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.
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 By which point the numbers are already outdated.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.
Three stages. No surprises. Your live source systems stay untouched until cutover — delivered personally by the founder.
Week 0
15-minute scoping call. We map the decisions you need to make, the data sources behind them, and the manual reports they replace. Fixed-price quote inside 48 hours.
Weeks 1–N
Dashboards built in a sandbox and parallel-run against your existing reports. Every KPI, filter and drill-down validated against source data before production. Numbers must match exactly.
Cutover
Production cutover on a planned window — typically a weekend. Team training, monitoring active, 30 days post-launch support. Documentation and source code handed over in full.
If your team is doing any of these, a live dashboard will save hours every week and improve every decision.
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.
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.
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.
Executive dashboards, operational views, financial reporting, sales pipeline tracking, and custom reports. Each module handles a different layer of 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.
AI solutionsJob 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?
Workflow automation softwareMonthly 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.
Xero integrationPipeline 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.
Internal business systemsStandard 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.
Web app development
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 studyEvery project is different, but here is a realistic range based on what we have delivered for businesses like yours.
One or two data sources. A single dashboard with core KPIs, drill-downs, and scheduled report delivery. Ideal for businesses starting with financial or operational visibility.
Three to five data sources connected. Multiple dashboards for different departments or roles, automated alerts, and self-service filtering. Suits mid-size businesses with cross-functional reporting needs.
Complex data architecture across many systems. Custom data models, role-based dashboards, board reporting, API integrations, and ongoing iteration. For businesses that need a full reporting layer across the organisation.
Dashboard software is not about charts and graphs. It is about these practical outcomes for your business.
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.
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.
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.
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.
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.
If your situation is here, we have built dashboards for businesses exactly like yours.
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 in one login.
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 managers who need pipeline visibility, conversion tracking, forecast accuracy, and rep performance data that is always current and not manually compiled.
Organisations using Xero, a CRM, project management tools, and operational software separately, spending hours pulling data together from all of them to get a complete picture.
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.
Companies that need regular board packs, investor reports, or compliance reporting. Automated, consistent, and always based on the latest numbers.
We start with what you need to see, then work backward to the data sources and architecture.
Dashboards are only as good as the data behind them. We connect to the systems your business already uses.
Pull financial data directly: revenue, expenses, invoices, payments, bank balances, P&L, and cash flow. Updated automatically via API.
Salesforce, HubSpot, Zoho, Pipedrive. Pipeline value, conversion rates, deal velocity, and sales performance streamed into your dashboard.
simPRO, ServiceM8, Monday, Jira, Asana. Project status, job progress, resource utilisation, and delivery metrics pulled from your operational tools.
Import data from spreadsheets, flat files, SQL Server, MySQL, PostgreSQL, or any structured data source your business depends on.
Shopify, BigCommerce, WooCommerce, Square, Lightspeed. Sales, orders, inventory, and customer data from your retail and online channels.
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.
You get working software, not a slide deck of recommendations. Everything we design gets built, tested and handed over — not left as a strategy artifact.
You know the cost before we start. No hourly surprises, no scope creep — we scope it, quote it, ship it.
Perth-based team who understand Xero, MYOB, ServiceM8, simPRO, Cliniko, Deputy — the tools your business actually runs on.
You email Kasun, you get Kasun. No account managers, no offshore handoff — straight from scope to ship.
When it is done, you own every line of code, every credential, every artefact. No lock-in, no license fees, no black-box dependencies.
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.
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.
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.
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, say embedded in a custom portal, combined with operational tools, or requiring logic that Power BI cannot handle, we build a custom dashboard application.
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.
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.
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.
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.
Sending your details…
You can stay on this page while we send it.
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 answer the phone in Perth.
