Dashboard & Reporting Software
for Perth, Melbourne, Sydney, Brisbane businesses.
Your business data lives in Xero, your CRM, project tools, and spreadsheets. Getting a clear picture means pulling it all together manually — and by the time you do, the numbers are stale. We build live dashboards that connect to your systems and show you what is happening right now.
Perth-based. Australia-wide. Fixed-price quotes after discovery. Connected to your existing tools, not competing with them.
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Live Dashboards That Connect All Your Business Data
You are on this page because getting a clear picture of your business takes too long. Revenue is in Xero. Sales pipeline is in HubSpot. Job progress is in simPRO. Then someone has to pull it all into a spreadsheet, build some charts, and send it around — by which point the numbers are already outdated.
HELLO PEOPLE builds custom dashboard and reporting software that connects directly to your existing systems. Financial performance, sales metrics, operational KPIs, and project status — all in one place, updated automatically, accessible from any device.
This is not about replacing Xero or your CRM. It is a reporting layer that sits on top of what you already use, pulls data from all of them, and shows you the full picture without manual compilation.
When spreadsheet reporting breaks down
If your team is doing any of these, a live dashboard will save hours every week and improve every decision.
Reports compiled manually from multiple systems
Someone exports data from Xero, checks the CRM, adds operational numbers from another tool, and builds a spreadsheet. This takes hours or days. It happens weekly or monthly. And the numbers are already old by the time they reach the right people.
Conflicting numbers from different departments
Sales says revenue is one number. Finance says another. Operations has a third. The numbers do not match because they come from different systems, pulled at different times, with different definitions.
No real-time visibility into business performance
Leadership makes decisions based on month-old data because that is when the last report was compiled. Cash flow, pipeline health, operational capacity — all guesswork between report cycles.
Get Started
Talk to us about your dashboards
Tell us what you need to see, where the data lives, and how you currently compile reports. We will design a dashboard solution that connects everything.
What your dashboard looks like
We build connected reporting that pulls from your existing systems. Pick a tab to see the options.
Live executive dashboards with cross-business visibility
Revenue, profit, cash flow, pipeline, project status, and operational KPIs — all pulled from your existing systems and displayed in a single dashboard. Updated automatically, not compiled manually at the end of the month.
Drill-down capability lets leadership click from summary numbers into the detail behind them. Revenue by customer, profitability by project, sales by rep, overdue invoices by age — any dimension your business tracks.
Access is role-based. The CEO sees the full picture. Department managers see their own numbers. Team leads see operational detail. Everyone gets the right level of information without spreadsheet compilation.
Operational dashboards for real-time visibility
Job progress, task status, resource allocation, inventory levels, SLA compliance — operational dashboards show what is happening right now, not what happened last week.
Built for operations managers who need to see the current state of the business at a glance. Which jobs are on track? Which are overdue? Where are the bottlenecks? What requires immediate attention?
Automated alerts trigger when metrics cross thresholds. Overdue jobs, low stock, SLA breaches, or capacity issues generate notifications before they become problems.
Automated financial reports from Xero, MYOB, or QuickBooks
Monthly financial reports that build themselves. Revenue vs budget, cost tracking, cash flow forecasting, receivables aging, and profitability analysis — all pulled directly from your accounting software via API.
Scheduled report delivery to the right people at the right frequency. Weekly cash flow updates. Monthly P&L comparisons. Quarterly board packs. All generated automatically with current data.
For businesses using Xero, MYOB, or QuickBooks — the dashboard connects directly and pulls live financial data. No exports, no manual compilation, no stale numbers.
Sales pipeline and conversion reporting
Pipeline value by stage, conversion rates by source, rep performance, forecast accuracy, and deal velocity — the metrics your sales leadership needs to manage the pipeline, not just observe it.
Connected to Salesforce, HubSpot, Zoho, or Pipedrive. Data flows from your CRM into the dashboard automatically. No more exporting reports from the CRM and rebuilding them in Excel.
