CUSTOM DEVELOPMENT · WORKING LOCAL DEMO

Business reporting
dashboard

A focused dashboard for the questions your business actually asks. Enter two periods, follow the funnel, and see exactly how every comparison is calculated.

Local demo · CAD only · No connected systems or live data

01 / A USEFUL VIEW

Built around your workflow.

Choose the records, views and definitions your team needs for a custom project.

02 / VISIBLE MATH

Every number explained.

Counts, conversion rates and CAD amounts, with clear formulas and zero-value states.

03 / YOUR NEXT STEP

Custom dashboard development

This demo is a starting point for a tailored tool. Tell us what your version should do.

PULSE BOARD / LOCAL WORKSPACE

Make the comparison.

Enter totals for separate, inclusive date ranges. Use consistent definitions across periods. Data stays in this tab until you explicitly save it on this device or export a file.

Add two separate periods or load the fictional sample to compare.

Add a period

0 / 24 records

All fields are required. Counts are whole numbers; CAD amounts allow two decimal places. Zero is valid.

Funnel rule: wins ≤ proposals ≤ qualified leads ≤ enquiries. Amount limits: CAD 1 billion; count limits: 1 million.

Your periods

CAD

No reporting periods added

Add your first period or try the fictional sample. Two records unlock the comparison.

Your comparison will appear here.

Add two non-overlapping periods to see counts, rates, CAD amounts and transparent changes.

Keep your work.

Save and restore submitted records only. One save per browser on this device. Exports include every submitted period; CSV also includes calculated metrics.

No connected financial systems, analytics feeds or live data. This demo describes the records you enter and does not provide financial advice. Avoid confidential information on a shared device.

A few useful answers

Can this be built around our business?

Yes. Pulse Board demonstrates a custom dashboard approach. Your project can be scoped around your definitions, permissions, reporting needs and workflow. Tell us what you need to explore the right scope.

Is this connected to a CRM or financial account?

No. This working demo uses only manually entered or fictional data. Any integrations for a custom project would be scoped separately.

What happens when I leave the page?

Unsaved workspace records and form edits are lost. Save records explicitly to keep one local dashboard in this browser, or download CSV or JSON. Restoring validates the local save before replacing the open workspace.

Discuss a reporting dashboard

Bring the questions, the workflow and the data you need to see. We’ll shape a custom development project around them.

Discuss your dashboard