Your business,
on one screen
Live data from every tool your team uses, unified for the people making decisions. The morning ritual goes from seven tabs to one glance.
Sources
All live
Stripe
HubSpot
QuickBooks
GoHighLevel
Airtable
Xero
Annual rev
Monthly
Retention
92%
Top clients
New customers
47
At-risk
3
accounts
Top products
Service mix
Trends
The difference
Stop hunting for numbers across seven tools.
Your data is already in the tools you pay for. We sync every source into one trusted layer, then build the views each role needs to make the call in front of them.
1. Your sources
The tools your team already uses.
2. Unified data
One sync layer keeps every source fresh.
3. A view per role
Same data, framed for the call in front of you.
Example · the operations manager's view
Tuesday morning, 9am
Same data. Two ways of getting to it.
Today, without a dashboard
ERP: pull yesterday's shipments and stock movements
CRM: see which open orders moved overnight
Accounting: match invoices against shipments
Spreadsheet: cross-check stock against the reorder list
The reorder picture lives in your head until tomorrow morning.
The manager's dashboard
Yesterday
342 units · €18,420 invoiced
Stock alerts
5 SKUs below reorder
On-time delivery · 30d
92% · ↑ 2.4 pts
At-risk · today
3 itemsThree reorders queued before the team starts the day.
Three apps to one screen, every morning.
Pool Ninjas runs a recurring-service business across multiple US states. Their field jobs lived in Skimmer, customer history lived in GoHighLevel, and accounting lived in QuickBooks. Service managers were opening all three every morning, stitching the picture together by hand, and only catching at-risk accounts when something obvious broke.
We pulled all three sources into one Airtable hub and built a tailored dashboard for each role. Service managers work jobs and account health. The customer service team runs the inbox, with AI flagging urgent replies and customers whose sentiment is slipping. The owner sees every view, including the financials, and decides who else does.
5 layers · sync to screen
↓ see the live dashboard below
1. Source connectors
Skimmer · GoHighLevel · QuickBooks · APIs and exports
2. Scheduled sync
Hourly pulls, webhook-driven updates for events
3. Unified data model
Customers, jobs, invoices, messages linked in Airtable
4. Role-based views
Owner, manager, technician: each sees what they need
5. Alerts on the edges
Sentiment risk, missed payments, retention dips
Pick a role to see their dashboard
The team only sees what they need
The service manager logs in to this view: jobs, accounts, and what needs a call today. They cannot see payroll or company financials. The owner picks who sees what, per role.
Service Manager Dashboard
This month at a glance
liveMRR
$48.5k
Active accounts
387
↑ 43 YTD
Churn (YTD)
2.8%
↓ from 3.7%
Source health
Account health
387 accountsHenderson · 4523 Oak Ridge
Last service 19d · 2 unpaid · sentiment -32
Vargas · 218 Pine Hollow
3 rescheduled jobs · last contact 14d
Mitchell · 88 Brookline Dr.
"Pool green again, 3rd time" · today
Becker · 1107 Lakeview Pl.
Invoice 21d overdue · service still active
Patel · 32 Mockingbird Lane
3y customer · monthly · paid on time
Ngo · 645 Sandstone Ct.
Renewed yesterday · auto-pay on
Customer service runs on this view
Every conversation, every missed call, every customer signal in one place. AI flags the urgent replies and the customers whose sentiment is slipping. No financials, no payroll, just the inbox and the signals around it.
Customer Service Dashboard
Comms volume
1,847
Avg response
2h 34m
324 tracked · 18 pending
Missed calls
12%
32 of 267 inbound
Avg callback
47m
↓ from 1h 12m
Trust score
82
team average
Communication volume
Weekly, last 13 weeks. Hover a week for the breakdown.
Avg response time
Weekly, in minutes. SMS replies are faster than email by design.
Messages to reply
AI flags incoming messages that mention urgency, complaints, or service-affecting issues.
Urgent
"Pool is green again, third time this month. Need someone out today."
"Pump making loud noise, leaking water onto deck. Please call."
"Cancelling service. Final notice on invoice and no response in 3 weeks."
Needs reply
"Can we reschedule Thursday's service to Friday morning?"
"Do you have a recommendation for a new filter for our spa?"
+ 5 more needs-reply messages
Low sentiment customers
Customers whose sentiment score is low or trending down in recent conversations.
3 unresolved complaints · invoice overdue · tone increasingly frustrated
3 rescheduled jobs · silent 14 days · last message "frustrating"
"Pool green again, 3rd time" · repeating issue · score down 18 in 30d
Invoice 21d overdue · service still active · cancellation risk
Asked about cancelling service · price comparison with competitor
+ 7 more customers with declining sentiment
The owner sees every dashboard, and decides who else does
The manager sees their cut. The field team sees theirs. The owner sees all of them, including this one. And the owner is the one who sets those permissions, per role, in a config table.
