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Dashboards

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.

Built around the questions you actually need to answer.

One source of truth, across every team.

Book a Scope Call See it live

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.

StripeHubSpotQuickBooksGoHighLevelAirtableXero 1. Your sourcesThe tools your team already uses.
2. Unified dataOne sync layer keeps every source fresh.
3. A view per roleSame data, framed for the call in front of you.
  • Syncs as often as you need, automatically
  • Drill-downs and exports on every chart
  • Mobile-ready for the field

Example · the operations manager's view

Tuesday morning, 9am

Same data. Two ways of getting to it.

Today, without a dashboard~30 min

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 dashboard30 sec
Yesterday342 units · €18,420 invoiced
on track
Stock alerts5 SKUs below reorder

steelcable

On-time delivery · 30d92% · ↑ 2.4 pts
At-risk · today3 items
  • PO 4821 · supplier 4 days late
  • SKU H-220 · 2 weeks of cover left

Three reorders queued before the team starts the day.

Case study

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 connectorsSkimmer · GoHighLevel · QuickBooks · APIs and exports
2. Scheduled syncHourly pulls, webhook-driven updates for events
3. Unified data modelCustomers, jobs, invoices, messages linked in Airtable
4. Role-based viewsOwner, manager, technician: each sees what they need
5. Alerts on the edgesSentiment risk, missed payments, retention dips

Pick a role to see their dashboard

The team only sees what they needThe 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.01 · Service Manager Dashboard

Service Manager Dashboard3 sources synced · 4 min agoMon, Mar 16

This month at a glancelive

MRR
$48.5k↑ +21% YoY
Active accounts387↑ 43 YTD
Churn (YTD)2.8%↓ from 3.7%

Source health

Skimmersynced 3m ago

GoHighLevelsynced 4m ago

QuickBookssynced 8m ago

Account health387 accounts

healthy 373at-risk 11critical 3

+ 381 more · sorted by risk

action queue3 critical accounts assigned · 7 follow-ups queued for today

Learn more about our Pool Service Intelligence Platform

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 NelsonPresident, Pool Ninjas
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.

  1. 01

    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.

  2. 02

    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.

  3. 03

    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.

  4. 04

    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.

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?"

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 dashboard2 dashboards

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.

Sources
Bsale POS + MySQL
Frontend
Custom React
Refresh
Hourly + on-demand

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 · OverviewBusiness performance at a glance7D30D90D1Y

3 high-value clients at risk of churningMaría R. · S/ 6,420 · 28d agoSofía M. · S/ 5,210 · 32d ago+1 more

RevenueS/ 162.4k▼ 6.2%
Transactions812▼ 9.1%
Avg ticketS/ 200per order
Active clients491↑ 8 new this wk

Revenue · last 30 dayspeak: S/ 38k · day 13

Reorder probabilityScoreIntervalStatus

Premium Wet Food · 85g7812.4ddue soon

Dry Food Adult · 3kg7216.2don track

Cat Treats · Variety Pack4119doverdue

Ecommerce · Pet suppliesBsale POS synced into a React dashboard with revenue, reorder logic, and AI churn flags.

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.

  1. 1

    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.

  2. 2

    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.

  3. 3

    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.

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.

Book a scope call

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 Call

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30
min call
Fixed
price quote
2
weeks to v1

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