Executive Dashboard
Revenue, margin, cashflow and pipeline — the health of the whole business on one screen.
Simpro Specialists
Your Simpro Dashboard
One screen for the whole business. We build live Power BI dashboards on your Simpro data so profitability, scheduling and cashflow are always one glance away.
Built For Decisions
The Numbers That Run Your Business, In One Place
Stop stitching together spreadsheets the night before a management meeting. A Simpro dashboard gives owners, managers and project leads a shared, always-current view of how the business is tracking.
- Job profitability & margin at a glance
- Technician utilisation & scheduling load
- WIP, cashflow & aged receivables
- Fully responsive — works on mobile in the field
Tailored Views
Dashboards For Every Role
One data model, several focused views — so each person sees exactly what they need.
Operations Dashboard
Live job status, scheduling load, overdue work and technician productivity.
Finance Dashboard
WIP, invoicing, aged receivables and budget vs actual reconciled with your accounting system.
How We Build Your Simpro Dashboard
A great dashboard isn't about cramming in charts — it's about answering the questions you ask most often, quickly and accurately. Our build follows a simple path:
- Define the questions. We work out the decisions the dashboard needs to support and the KPIs behind them.
- Connect Simpro. We extract your data via the Simpro API and connectors such as Snowflake, Tugger, SyncHub or SyncEzy — see how to connect Simpro to Power BI.
- Model it cleanly. We build a reliable, governed data model so every number is consistent and reconciles with finance.
- Design & test. We design the dashboard around your team and refine it with the people who'll use it daily.
Curious what "good" looks like? Read building a Simpro dashboard in Power BI, or get the underlying numbers right first with our Simpro reporting service.
Questions
Simpro Dashboard FAQs
What is a Simpro dashboard?
A Simpro dashboard is a single, visual screen that brings your most important Simpro metrics together in real time — job profitability, scheduling, technician performance, WIP and cashflow. We build these in Power BI so they refresh automatically and work on desktop, tablet and mobile.
Can I see a Simpro dashboard on my phone?
Yes. We design dashboards to be fully responsive and publish them through the Power BI service and mobile app, so owners and managers can check the numbers from the field, not just the office.
How often does the dashboard update?
Most clients run a scheduled daily refresh, which is plenty for management reporting. Where near real-time is genuinely needed, we can configure more frequent refreshes or streaming depending on your data setup.
Do we need Snowflake or extra tools to have a Simpro dashboard?
Not always. Smaller datasets can be reported directly. As your data grows or you combine Simpro with accounting and CRM, a data platform like Snowflake (often fed via Tugger, SyncHub or SyncEzy) keeps refreshes fast and reliable. We recommend the simplest setup that meets your needs.
Can the dashboard combine Simpro with our accounting system?
Absolutely. Blending Simpro with Xero, MYOB or QuickBooks (and your CRM) is one of the biggest reasons businesses move to a custom dashboard — it finally gives you one reconciled view of operations and finance.
See Your Business On One Screen
Let's build a Simpro dashboard your whole team will check every morning.
Request a Dashboard Demo