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Add-on · Owner dashboards

Insights

One dashboard for marketing, response times, conversion, matters, care scores and workload.

PricingA$1,900 setup · A$190/month

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What Insights is

Configured in tools you already use.

An add-on we configure on reporting tools such as Microsoft Power BI, Looker Studio or a dashboard in your existing CRM, depending on what you already use. It is not standalone software you subscribe to.

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How we build it

Set up properly, documented fully.

  1. 01
    Step 1

    Agree metric definitions

  2. 02
    Step 2

    Connect data sources

  3. 03
    Step 3

    Build the dashboard

  4. 04
    Step 4

    Walk the owner through it

How it runs

Weekly data freshness check, monthly commentary note, quarterly metric review.

Success looks like this: owner opens the dashboard weekly; every number has an agreed definition.

On the dashboard

One honest view of the practice.

Marketing

Reviews, enquiries from content and newsletter engagement.

Response

How fast enquiries get a first reply, in and out of hours.

Conversion

Consultations booked, proposals sent and agreements signed.

Matters

Open matters by stage, and where work is waiting.

Care

Satisfaction scores, update coverage and repeat matters.

Workload

Tasks by person, so nobody quietly drowns.

Insights pricing

ProductSetupMonthly
InsightsOwner dashboardsSetupA$1,900MonthlyA$190/mo

Prices in AUD, excluding GST.

Full pricing

Start with a Practice Diagnostic.

A few short questions, then a free 30-minute conversation. You’ll leave knowing what’s worth connecting or automating first.

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