Dashboards and databases · Auckland, New Zealand
Custom dashboards, databases and reporting
A custom dashboard shows the numbers and work your team needs to act on, pulled live from a database designed around your business. FIELDPORTER builds the database, the reporting screens and the workflows that keep the data accurate, so the dashboard reflects what is really happening.
Most dashboard problems are data problems. If the information lives in several spreadsheets and tools, a charting tool on top just shows the mess more clearly. We start with a clean data model, then build the views.
When you need more than a BI tool
- Reports take hours to pull together by hand every week or month.
- Different people quote different numbers for the same thing.
- The data you need sits across spreadsheets, a CRM and finance tools.
- You need people to act from the dashboard, not just look at it.
- Clients or partners need their own reporting view.
What we build
Custom database
A data model built for the information your business actually needs, with clear owners for each record.
Management dashboards
Live views of pipeline, workload, status and the numbers you make decisions on.
Operational reporting
Reports, exports and activity logs that answer the questions you ask every week.
Client and partner reporting
Reporting views inside a portal, so external users see their own data and nothing else.
Learn moreData from your other tools
Feeds from your CRM, accounting and operational tools, where they offer an API.
Learn moreA base for automation and AI
A clean data layer makes later automation and AI features far more reliable.
Learn moreExample: one picture for the whole team
The VOLOCEAN platform gives clients, investors, advisors and staff the same picture, with portfolio pipeline and submission tracking in one place instead of spread across emails, decks and notes.
See the VOLOCEAN platformCommon questions
Straight answers about dashboards and databases.
Typical prices, what drives them and how to compare quotes are in our custom software cost guide.
Related services
Tell us where work gets stuck.
A 30-minute call to understand the workflow and what would make the biggest difference first. No sales pitch.