Performance dashboards
Winfield & Co builds custom dashboards that give business owners and directors a single clear view of how their organisation is actually performing. Fixed price. Delivered directly.
Get in touchThe problem
CRM platforms. Sales pipelines. Finance systems. Project management tools. Most businesses generate significant data every day. The problem is it sits across different systems with no single place to see what is actually happening.
Decisions get made on instinct rather than evidence. Reporting takes hours instead of minutes. The question that matters most does not have a clear answer. How is the business actually performing?
A well-built dashboard solves all of that. Not a generic template. Something built around how your business actually works.
What we build
A single view of your sales pipeline, deal flow, and revenue performance. Know which clients are active, which are approaching close, and where the gaps are.
Workload distribution, active projects, and upcoming deadlines across your team. Built for directors who need to manage capacity without spending half the day in spreadsheets.
Which clients are generating most revenue, which are underperforming relative to their potential, and where the commercial opportunity sits in your existing relationships.
These are examples. Every dashboard is built around the specific questions your business most needs to answer.
How it works
We start by understanding what you have and what you most need to know.
We build the dashboard or intelligence tool. Fixed scope. Fixed price.
We make sure your team knows how to use it before we consider the work done.
Most clients stay on a retainer. We become part of how the organisation works.
Pricing
Every engagement is scoped and priced before work begins. No hourly rates. No scope creep. No surprises on the invoice.
Project work
We scope the work, agree a price, and deliver.
Scope determines price. We will always confirm which tier applies before any work begins.
Ongoing partnership
Most clients stay on after the project completes. A retainer keeps the work current and the relationship direct.
Active Partnership is recommended for clients who want ongoing insight work rather than maintenance alone.
Get in touch
Every engagement starts the same way. A short conversation about what your business is trying to achieve and whether Winfield & Co is the right fit. No obligation.
dan@winfieldandco.co.ukThank you. We will be in touch shortly.