Historical trend analysis shows whether your pipeline is growing or shrinking, which sources convert best, and how long deals actually take to close — broken down by product, region, or team.
Custom reports with scheduled delivery and export
Standard reports that your team runs regularly — built once, then automated. Scheduled to run daily, weekly, or monthly and delivered by email, Slack, or saved to a shared drive.
Configurable filters let users adjust reports on the fly — date range, department, region, customer, product. Export to PDF, Excel, or CSV for people who still need their data in a spreadsheet.
For businesses that need ad-hoc reporting capability, we build self-service report builders where users can create their own views and filters without developer involvement.
Multi-venue dashboard giving real-time visibility across 4 restaurants
We built a unified operational dashboard pulling live data from POS, rostering and accounting across four venues. Replaced weekly manual reporting with real-time insights.
Read the full case study →What changes when your data is always visible
Dashboard software is not about charts and graphs. It is about these practical outcomes for your business.
See business performance as it happens, not last month
Manual reporting is always backward-looking. By the time the spreadsheet is compiled and the presentation is built, the numbers are stale. Live dashboards show you what is happening right now.
Decisions based on today's numbers are better than decisions based on numbers that are two weeks old.
Stop spending days compiling the monthly report
Pulling data from Xero, combining it with CRM numbers, formatting a spreadsheet, building charts, and emailing the result to five people. That process disappears. Dashboards do it automatically.
The hours your team spends each month on report compilation become hours spent on analysis and action.
One place for all your numbers — no more conflicting reports
When different departments pull their own numbers from different systems at different times, the reports never match. The dashboard becomes the single source of truth.
Everyone looks at the same data, pulled from the same sources, updated at the same time. No more "my spreadsheet says something different" conversations.
Spot problems before they become expensive
Automated alerts when metrics cross thresholds — cash flow dropping, overdue invoices climbing, SLA breaches trending up, project margins shrinking. You find out early, not at the end of the quarter.
Exception reporting highlights the numbers that need attention, so leadership is not scrolling through pages of data to find the one thing that matters.
Make decisions with data, not gut feel
When the numbers are easy to access, people use them. When they require an hour of spreadsheet work, people make gut calls. Dashboards lower the barrier to data-driven decisions across the business.
Historical trends, comparative views, and what-if scenarios give leadership the context to make informed choices.
Typical businesses that invest in dashboard software
If your situation is here, we have built dashboards for businesses exactly like yours.
Business owners and leadership teams
CEOs, MDs, and directors who need a clear picture of business performance without waiting for someone to compile a report. Revenue, profit, cash flow, pipeline, and operations — one login.
Operations managers
Teams managing jobs, projects, service delivery, or logistics who need real-time visibility into what is on track, what is overdue, and where the bottlenecks are right now.
Sales leadership
Sales managers who need pipeline visibility, conversion tracking, forecast accuracy, and rep performance data that is always current and not manually compiled.
Multi-system businesses
Organisations using Xero, a CRM, project management tools, and operational software separately — and spending hours pulling data together from all of them to get a complete picture.
Growing companies
Businesses that have outgrown spreadsheet-based reporting. What worked when there were ten employees and twenty clients no longer works at fifty employees and two hundred clients.
Board reporting
Companies that need regular board packs, investor reports, or compliance reporting — automated, consistent, and always based on the latest numbers.
How a Dashboard Project Works
We start with what you need to see, then work backward to the data sources and architecture.
What your dashboards connect to
Dashboards are only as good as the data behind them. We connect to the systems your business already uses.
Xero, MYOB & QuickBooks
Pull financial data directly — revenue, expenses, invoices, payments, bank balances, P&L, and cash flow. Updated automatically via API.
CRM & Sales Platforms
Salesforce, HubSpot, Zoho, Pipedrive — pipeline value, conversion rates, deal velocity, and sales performance streamed into your dashboard.
