KPI dashboard & monthly reporting

Deemwell business tools

A small business KPI dashboard that shows what needs attention.

Bring up to 12 agreed numbers into one checked dashboard. See each source and refresh status, receive a plain-language monthly report, and review three practical actions with a real person.

Source and refresh status Up to 12 defined KPIs Monthly decision report
Scattered source data
CSVSales exportUpdated today
XLSJobs sheet3 missing rows
APPLead trackerChecked 08:42
DEEMWELL / MONTHLY VIEWBusiness performance
10 current · 2 check
Qualified leads128↑ 8.4%
Quote acceptance41%Target 45%
Jobs completed74Source needs check
Cash collected$38.6k↑ 4.1%
Source and freshness visibleView all 12 KPIs
MONTHLY DECISION REPORTWhat changed

Lead quality improved. Quote acceptance remains below the agreed target.

Three actions
  1. Review lost quotes
  2. Check missing job rows
  3. Confirm next target
Ready for owner review
Problem → checked numbers → next actions

Numbers arrive late or cannot be trusted.

Parts disappear between locations.

Automations fail without a clear owner.

See the problem. Fix the workflow. Keep the record.

Managed business services

Monthly KPI reporting with checked numbers, a clear report and practical next actions.

See the numbers that need attention, understand what changed, and leave each monthly review with three practical next actions.

Checked source dataPlain-language monthly reportThree practical next actions

Inventory and quoting software

Know where electrical stock is and give website visitors a clear estimate.

Track parts across shops, vans and jobs, or turn your approved service prices into a customer quote calculator.

Custom setup + monthly care

For service businesses

Website Quote Calculator

Business problemVisitors leave because they cannot understand likely pricing.Useful outcomeLet website visitors answer a few questions and receive an estimate.
Quote CalculatorSample
ServiceOffice cleaningFloor area2,500 sq ftFrequencyWeekly
Base feeAreaFrequency
PRICE ESTIMATE
Base service$120
Area adjustment$45
Weekly plan−$15

Estimate$150
Final price confirmed after review.
Plan$235 setup + $38/month

Company subscription tools

Eight focused tools sharing one company account and the same business records.

Use one company account for customers, suppliers, jobs, assets and reports. Start with the tool that solves today’s problem and keep the same business records as you grow.

Shared company recordsClear staff rolesDownloadable business data
01KPI reporting

Automatic KPI Reporting

Illustrative sample dataKPI owner report
Product view
Jobs completed27
Quote acceptance41.7%
Overdue invoices4
Current recordJobs completed
Current
Buyer problem

A dashboard can look current even when a source has failed or a metric definition changed.

Solved outcome

See the source and freshness for every KPI and keep a reproducible weekly or monthly report.

See product screens and workflow
02Company software

Job Material and Job Cost Tracking

Illustrative sample dataJob cost summary
Product view
Budget$18,500.00
Committed$3,420.00
Actual cost$10,185.50
Current recordMaterial issue MI-184
Posted once
Buyer problem

Material, labor and committed purchase costs are split across stock records and job notes.

Solved outcome

See the exact cost snapshot, budget variance and gross profit for each job.

See product screens and workflow
03Company software

Purchase Orders and Reorder Alerts

Illustrative sample dataPurchasing overview
Product view
Reorder alerts6
Waiting approval2
Open orders4
Current record2.5 mm twin & earth
Review draft
Buyer problem

Low stock is noticed late and partial supplier deliveries are hard to reconcile.

Solved outcome

Review reorder suggestions, approve the purchase, and record every receipt and backorder.

See product screens and workflow
04Company software

Van Stock Count App

Illustrative sample dataAssigned van count
Product view
Items assigned48
Counted45
Variances3
Current record20A Type B breaker
Needs review
Buyer problem

Expected van stock and the technician's count do not match.

Solved outcome

Run a clear mobile count, review the variance and approve one controlled adjustment.

See product screens and workflow
05Company software

Quote Follow-up and Booking

Illustrative sample dataQuote and booking record
Product view
Quote total$1,480.00
Next actionFollow up Friday
Customer decisionAccepted
Current recordQuote version 3
Locked version
Buyer problem

Quotes wait without a clear next action and accepted work can be booked twice.

