assembling those numbers now go into the pricing decisions instead. How that margin is calculated, layer by layer, is its own piece of work.

The dashboard did not make a single decision. It moved the same decisions weeks earlier, onto one screen, in front of the person who was always going to make them.

The point of one screen is not more numbers. It is fewer surprises.

If finding out how the quarter went still takes until Sunday, the screen above is buildable, from your systems, as they are, without replacing any of them. We start with a fixed A$2,000 audit: one to three days across your systems, and the costed plan is yours to keep either way. It answers two things in dollars: which block of work to automate first and what it is costing you a year, and which extra service your data could carry and what it would earn you. The first hour, with both founders, is free.

Related reading: every manager gets their own report, ready every morning, and connecting Xero to the systems you already run.

Which number would you put on that screen first?

Tell us the one number you are tired of chasing across systems, and we will tell you honestly what building that screen involves. The first meeting with the founders is free - no slides, just your systems and your questions.

Book a free 60-minute meeting

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