Dashboards & Portals
See your numbers without asking someone to pull a report.
Starting price
Setup from $2,500
- Package
- Dashboards & Portals
- Typical timeline
- Typically 4–8 weeks
- Demo
- Coming soon
Starting price, not a quote. The final figure comes from scoping and is given to you in writing.
The problem
What this exists to fix
The data exists in four systems and nobody can answer a simple question without exporting a spreadsheet. Managers make decisions on gut feel because the report takes two days.
Builds a dashboard or portal on your real data so the people who need an answer can get it themselves — including customer-facing portals where clients check their own status.
Concretely
One example, start to finish
A sales manager opens one page each morning and sees which leads from the last 48 hours have not been contacted, who they are assigned to, and how long they have been sitting — instead of asking four salespeople.
What it handles
- Sales dashboards
- Marketing dashboards
- AI agent reporting
- Lead-source reporting
- Manager dashboards
- Internal admin panels
- Client portals
- Custom operational tools
- Plain-language AI reporting
What stays human
The agent escalates rather than improvises. You decide the triggers — named topics, specific phrases, or the customer simply asking for a person.
- Replacing an accounting system
- Reporting on data you do not currently collect
- Vanity metrics nobody will act on
Those are not limitations we plan to remove. They are things this should not do.
Workflows
Situations this changes
Each row describes a mechanism, not a projected result.
Today
Nobody knows which lead source is actually producing sales.
After
Source-to-sale reporting in one view, updated continuously.
Today
Clients call to ask where their project stands.
After
They log into a portal and check the status themselves.
Today
The AI agent is running but nobody knows if it is working.
After
Calls answered, appointments booked, and escalations are all on one page.
Implementation
How we build it
Typically 4–8 weeks. Most of that is gathering what the agent is allowed to say, not writing code.
Step 1
We start from the decision, not the data — what will you do differently once you can see this?
Step 2
We connect the source systems and agree what each number actually means.
Step 3
We build the dashboard or portal, with permissions so people only see what they should.
Step 4
We train the people who will use it daily.
Step 5
We adjust it once you have lived with it for a month.
Integrations depend on your platform
Scope
What Dashboards & Portals includes
A dashboard or portal built on your real data — lead sources, agent performance, pipeline, or whatever the decision actually depends on.
Included
- Discovery on the decisions the dashboard needs to support
- Data connections to your existing systems
- Custom dashboard or portal build
- User accounts and permissions
- Plain-language reporting, not raw tables
- Training for the people who will use it
Not included
- Data cleanup in your source systems
- Licences for third-party data sources
- Unlimited revisions after sign-off
Monthly management covers
- Hosting and uptime monitoring
- Usage reporting you can read
- Knowledge and answer updates as your business changes
- Prompt and conversation improvements
- Workflow adjustments
- Integration maintenance when a connected tool changes
Hosting and ongoing support are quoted alongside the build, based on user count and data volume.
Safeguards
Limits we build in on purpose
Approved sources only
The agent answers from material you have signed off — your hours, services, policies, and prepared answers. It is not turned loose on the open internet.
Human escalation
You set what always reaches a person: named topics, trigger phrases, or the caller simply asking. An agent that escalates beats one that improvises.
Conversation visibility
Calls and chats are recorded and summarised, and you can read them. Nothing happens in a channel you cannot inspect.
Explicit permissions
Each connection gets the narrowest access that works — read a calendar, write one field, nothing more. We tell you exactly what was granted.
What is processed, who processes it, and how long it is kept is set out in the AI & Data Policy.
Demo
See this one working
- Coming soon
Manager dashboard
A read-only dashboard showing lead ageing, response times, and which enquiries have not been touched.
- What you can try
- A labelled preview of the layout — lead ageing, response times, and which enquiries have not been touched.
- What it does not show
- Every figure in the preview is demonstration data. It is not a client’s account, and the numbers are illustrative rather than typical.
The interactive version needs a demonstration dataset that is unmistakably labelled. The static preview below shows the shape of it.
How this works
Questions
About this solution
- Do I need to understand AI to work with you?
- No. You describe what is going wrong — missed calls, slow follow-up, the same job done by hand every week — and we work out which tool fits and whether it is worth doing at all. If the honest answer is that software will not fix it, we tell you.
- What does it cost to get started?
- Implementation starts at $299 for a single focused solution and rises with scope. Ongoing management is billed monthly and shown separately. Every price on the pricing page is a starting point, not a quote — the final number comes from a scoping conversation.
- Will it replace my staff?
- That is not what we build for. These systems handle the calls nobody could get to, the follow-up that stops after one attempt, and the repetitive data entry. Your team keeps the conversations that need judgement, and every agent has a route to a person.
- What happens when the AI cannot answer something?
- It hands over. You set the rules — specific topics, trigger phrases, or the caller simply asking for a human — and the conversation transfers or a person is notified with the full context. An agent that guesses is worse than one that escalates.
- Do you work with the software we already use?
- Usually. Most CRMs, calendars, and phone systems have an integration path. Some do not, or restrict it to specific vendor tiers. We check yours before quoting rather than promising a connection and discovering the problem afterwards.
Is Dashboards & Portals the right place to start?
Tell us what is happening now — how many calls, how fast the follow-up is, what your team already uses. We will tell you whether this fits, and what it would cost.