Solved outcome

Follow up with consent, record accept or decline, and reserve one available time.

See product screens and workflow
06Company software

Invoice Payment Follow-up

Illustrative sample dataInvoice follow-up overview
Product view
Open invoices18
Overdue6
Held2
Current recordINV-2084 · Oak & Lane
Eligible
Buyer problem

Unpaid invoices are chased manually and customers on hold can receive the wrong reminder.

Solved outcome

Send a polite, recorded reminder only when the invoice is confirmed and still due.

See product screens and workflow
07Company software

Maintenance Contract and Inspection Reminders

Illustrative sample dataMaintenance schedule
Product view
Due this week7
In progress3
Awaiting review2
Current recordAHU-04 quarterly service
Due 22 Aug
Buyer problem

Planned service and inspection dates are spread across contracts, assets and calendars.

Solved outcome

Create the work once, schedule the next due date and keep completion evidence together.

See product screens and workflow
08Company software

Licence, Insurance and Certificate Expiry Tracking

Illustrative sample dataExpiry overview
Product view
Due in 30 days8
Needs review3
Renewal requested5
Current recordPublic liability insurance
Renewal requested
Buyer problem

A licence, insurance policy or certificate can expire without the right owner seeing it.

Solved outcome

Keep the document private, notify the owner and retain the full renewal history.

See product screens and workflow

Call handling and workflow visibility

Capture routine customer calls and see when an important automation fails.

Use approved answers and transfer rules for customer calls, or keep important workflow runs, failures and controlled retries visible.

AI receptionist subscription

For routine inbound calls

AI Receptionist for Local Service Businesses

Business problemRoutine calls go unanswered while the team is working.Useful outcomeAnswer routine calls, capture the lead, and transfer uncertainty.
AI ReceptionistSample
00:42
CALLER

I need an electrician for a power outage.

RECEPTIONIST

I’ll capture your location and transfer this as urgent.

RouteUrgent transferReady
Plan$121/month

Business spreadsheets

Ready-to-buy spreadsheet products and custom spreadsheet work, kept in their own category.

Buy a complete workbook once, or request a custom Excel or Google Sheets build when an existing product does not match the workflow.

Ready-to-buy spreadsheet products

Choose a completed workbook for a familiar business job.

Every purchase includes the clean workbook, a filled sample, setup guidance and a single-business licence.

Contractor Business DashboardSee job profit, unpaid invoices, cash position, and pipeline in one connected workbook.
$46.00
Real Estate Investment AnalyzerCompare buy-and-hold, BRRRR, fix-and-flip, short-term rental, and long-term projections in one file.
$32.00
Cleaning Business SpreadsheetPrice each job, prepare a quote, track clients and work, and see profit and recurring revenue together.
$25.50
View all spreadsheet products
Custom spreadsheet service

Custom Business Spreadsheets

Replace a fragile spreadsheet with a clear system designed around your work. The fields, formulas, checks, dashboard and handover are agreed in a fixed scope first.

Plan a custom spreadsheet

One connected operating picture

From a customer request to the owner’s next decision.

Quote calculators and the AI receptionist capture complete requests. Workflow monitoring keeps the hand-offs visible. Inventory movements preserve stock history. KPI reporting turns the important records into a monthly operating view.

See how Deemwell works
01Stock moved
02Lead captured
03Workflow checked
04KPI refreshed
05Report delivered

Clearer everyday workflows

Clear limits. Visible status. Repairable mistakes.

The suite is designed around the problems buyers repeatedly report in larger tools: confusing limits, difficult setup, stale data, unclear failures, and weak access to their own records.

Know the boundary

Plans show the company, user, location, item, workflow, minute, or reporting limits that apply.

See data health

Important numbers show their source, last refresh, and attention state.

Keep the original event

Corrections and replays add a linked record instead of silently erasing what happened.

Keep usable records

Exports and handover are part of the product design, not a cancellation obstacle.

Start with the real workflow

See the product, the plan and the next step before you choose.