A dashboard that helps the owner decide — not just look pretty
Your business data may be scattered across POS, Excel, Google Sheets, ERP, CRM, and your website. We connect it all into one dashboard so the owner sees sales, stock, profit, team, and campaigns in real time — and decides by real numbers.
- Real-time
- sales, stock, and profit update themselves
- Many sources
- POS, ERP, CRM, Sheets, and web in one place
- Every branch
- compare branches and teams in one dashboard
- 1 screen
- the few numbers an owner needs each morning
The short answer
Where should an SME owner dashboard start?
Start from the questions you ask every morning, not from a wish list of charts. Pick three to five questions that genuinely change that day's decisions — did we hit target yesterday, what is running low, who still owes us — then work backwards to which systems hold those answers. That is what makes a first dashboard both fast to build and actually used.
Key facts
- Connects POS, ERP, CRM, Google Sheets, Excel, and ad platforms into one dashboard
- A good dashboard says what to do next; if you cannot decide from it, it is a report
- An ERP is not a prerequisite — many businesses start from their POS and existing files
- Connect and clean the data first, and AI has something real to build on
Last reviewed:
What to see every morning
What a business owner should see every morning
Not every number matters every day. We help you focus on the few that change decisions.
Yesterday's sales vs today's target
Know instantly what you sold yesterday and what today needs to hit target.
Low stock / needs reorder
See what's running low before it's gone, and what's been sitting too long.
Unpaid invoices
Know who hasn't paid and the total outstanding, so you collect on time.
Where new customers came from
See which channel new leads come from — and which is worth the money.
Today's bookings / queue
For service businesses, see booking volume and queue ahead to staff up.
Which branch is slipping
Compare every branch in one place and know which needs attention.
Which products are profitable
Not just what sells — which item or menu truly profits after cost.
Which campaign pays off
Compare spend to result — know which to keep and which to stop.
Profit / margin warnings
See the moment unit profit or margin dips, before it becomes a big problem.
Five kinds of dashboard
Dashboards we design for SMEs
Start with the one that answers your most urgent question, then extend.
Sales dashboard
Daily sales, branch comparison, product trends, and sales vs target — the daily health of selling.
Inventory dashboard
Stock movement, low-stock alerts, dead stock, and purchase recommendations.
Marketing dashboard
Leads, ad spend, SEO results, and conversion — see where marketing money pays off.
Owner dashboard
The few numbers the owner needs daily — the whole business summarized on one screen.
Finance dashboard
Revenue, cost, margin, and cashflow signals for financial planning.
Try it
What each dashboard highlights
Tap to explore the key numbers each dashboard focuses on.
Today
฿82K
vs target
96%
Top SKU
204
BI before AI
You don't need AI first — start with data you can see
AI works well when data is clean and connected. So most businesses should first organize their data and build a dashboard they can decide from — then AI can genuinely build on it later.
Get a free Dashboard AuditA good dashboard answers business questions
Not a pretty chart — it tells you what to do today. If you can't decide from it, it's a report, not a management tool.
Scattered data slows decisions
When sales, stock, and customers live apart, merging them lags the decision. A central dashboard fixes that.
Focus on the numbers that matter
We help the owner focus on the few numbers that change decisions, instead of drowning in dozens of charts.
Data-ready first, then AI pays off
Once workflow and data are systematic, using AI to forecast and automate gives real returns — not just hype.
A report you can't decide from
- So many charts you don't know what to look at
- You wait for someone to merge files first
- Backward-looking — behind the situation
- Doesn't tell you what to do next
A dashboard that helps you decide
- Focuses on the few numbers that change decisions
- Updates itself in real time — no waiting for files
- Surfaces warnings before they become problems
- Points to where you should act next
Best for
Go deeper
Focused dashboards in the same family
If you already know where to start, each page below goes deep on that one topic.
Sales dashboard
Daily sales vs target, by branch and salesperson, with margin per product.
KPI system & KPI dashboard
Indicators computed from real data, with role-based access.
Google Sheets & Excel dashboard
Start from the files your team already fills in, with no change to how they work.
A Power BI / Looker Studio alternative
Compare off-the-shelf BI with a purpose-built dashboard before committing.
Data Dashboard & Analytics service
The full data service, from connecting sources to deeper analysis.
Tool: which dashboard fits you
Answer a few questions and see which dashboard to build first.
FAQ
Questions owners ask most
The questions SME owners ask us most before building a dashboard.
What should an owner dashboard show every morning?
At minimum: yesterday's sales vs today's target, low stock, unpaid invoices, where new customers came from, which branch is slipping, and profit warnings. Good numbers help you decide in seconds — not sit and interpret.
My data is in many places (POS, Excel, Sheets, ERP) — can it connect?
Yes. We connect POS, ERP, CRM, Google Sheets, Excel, accounting software, web forms, and ad platforms into one dashboard, starting with the most important source first.
Do I need an ERP or big system before a dashboard?
No. Many businesses start with a dashboard pulling from the POS and Google Sheets they already have — to see the picture and decide fast — then extend into a larger system when ready.
Our data isn't ready — can we just use AI now?
AI needs clean, connected data first. We recommend organizing your workflow and data and building a decision-ready dashboard first, then adding AI to forecast and automate — that gives real, worthwhile results.
Roughly how much and how long for a dashboard?
It depends on how many sources you connect and how complex the metrics are. We scope from the business questions you want answered. Start with a free Dashboard Audit and we'll tell you how far your data can connect and which dashboard to start with.
Learn more
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Want the whole business in view each morning? Start with a free Dashboard Audit
Tell us where your data lives today and which business question you want answered. We'll show how far your data can connect and which dashboard to start with.
Chiang Mai team — we focus on the few numbers that drive decisions, not a wall of charts.