The Problem with Multiple Tools
Your sales data is in HubSpot. Your financials are in Xero. Your project progress is in Asana. Your marketing metrics are in Google Analytics. Your customer feedback is in emails and Slack.
To get a clear picture of your business, you need to check all five. Every day. Nobody does that consistently.
The Solution
One dashboard that pulls data from all your sources and shows exactly what matters. Built with AI, customised for your business, updated in real time.
What to Include
Revenue metrics: Monthly recurring revenue, pipeline value, close rate, average deal size.
Operational metrics: Tasks completed, projects on track/delayed, team utilisation.
Marketing metrics: Website traffic, lead conversion rate, cost per acquisition, content performance.
Customer metrics: Satisfaction scores, churn rate, support ticket volume, NPS.
Financial metrics: Cash flow, profit margin, outstanding invoices, burn rate.
How to Build It
Option 1: No-Code. Tools like Retool, Metabase, or Google Looker Studio let you connect data sources and build dashboards without code. Good for straightforward metrics from common tools.
Option 2: AI-Assisted Build. Use Claude Code or Cursor to build a custom React dashboard. Describe the layout and data sources, and the AI generates the code. Deploy on Vercel or Replit.
Option 3: Custom Build. For dashboards that need complex calculations, custom visualisations, or AI-powered insights (trend detection, anomaly flagging, forecasting), a purpose-built system gives you exactly what you need.
The AI Layer
The real power comes from adding AI on top of the data. Instead of just showing numbers, the dashboard highlights what's important. "Revenue is down 12% vs last month. The main driver is a 23% drop in new client acquisitions from organic search." That's actionable. Raw numbers aren't.
Get Yours Built
OrcaScale builds custom dashboards and business intelligence tools for SMEs. Connected to your tools, powered by AI, built for your team.