Clear business visibility without manual data compilation. KPI dashboards, automated reports, and data-driven decision making for growing businesses.
Most SME owners do not have a clear, real-time view of their business performance. Key numbers are spread across accounting software, spreadsheets, CRM systems, and social media platforms — and compiling them manually takes hours.
Stackwise builds dashboards and automated reports that give owners and managers a clear view of the numbers that matter — without manual effort.
Clear view of business performance at a glance
No more manual report compilation
Faster and better-informed business decisions
Early identification of problems and opportunities
Consistent KPI tracking across the business
Automated reports delivered on schedule
Team accountability through visible metrics
Data-driven strategy and planning
Most SME owners are not short of data. They are short of a single place to look at it, and short of time to assemble it — so decisions get made on instinct and on whichever number was most recently in front of them.
Financial performance sits in the accounting system. Sales activity sits in a CRM or a spreadsheet. Website and marketing performance sit in separate platforms. Operational information often sits nowhere at all. Each is available individually, and assembling them into one picture takes hours — so it happens monthly at best, and often only when something has already gone wrong.
A good indicator changes a decision. If a number goes up or down and nobody does anything differently, it is decoration. We work through what actually drives your business — enquiry volume, conversion rate, average value, delivery time, repeat business, cash position — and choose a small set worth watching. Small is deliberate. A dashboard with forty metrics gets ignored just as thoroughly as no dashboard at all.
Once the metrics are agreed, we work out where each one lives and how to get it out reliably and automatically. Some systems connect directly, some need an intermediate step, and occasionally a number genuinely has to be entered by hand — in which case we make that a thirty-second job rather than an afternoon.
A dashboard is for looking at when you want to know where things stand right now. A report is pushed to you on a schedule, whether or not you remember to look. Most businesses need both: a live view for the people running things day to day, and a weekly or monthly summary that arrives without anyone having to produce it.
We build in whatever fits your systems and budget — commonly Google Looker Studio, Microsoft Power BI, or the reporting already built into the tools you own and are probably underusing. We do not build something bespoke where an existing tool will do the job, because bespoke things need maintaining and you should not be paying us to maintain a report.
Reporting only changes anything if it feeds a habit. A short weekly look at the operational numbers, a monthly review of performance against plan, a quarterly look at direction. We help set that rhythm up, because the value is not in the dashboard existing — it is in someone reliably acting on what it shows.
A starting point, not a template. The right set depends on what actually drives your business.
| Area | Worth watching | Usual source |
|---|---|---|
| Sales | Enquiries received, conversion rate, average value, pipeline value | CRM, quoting system |
| Cash | Cash on hand, debtors ageing, upcoming commitments | Accounting system |
| Marketing | Website visitors, enquiry sources, cost per enquiry | Analytics, ad platforms, Google Business Profile |
| Operations | Jobs in progress, turnaround time, rework or complaints | Job or project system, spreadsheets |
| Customers | Repeat business, retention, reviews received | CRM, review platforms |
We agree the small set of metrics that would genuinely change how you run the business, and what each one means precisely.
We map where each number lives and set up reliable, automated collection wherever it is possible.
We build the dashboard and the scheduled reports, designed to be read quickly rather than to look impressive.
We set the review rhythm and adjust after the first month or two, once you can see which numbers you actually use.
Usually not — but expect the first output to expose the mess rather than hide it, and that is useful in itself. We often start with two or three reliable metrics and expand as the underlying data improves. Waiting for perfect data before reporting anything means never reporting anything.
Rarely. Google Looker Studio is free, Power BI is inexpensive at SME scale, and most businesses are already paying for reporting features in tools they barely use. We would rather use what you have than add another subscription, and we will tell you when something paid is genuinely justified.
Fewer than you would think. Five to eight that you look at regularly is far more effective than thirty you scroll past. The test is simple: if a number moved sharply, would anyone do anything differently? If not, it does not belong on the dashboard.
Yes, and they should be. A scheduled report that arrives in your inbox weekly or monthly gets read; a dashboard you have to remember to open often does not. Most businesses end up using both — a live dashboard for the team, a scheduled summary for the owner.
Someone specific, with the authority to act on what it shows. Reporting that belongs to nobody gets built, admired for a fortnight, and abandoned. In a small business this is often the owner; the important part is that it is a named person rather than the team in general.