Financials Dashboard
MRR
$48.5k
Active accounts
387
↑ 43 gained YTD
Retention
92%
monthly avg
At-risk
14
accounts flagged
Churned
11
YTD · 2.8%
Monthly revenue
Each line is a year. Hover a month to compare years.
Customer retention
Bars are gained vs lost per month. Line is total active accounts. Hover any month for the breakdown.
Income by service
Year-to-date · YoY change at the end of each bar
Revenue per service line. Hover a row for the exact figure.
Results
Mornings stopped being a chore.
3 → 1
apps consolidated to a single morning view
30 sec
to read the picture, down from 30+ minutes
minutes
to surface at-risk accounts, not weeks
100%
live data · no manual spreadsheet maintenance
“I highly recommend Costanera. They've worked to integrate QuickBooks, GoHighLevel, and an industry-specific CRM all together into an interactive reporting environment for us built with Airtable. We use this to make sure operational, financial, and customer experience metrics are moving in the right direction for our home service company. They're great with APIs and scraping, great at listening and contributing creative ideas to create more business value. They're very responsive and are a pleasure to work with. I feel lucky to have found them.”
John Nelson
President, Pool Ninjas
Our approach
From scattered tools to a single source of truth.
A dashboard is only as good as the answers it gives. We start from the questions, not the visualisations, and design the data model and views around how your team actually works.
Start from the questions your team keeps asking
Before we draw a single chart, we list the questions your team is actually opening tabs to answer. What's overdue? Who's at-risk? What changed since last week? Every chart on the dashboard then has a job, not just a slot.
The questions, before any chart
Owner
Is revenue tracking against forecast?
Manager
Which accounts are at-risk this week?
Finance
Who hasn't paid an invoice over 30 days?
Field / staff
What's on my queue today?
Output: a one-pager of questions per role, signed off.
How each source gets in
Live pull of structured data. Stripe, HubSpot, GoHighLevel, Airtable.
Pushed the moment something changes. Stripe events, Make, n8n.
CSV or Excel drops on a schedule, for closed tools. Lexware, SAP, legacy ERPs.
Where you own the data, we read it straight. Postgres, MySQL, Supabase.
Output: every source flowing in, fresh enough to act on.
Get every source in, on its own terms
No two tools give up data the same way. We mix APIs, webhooks, scheduled exports, and direct database reads, so nobody types the same number into two systems. A dashboard is only as fresh as its slowest source, so we tune that one until it's fast enough for the call you make on it.
One screen per role, not one for everyone
A dashboard that tries to serve everyone serves nobody. We design role by role, with the owner deciding who sees what. Same data underneath, framed differently for each screen.
Same data, different cut per role
Owner
revenue · retention · forecastHeadline KPIs, trend indicators, the whole picture.
Manager
jobs · accounts · alertsDaily picture, at-risk accounts, jobs behind schedule.
Field / staff
today's queue · routeJust their work for today, in order, on mobile.
Output: one screen per role, permissions baked in.
Versions, not deliverables
v1 · week 2
shippedThe view the owner picks as most critical. Built first, in use by your team within the fortnight.
v2 · week 4
shippedNext role's view added. Same sync layer, no new connectors needed.
v3 · week 6
liveRemaining role views. Drill-downs and filters added from real usage, not guesses.
Output: live in two weeks, weekly iterations after.
Ship a working v1 in week 2, iterate from there
We don't disappear for six weeks and come back with a finished product. A working v1 lands in week 2 with whichever view the owner picks as most critical. Your team starts using it. We watch where they get stuck, then add the next view, drill-downs, and filters based on real use.
Capabilities
What every dashboard can do.
A consistent toolkit underneath, whether the dashboard is custom React or an Airtable interface.
One source of truth for every tool
We pull every tool your team uses into one unified data layer. Every dashboard, alert, and AI insight reads from that single source. No more reconciling numbers across systems.
+ more Works for: any combination of tools your team already pays for. No migration needed.
KPI cards with drill-downs
A number alone is useless. Every KPI card has a trend, a comparison, and a click-through to the underlying records. No more "where did that come from?"
MRR
$48.5k
↑ 21% YoY
Retention
92%
↑ 1.8 pts
Works for: revenue, retention, utilization, pipeline, conversion, anything you measure week to week.
AI-powered insights
The dashboard surfaces signals automatically: urgent messages, sentiment drops, at-risk accounts, anomaly detection. AI prompts are editable by your team, no dev round-trip.
