We build dashboards and scheduled reports that pull from the tools you already use, such as your CRM, accounting, e-commerce and field-service systems, and show the handful of numbers that matter, refreshed without anyone copying data.
Tell us what you needSee typical projectsYou know what you're getting before work begins.
What we hear from businesses before a project like this starts.
The requests that come up most often for this kind of work, and what each one takes to work properly.
Jobs, revenue and conversion pulled from your systems and sent as a report or shown on a dashboard.
Cash, receivables, payables and margin from QuickBooks or Xero on one page.
The figures your team already understands, refreshed automatically and shared by link.
A model built properly, with measures defined once and reports that load quickly.
A fast, simple front end for data you already store, with logins for your team.
Every number checked back to its source, with the mismatches explained and corrected.
Tools that come up most: Looker Studio, Power BI, Google Sheets, Excel, SQL Server, Postgres, QuickBooks, Xero, Jobber, Shopify, GA4, React, Next.js.
Concrete pieces, each one something you can open and check when it's done.
Scheduled pulls from your CRM, accounting, shop and operations tools into one place.
APIs, Supabase or Postgres, Google Sheets, BigQueryOne page of the numbers that matter, with filters for date, team and location.
Looker Studio, Power BI, Google SheetsDaily or weekly reports sent by email or Slack, with the same numbers as the dashboard.
Scheduled jobs, email, SlackA simple web app with logins when an off-the-shelf tool won't do.
React, Next.js, SupabaseEach metric written down once: what it counts, where it comes from, and what it excludes.
A metric glossaryExisting dashboards and tracking checked against source data and corrected.
GA4, Power BI, SQLExample packages to show the shape of the work. These are examples, not past clients; yours gets its own written scope.
Example package
Key numbers from two or three systems pulled automatically and sent every Monday.
You get
Example package
Cash, sales, pipeline and jobs on one screen, refreshed daily.
You get
Example package
A clean Power BI model over your SQL Server or Excel data, with the reports you use.
You get
Example package
An existing dashboard or tracking setup checked number by number.
You get
Clearwater Physical Therapy runs six clinics, and the owners were building a monthly report by exporting spreadsheets from three systems. We built a dashboard that pulls scheduling, billing and staffing data every night and shows visits, revenue, no-shows, provider utilization and new patients by clinic and provider. Filters cover date range, clinic and provider, and a one-click PDF goes to the partners each month. Only aggregate numbers are shown; no patient details leave the source systems.
Python, dbt, PostgreSQL, React + Recharts, scheduled PDF export, Docker
A working example we built to show this kind of work. It is a demonstration, not a client project.
Sample build
A script turns a 12-month order-line CSV into a single self-contained interactive dashboard: KPI tiles with change against the prior month, a monthly revenue trend, revenue by region and by channel, and a top-products table.
Python, pandas, Plotly.js, HTML/CSS
About the screenshot: The dashboard generated from a sample 12-month CSV.
The habits that keep this kind of project from going wrong.
We ask what you decide with each number. Anything that doesn't change a decision stays off the main page.
Every metric has a written definition, so the dashboard and the report never disagree.
Before handover, each figure is reconciled with the system it comes from for a sample period.
If Looker Studio, Sheets or your existing Power BI licence will do, we use it rather than adding a new subscription.
You describe it. We write it down, build it, and hand it over.
Tell us what you need in your own words, and which tools you already use. A few lines is plenty to start.
We reply with a short written scope: what gets built, what is out of scope, which accounts we need, and how we'll both know it works. You know what you're getting before work begins.
The work is split into milestones. At each one you see it working in your own account and sign it off before we go on.
You get the working system, its documentation and a walkthrough. If anything we built breaks in the next 30 days, we fix it at no charge.
Pushbuild has built software for businesses since 2010, for more than 40 clients. Every project is led by a former public-company CTO, from Groton, Massachusetts. See products we've built.
Usually the one you already have. We recommend in the scope, with the reason, and tell you any licence cost before you agree.
Read-only access to each data source, approved through its own sign-in screen where possible, and access to the dashboard tool.
You do. It is built in your account, and any code is in a repository you own.
Yes. An audit and repair is often the faster route.
Most dashboards take one to three weeks from the signed scope, depending on the number of sources.
In the 30 days after handover we fix anything we built at no charge. After that, we scope any further work with you first, so there are no surprises.
Email a few lines about what you want and which tools you use, or call. We reply with questions or a written scope.
hello@pushbuild.com