Where does the data come from?
From the tools you already use, such as spreadsheets, accounting software, CRMs, and your own systems. We connect them so the dashboard updates automatically.
Founder dashboards
Live dashboards that pull from your sales, finance, and operations tools, so you stop waiting for reports and see the business as it is today.
A founder dashboard is a single screen that shows the handful of numbers an owner needs to run the business: sales and pipeline, cash and receivables, operational output, and team performance. It updates automatically from the tools the business already uses.
Business intelligence (BI) dashboards go deeper for managers, with drill-downs by product, customer, branch, or team. SETITUP designs both around the decisions you actually make, not around whatever a reporting tool shows by default.
Revenue, conversion, and deals at risk, by person and product.
What is owed, what is overdue, and what is due this week.
Jobs completed, orders shipped, and work that is late.
Who owns what, and how each team is tracking against targets.
Every location measured the same way, side by side.
A message when a number crosses a line, so you do not have to keep checking.
From the tools you already use, such as spreadsheets, accounting software, CRMs, and your own systems. We connect them so the dashboard updates automatically.
Those tools are good at charts, but the hard part is clean, connected data. We fix the data flow first, then build the dashboard in whichever tool fits, or as part of your own system.
Yes. Owners, managers, and teams can each have views with only the numbers relevant to them.
Walk us through how work moves today. You leave the call with a recommended first system to build.
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