Service
Owner dashboards and reporting
One screen that shows the health of your business: enquiries, response times, conversion, revenue and where it all comes from. Updated automatically, readable in two minutes.
VAULT 33|27 · Updated 12 November 2026 · 2 min read
The problem it solves
Owners spend hours pulling numbers from different tools, or more often, run the business on gut feeling. By the time a problem shows up in the bank account, it started months earlier in the pipeline.
What the dashboard shows
| Question | Measure |
|---|---|
| Are enquiries coming in? | New enquiries by day, week and source |
| Are we answering fast? | Median first response time, and enquiries still unanswered |
| Are we converting? | Enquiry to quote, and quote to won, by service and team member |
| What is it worth? | Pipeline value, won revenue and average job value |
| Where does it come from? | Revenue by channel and campaign |
| What is slipping? | Overdue tasks, quotes without follow-up, no-shows |
Built for decisions
- Two-minute rule. The main view must be readable in two minutes on a phone.
- Few numbers, chosen carefully. We pick the measures that drive your revenue, not every chart a tool can make.
- Automatic. Data comes straight from your CRM, analytics and other systems. No spreadsheets to update.
- Alerts. Optional messages when something needs attention, such as a drop in enquiries or a quote waiting too long.
- Weekly summary. An optional short email with the numbers that changed.
What you own
The dashboard and its data connections, in your accounts.
How it connects to the rest of the system
The dashboard reads from the CRM and tracking, and shows the effect of every other part of the system.
Pricing approach
Fixed setup price based on data sources, with optional monthly care. Included in the Elite package.
Frequently asked questions
Which tool do you build dashboards in? It depends on your systems. We use reliable reporting tools or build a custom dashboard when needed.
Can staff see it too? Yes, with views that show each person only what they need.
Open your vault.
A free systems audit of your business: where enquiries leak and exactly what we would build.
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