Works for: complaint detection, churn prediction, fraud flagging, anything a human should see first.
Alerts that come to you
Nobody should have to refresh a dashboard to know something broke. Alerts route to Slack or email when a number crosses a line you set. The team gets the signal, not the noise.
Works for: stock-outs, missed SLAs, account-at-risk flags, anomaly thresholds.
Live sync from any source
APIs, webhooks, scheduled exports, direct database reads. Whatever the source uses to get data out, we use to get it in.
Works for: accounting, CRMs, ecommerce, ERPs, field service, spreadsheets.
Role-based views
Each role sees what they need to do their job, and nothing more. Owner, manager, staff, accountant: different screens, same underlying data.
Works for: hierarchies (owner/manager/staff), departments (sales/ops/finance), territory-based teams.
Custom React or Airtable interfaces
Two tools, two strengths. We pick based on what your team needs to do, not what's easier for us to build. Airtable for fast iteration and ops teams. React when the visualisation has to do more than tables can.
Works for: internal ops portals, public client portals, embedded analytics, mobile-first views.
Every dashboard we build includes
Date filters
Re-cut any view by day, week, month, or custom range.
CSV and Excel exports
On every table, chart, and view.
Mobile-ready layouts
For the field team, not just the office.
View-level permissions
The owner decides which roles see which screens.
More dashboards we have shipped
Two more from the same playbook.
Different industries, different stacks, different metrics that matter. The pattern underneath is the same: pull from where the data lives, design for who reads it, drill down to the records that drove the number.
Pick a dashboard
Context
Peru's largest online pet supplies store. Their POS (Bsale) had every transaction, but the team was stuck in spreadsheets to get any analytics. We built a custom React dashboard with revenue, product reorder logic, RFM client analysis, and AI-flagged churn risk.
What it answers
- • How is revenue tracking vs prior period?
- • Which products are about to run out, by when?
- • Which high-spend clients are slipping toward churn?
Bsale Analytics · Overview
Business performance at a glance
Revenue
S/ 162.4k
Transactions
812
Avg ticket
S/ 200
per order
Active clients
491
↑ 8 new this wk
Revenue · last 30 days
peak: S/ 38k · day 13
Context
German engineering consultancy specializing in residential energy subsidies. Their financial picture lived across Lexware accounting and a separate payroll system. We built a unified financial overview: monthly P&L, receivables, project pipeline, top clients and suppliers, all in one screen.
What it answers
- • How is each month tracking on revenue vs expenses?
- • Which invoices are still open, how much is owed?
- • How is the pipeline flowing from quote to paid?
Financial Overview
Last sync: 18.05.2026, 14:22
Active quotes
€58,470
19 pending · 4 expired
Pipeline
€232,940
78 to invoice
Receivables
€41,820
17 awaiting
Payables
€8,340
5 due
2026 Monthly revenue & expenses
Net revenue
€187,000
Net expenses
€143,100
Net profit
€43,900
Margin
23.5%
Quote → invoice → paid (all time)
Same pattern, every time
Pull from where it lives → unify in one data model → design per role → ship v1 in week 2.
Production-grade sync
Retry logic, fallback paths, error alerts. The dashboard does not silently go stale.
Tunable by your team
Thresholds, filters, column choices: all editable in Airtable or a config panel. No dev round-trip.
Is this right for you?
Three signs a dashboard will pay off.
If two of these three describe you, the dashboard will earn its keep within the first quarter.
Someone spends 30+ minutes a day assembling the picture
Opening the same tabs, copying the same numbers, mentally diffing this week against last week. Time the manager spends on assembly is time they are not spending on judgment.
One screen replaces 30+ minutes of tab-switching every morning.
Your data lives across 2+ tools you already pay for
Accounting, CRM, field service app, a spreadsheet someone maintains. The numbers are already there. You don't need to start collecting them. You need to stop re-collecting them.
We read what you already pay for. Nobody types the same number into two systems.
Problems only surface when one person catches them
A customer cancels before anyone knew they were slipping. Stock runs out before someone notices. When the person who watches the numbers is out, no one else sees the slip. A dashboard surfaces every change the moment it happens, for everyone who needs to know.
Surfaced live for whoever needs to know, not buried in one person's head.
If two of those three sound like you, we should talk.
30-minute scope call. We pick the screen with the highest leverage and quote a fixed price.
Need an agent that takes action on the data, not just visualises it? See AI Agents.
Ready to put your business
on one screen?
30-minute scope call. We look at where your data lives, pick the highest-leverage view, and quote a fixed price.
Book a Scope CallNo commitment required
30
min call
Fixed
price quote
2
weeks to v1
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