01
Deliverable one is the integration layer, with each system holding a number read into a single store on a daily schedule, live where the metric demands it.
AA19 Builds Custom Dashboard Systems
AA19 delivers a consolidated data layer across field software, accounting, CRM, phone, and ad platforms, role-based views for owner, office, and crew lead, and a written morning brief with ranked actions. Scope covers source integration, metric definition, view construction, and the commentary layer explaining movement.
01What AA19 delivers
Custom Dashboards: scope and deliverables.
02
Deliverable two is the metric dictionary, a short list of numbers defined precisely enough that the office and the owner argue about the business rather than the definition.
03
Deliverable three is the view set plus the morning brief: phone-readable role pages, movement highlighted against yesterday, ranked next steps priced in dollars.
02How it runs
From build to daily operation.
Step 01
Connect the sources
Every system holding a number gets read into one layer.
Step 02
Define the metrics
The handful of numbers that actually drive decisions, defined precisely.
Step 03
Build the views
Role-based pages, phone readable, with yesterday's movement highlighted.
Step 04
Write the brief
Plain language commentary and ranked actions delivered every morning.
03Good fit for
Industries running this system.
- HVAC
Service versus install margin splits clearly.
- Construction
Job margin against budget by phase.
- Cleaning
Route profitability and crew utilization.
- Roofing
Pipeline value by claim stage.
- Property Management
Occupancy, delinquency, and maintenance spend per property.
- Accounting
Realization rate and workload by client.
- Insurance
Retention, cross-sell, and book growth.
- Real Estate
Pipeline by stage and source with commission forecasting.
04Related
Systems that pair with this one.
Other pieces that ship on a first build
What a build costs
One-time build. $500 to $10k.
Scope drives the number. Systems, trades, and custom pieces are all listed on the pricing page.
05FAQ
Questions owners ask about this.
How often does it refresh?
Daily by default, with live views where the metric needs them.
Can each role see different data?
Owner, office, and crew lead views carry their own metrics and permissions.
Does it explain movement?
The brief includes plain language commentary on why a number moved.