Problem

Dashboards & Reporting

See your business clearly without asking three people for status.

Kivolaro builds custom dashboards that unify data from your CRM, accounting, ops tools, and spreadsheets into a single live view of what's actually happening.

A custom dashboard for a small business pulls data from multiple systems (CRM, accounting, operations, spreadsheets) into one live view of revenue, pipeline, jobs, customers, or whatever you actually need to see. Unlike SaaS reporting tools, custom dashboards show exactly the metrics that matter to your business — not the ones the vendor decided to surface. Kivolaro builds custom dashboards for U.S. small businesses with 1–50 employees in 2–4 weeks for $4,000–$12,000, using Metabase, Retool, custom Next.js, or native tools like Airtable Interfaces.

Best for

Custom dashboards pay back when:

  • You ask “how are we doing?” and have to wait for someone to compile a report
  • The same metrics get pulled manually from 3+ systems every week
  • Your CRM, accounting, and ops dashboards each tell a different story
  • Reports get sent but nobody reads them because they’re hard to act on
  • New hires can’t see the business clearly because data is scattered

What we build

  • Sales pipeline dashboard — pipeline value, stage distribution, conversion rates, rep performance, deal velocity.
  • Operations dashboard — open jobs, backlog, SLA breaches, capacity, team workload.
  • Financial dashboard — revenue, AR, AP, cash, margin by client/product.
  • Customer health dashboard — active customers, churn risk, NPS, support volume, expansion potential.
  • Executive dashboard — the 6–12 numbers the owner actually checks. Mixes everything.
  • Automated weekly digest — same metrics, delivered Monday morning to inboxes or Slack channels.

Tools and how we choose

Free, fast, technical team → Metabase. Embedded in internal tools → Retool dashboards. Already in Airtable → Airtable Interfaces. Marketing-heavy data → Looker Studio. Custom UI / customer-facing → Next.js + your DB. We don’t push expensive BI tools on small businesses — the tools above cover 90% of SMB needs at a fraction of the cost.

Pricing

EngagementRangeBest for
Single dashboard$4,000–$6,000One area: sales OR ops OR finance
Multi-area dashboards$6,000–$10,0002–3 connected dashboards + digests
Full reporting layer$10,000–$12,000+All key dashboards + alerts + automated distribution
Retainer$1,500–$3,500/moTuning, new metrics, fixes, model changes

Frequently asked questions

What's the difference between a dashboard and a report?+

A dashboard is live (data refreshes automatically, you check it when you want). A report is a snapshot (delivered on a schedule). Most SMBs need both.

Why not just use the dashboards inside our SaaS tools?+

SaaS dashboards show you the metrics that tool can see. The whole picture lives across multiple tools. A custom dashboard pulls from all of them.

Do I need expensive BI software?+

Almost never for SMB scale. Metabase (free), Retool, Airtable Interfaces, and Looker Studio cover what most small businesses need.

How fresh is the data?+

CRM and most APIs can be near-real-time (5–15 min). Database-backed sources are real-time. Spreadsheet sources are scheduled.

Will you connect to QuickBooks / HubSpot / Stripe / our tool?+

Yes — these and most common SMB tools have APIs we work with regularly.

What if our data is messy?+

That's normal. Part of the dashboard project is data cleanup.

Who maintains the dashboards?+

Most clients move to a $1,500/month retainer.

Related content

Where we work

Next steps

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WhatsAppProblem
Custom Dashboards & Reporting Automation for Small Businesses