Project & Job Management
simPRO, ServiceM8, Monday, Jira, Asana — project status, job progress, resource utilisation, and delivery metrics pulled from your operational tools.
Excel, CSV & Databases
Import data from spreadsheets, flat files, SQL Server, MySQL, PostgreSQL, or any structured data source your business depends on.
eCommerce & POS
Shopify, BigCommerce, WooCommerce, Square, Lightspeed — sales, orders, inventory, and customer data from your retail and online channels.
Power BI & Analytics
Already using Power BI? We build custom data models and dashboards within the Microsoft stack, or connect Power BI to our custom data layer for the best of both.
We used to spend two days every month compiling board reports from Xero and our CRM. HELLO PEOPLE built a dashboard that does it automatically. The board now gets live numbers, and the finance team got two days of their life back.
Why HELLO PEOPLE
We build, not just advise
We write the code, design the interface, deploy the systems, and support them long-term. No subcontracting, no offshore handoffs.
Fixed-price quoting
You get a clear price before we start. No hourly billing that spirals, no surprise invoices at the end of the month.
Built for Australian business
We understand BAS, super, award rates, Australian privacy law, and the tools local businesses actually use — Xero, MYOB, ServiceM8, Tradify.
Senior team, direct access
You talk to the people building your software. No account managers, no project managers relaying messages, no ticket queues.
Full code ownership
You own everything — the code, the data, the hosting. No lock-in. No proprietary platforms you cannot leave.
Common questions about dashboard and reporting software
How much does a custom dashboard cost?
It depends on the number of data sources, the complexity of the data model, and how many dashboards you need. We offer a free initial consultation to understand your reporting requirements, followed by a discovery phase. After that, you get a fixed-price quote. No hourly billing.
How long does it take to build a reporting dashboard?
A focused dashboard connecting two to three data sources typically takes 6 to 10 weeks. A more comprehensive reporting platform connecting multiple systems with custom data models, automated reports, and alert logic may take 10 to 16 weeks. You see working dashboards with real data early in the build.
Can you connect to Xero, MYOB, or our CRM?
Yes. Connecting to your existing systems is the whole point. We pull data from Xero, MYOB, QuickBooks, Salesforce, HubSpot, Shopify, simPRO, ServiceM8, and dozens of other platforms via their APIs. We also connect to databases, spreadsheets, and internal systems.
Do you build Power BI dashboards or custom dashboards?
Both. If your business is already invested in the Microsoft stack and Power BI makes sense, we build within that platform. If you need something more tailored — embedded in a custom portal, combined with operational tools, or requiring logic that Power BI cannot handle — we build a custom dashboard application.
How do you make sure the numbers are accurate?
Every number on the dashboard is validated against its source system during testing. If the dashboard says revenue is $1.2M, we verify that figure matches Xero exactly. Data integrity checks run automatically and alert us if anything falls out of sync.
Can we add more data sources later?
Yes. Most clients start with the highest-priority data sources and add more over time. The architecture is designed to accommodate new sources — adding a CRM feed to an existing financial dashboard, for example, or connecting a new operational tool as the business grows.
Can non-technical staff use the dashboards?
Absolutely. Dashboards are designed for business users, not analysts. Click-and-filter interaction, clear layouts, and plain-English labels. No SQL, no query builders, no technical knowledge required.
What happens after the dashboards are launched?
We offer monthly support covering new data sources, additional reports, layout changes, and alert configuration. Most clients evolve their dashboards over time as they discover new questions the data can answer.
Get Started
Talk to us about your dashboards
Tell us what data you need to see, where it currently lives, and what decisions it needs to support. We will come back with a clear plan, architecture, and fixed-price quote.
Talk to Us About Your Dashboards
Tell us what data you need to see and where it currently lives. We will come back with a practical plan — data sources, dashboard layout, and realistic cost. No jargon, no pressure.
Prefer a quick chat? Call 0425 531 127 – we're Perth-based and we answer the phone.