Customized - Automated - Personal, Team and Company Dashboards

Dashboard services:

  • Fully customize personal, team, and company dashboards
  • Rid your limitations from Salesforce
  • Save you countless hours of digging up data
  • Have someone with over a decade of experience in analytics and reporting walk you through translating data into meaningful insights
  • Automate an endless variety of reports – including both pushing and pulling data
  • Find the best way to visualize data for the needs of your business

We have mastered:

  • Personal dashboards for team members showcasing their KPIs and commissioning structures
  • Team coaching dashboards giving a time-frame view of agents’ key metrics – allowing great coaching opportunities
  • Company wide dashboards giving something to display for all employees to view
  • Incentive dashboards giving teams a fun view of specific target competitions to get teams motivated
  • Accurately forecasting end of month/year sales totals based off historical trends
  • Capacity planning and understanding team sizes based on prior actuals and desired growth

You are:

  • A small to medium sized business
  • Lacking big data warehouses or expensive BI tools due to absurd costs
  • Companies that desire something more hands-on
  • Those with access to Office 365 and/or Google Accounts
  • Using Salesforce or potentially other CRMs
  • Wasting too much time attempting to get meaningful reporting out of their data
  • In need of recurring reporting whether daily, monthly, or annually
  • Looking for ad-hoc or one-off automated requests
  • Attempting to find inefficiencies to increase productivity

Speak with us today to discuss your next dashboard.

1 (604) 889 4907

team@takemydash.com
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We are:

Based out of Vancouver, Canada. We are a small, personable team with decades of analytics experience. We have played crucial roles across multiple industries over several years. From flourishing new-age tech company Bench Accounting to historic Rogers Sugar, we have been there to guide and grow their sales to new heights.

Take My Dash is here to understand your business, key metrics you can provide, and giving you an outsider’s look on any KPIs you may not be looking at. We pride ourselves on saving countless work hours by automating your reporting and using that time to better deliver insights to create powerful decisions.

Take My Dash

Contact Us

Please do not hesitate to reach out to us for a free consult to see if we are a great fit for your company’s needs

1 (604) 889 4907

team@takemydash.com
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