Sample dashboards ยท Coming soon

Dashboards for real kinds of small businesses.

I'm building a sample dashboard or automation for each type of business I work with, using made-up data but built exactly the way I'd build yours. Here's what's on the list.

These are still being built. I'm keeping an eye on them. Literally.

On the list

What's being built

Filter by your kind of business. Every one of these uses sample data, not a real client's numbers.

Delivery route contractor

Route profitability dashboard

Settlements, payroll and fuel cards in one place, so you can see what every route really earns.

  • Which routes cost the most per stop?
  • Who are my most reliable drivers?
  • Is fuel spend creeping up?
Power BIPower Query
Delivery route contractor

One-click weekly driver payroll

Turns the week's hours and stops into a payroll sheet and a summary for each driver.

  • What do I owe each driver this week?
  • Who hit overtime?
  • Does it match last week's pattern?
ExcelVBA
Staffing agency

Placements & margin dashboard

Fill rate, time-to-fill and margin per client, without exporting from three systems.

  • Which clients are actually profitable?
  • How fast are we filling orders?
  • Where are bill and pay rates off?
Power BIExcel
Trades & contractors

Job profitability tracker

Estimates, materials, labor and invoices per job, so you know which jobs actually paid.

  • Which jobs went over budget?
  • What's my estimate close rate?
  • Is there work I forgot to bill?
Power BIExcel
Shops & restaurants

Sales & inventory dashboard

Built from your point-of-sale exports, showing what sells, when, and what to reorder.

  • What are my best and worst sellers?
  • Which days need more staff?
  • What's running low?
Power BIPower Query
Excel automation ยท any business

Invoice generator

Fill an invoice template from a list of jobs or customers and save each one as a PDF.

  • Can I stop typing invoices by hand?
  • Are invoice numbers ever skipped?
  • Who still hasn't been billed?
ExcelVBA
Excel automation ยท any business

Monthly report builder

Drop this month's files in a folder, click once, and get one combined summary report.

  • Can monthly reporting take minutes, not a day?
  • Are all the files using the same columns?
  • How does this month compare to last?
Power QueryVBA
Any small business

Cash flow at a glance

Money in, money out and upcoming bills on one page, updated from your bank exports.

  • Will I be short next month?
  • Where is the money going?
  • Which months are always slow?
ExcelPower BI
Built the CiDiSi way

What every dashboard gets

Whether it's a sample or yours, each one goes through the same steps.

  • Clean it

    Your scattered files combined into one tidy source.

  • Debug it

    Totals checked against your originals, so the numbers can be trusted.

  • Shape it

    One clear screen that works on your phone, too.

  • = Insight

    Built around the 3โ€“5 questions you actually ask every week.

Don't want to wait?

Want yours built first?

Tell me about your business. If it's on this list, or it isn't, I can build a real one with your data. Dashboards start at $350.