Service
Dashboards & Reporting
Real-time visibility into pipeline, performance, and ROI.
Facts at a glance
- Typical delivery
- 2–4 weeks for v1
- Data refresh
- Real-time or near-real-time
- Underlying stack
- Next.js · Postgres/BigQuery · direct source integrations
- Cost model
- Flat fee, not per-seat
Every growing company ends up with the same problem: data scattered across a CRM, an ad platform, a call system, a finance tool, and five spreadsheets — and no single view of what's working. o1 Innovate builds custom dashboards that pull from the sources that matter, normalize the data, and surface the metrics leadership actually acts on.
What we build
Executive dashboards: the handful of numbers that should shape next week's decisions — pipeline health, revenue trajectory, unit economics, program performance.
Operational dashboards: real-time views for the teams doing the work — call queues, order status, production throughput, agent performance.
Campaign and marketing reporting: cost per meeting, cost per opportunity, channel attribution, cohort performance.
How we build
We prefer simple, owned solutions over heavyweight BI suites. A Next.js dashboard app, a small data layer (Supabase, BigQuery, or a warehouse where one exists), and direct integrations to the source systems. No five-figure per-year BI contracts, no proprietary query languages, no bottleneck analysts. The team sees current numbers without asking anyone.
Frequently asked questions
- Why not use Metabase, Looker, or Tableau?
- Those are great when you need general-purpose SQL exploration across a big data warehouse. For most SMB and mid-market companies, a custom dashboard is faster, cheaper, and gives you exactly the views you need — with no per-seat pricing and no analyst bottleneck.
- Can dashboards pull from tools like HubSpot, Stripe, and Google Ads?
- Yes. Standard integrations exist for the common SaaS tools. Non-standard sources (custom APIs, internal systems, data locked in PDFs or spreadsheets) are handled with small ETL jobs in n8n or custom scripts.
- Who maintains the dashboard after launch?
- We do, as part of the ongoing engagement. Source systems change, APIs break, and new metrics get requested — a dashboard that isn't maintained becomes useless fast.