Perth · Western Australia

Spreadsheets in.
Dashboards out.

Custom dashboards for Perth small business

Send me your Excel or CSV file. I'll turn it into a clean, interactive dashboard you can open any time. Need more than reporting? I also build operational tools the whole team runs their day from, by discussion. No new software to learn, no logins, no fuss.

See the examples Get a quote
Fixed quote
agreed before work starts
From 7 days
typical turnaround
100% yours
you own your data
Workshop control centre dashboard, dark theme Workshop job tracker dashboard, dark theme Trades invoicing & cashflow dashboard, dark theme Supplier stock share dashboard, dark theme Salon bookings dashboard, dark theme Field service board dashboard, dark theme Greener Gardening round control dashboard, dark theme Workshop job tracker dashboard, light theme Trades invoicing & cashflow dashboard, light theme Supplier stock share dashboard, light theme Salon bookings dashboard, light theme Field service board dashboard, light theme Workshop control centre dashboard, light theme Greener Gardening round control dashboard, light theme
click or swipe ›
How it works

Four easy steps. No tech skills needed.

You already keep your numbers in a spreadsheet. I do the rest, and walk you through it.

1

Send your spreadsheet

Email me your Excel or CSV. I'll send back a short list of questions so I know exactly what you want to see. No guesswork.

2

I design your dashboard

From your answers I build clean charts and totals that show what actually matters to your business.

3

You review & tweak

Have a look, tell me what to change. A round or two of tweaks is included.

4

You get your dashboard

I hand it over as a link or a file. Open it any time on your computer. It's yours.

See it at a glance

Your whole business on one screen, no scrolling through rows and tabs.

Nothing new to learn

It opens in your browser. No apps, no logins, no monthly software.

Your data stays yours

A small sample is enough to build with. You load the full file yourself. Never sold, never shared.

Local & quick

Based in Perth. Real person, fast turnaround, easy to reach.

The difference

Same numbers. One you can actually read.

This is exactly how yours will work. Open your dashboard, hit Import data, drop in the same export you already make, and every number rebuilds in seconds. Watch it happen:

428 rows and 14 columns. So which numbers actually matter this month?
DateInvCustomerCodeQtyUnit $Total $StatusRepDue
03/061041Harper ElectricalPRT-009812154.001848.00SENTRT03/07
03/061042Coastal CabinetsCAB-22104612.502450.00PAIDBS02/07
04/061043Hillside EarthmovingPIN-0452438.00912.00OVERDUERT20/06
05/061044Northwest PlumbingPVC-33021180.002360.00SENTGJ05/07
06/061045Marra FabricationWLD-0126210.001260.00PAIDBS28/06
07/061046Delta PumpsIMP-7781990.00990.00SENTCO07/07
10/061047Westside HaulageTRL-10114200.004200.00OVERDUERT24/06
11/061048Coastal CabinetsPRT-009840148.005920.00SENTBS11/07
12/061049Harper ElectricalELC-2208365.002920.00PAIDRT30/06
13/061050Swan Valley SteelSTL-5603820.002460.00SENTGJ13/07
P
Your dashboardlive · built from the sheet in step 1
✦ PokoTech AI↥ Import data
Drop this month's export here Excel or CSV · several files at once is fine
XLS
june_invoices.xlsx428 rows
Reading 428 rows…✓ Loaded. Rebuilding every chart…
P
Your dashboardrebuilt seconds after the drop
✦ PokoTech AI↥ Import dataData as at
today, 7:02 am
Revenue (Jun)
$128K
▲ 12% vs May · best this year
Jobs done
342
28 this week
On time
94%
▲ 2 pts on last month
Outstanding
$23K
▼ 2 invoices 30+ days
✦PokoTech AI: Best month this year, and on-time is holding. The watch item is $9.2K overdue across 2 invoices. Swan Valley Steel is the older one. Chase it this week and Outstanding halves.
Revenue by month
$64KJan
$83KFeb
$74KMar
$106KApr
$92KMay
$128KJun
Invoices this month
$146Kinvoiced
Paid$91K
Sent$32K
Overdue$23K
Top customers (Jun)
Harper Electrical$38K
Harwood Civil$24K
Swan Valley Steel$19K
Coastal Fabrication$12K
Latest invoices. Click any row for the detail
CustomerAmountDueStatus
Harper Electrical$2,92030/06Paid
Swan Valley Steel$2,46013/07Overdue
Harwood Civil$5,18022/07Sent
See it in action

Real dashboards, built from a simple spreadsheet

Seven recent builds below, each made from a simple spreadsheet, from one-page money views to a complete work-management system. Every one is interactive: filters, drill-downs and the PokoTech AI read built in. I will happily walk you through one live on a call. Yours would look like this, with your own numbers and branding.

hillside-engineering · job tracker
Machine shop job tracker dashboard

Machine shop job tracker

Jobs in progress, on-time delivery, value by customer and live job status.

Click to enlarge · live walkthrough on a call
verde-plumbing · cashflow
Trades invoicing and cashflow dashboard

Trades invoicing & cashflow

Invoiced this month, what's outstanding, overdue accounts and who owes you.

Click to enlarge · live walkthrough on a call
northline-hydraulics · stock share
Supplier stock share dashboard

Supplier stock share

How much of what your customer holds is yours, how much is a rival's, and which parts to go after first.

Click to enlarge · live walkthrough on a call
blush-and-bloom · bookings
Beauty salon bookings dashboard

Beauty salon bookings

Takings, retail sales, gross margin, busiest times and rebooking rate at a glance.

Click to enlarge · live walkthrough on a call
atlas-field-services · job board
Field service operations dashboard

Field service command centre

An operational tool rather than a report: live job stages, stage timers, team priorities and the value moving through the board. The whole crew runs their day from it. Builds like this are quoted after a chat.

Click to enlarge · live walkthrough on a call
meridian-joinery · control centre
Workshop control centre work-management dashboard

Workshop control centre

A complete work-management system: executive snapshot, stage targets, priority queue, team workload and a live board the whole workshop runs on.

Click to enlarge · live walkthrough on a call
greener-gardening · round control
Lawn and garden round control dashboard

Lawn & garden round control

Three pages in one file: the week's run sheet and customer book, a real suburb map of the round showing every customer at their address, and the money page with margins by job type and who is behind on paying.

Click to open all three pages as a PDF · live walkthrough on a call

Money dashboards are just the start

If it lives in a spreadsheet, it can be a live board. Dashboards are priced up front; larger operational tools (live boards, stage timers, team workload, priorities) are quoted after a chat. Typical builds:

Sales & quote pipelinesOrder intake vs targetJob & workflow boardsProduction backlogEquipment downtimeOn-time deliveryStock & inventoryInvoicing & marginsCashflow & debtorsBookings & takingsField service boardsOps control centresTeam priority queuesCompliance & registers
✦ Included with every dashboard

PokoTech AI: your dashboard reads itself

One tap and it scans your numbers and tells you, in plain English, what needs attention and what it's worth: missed money, slipping weeks, one customer getting too big, gaps in the book ahead. Sorted so the money-losers come first. It's built around your business. You choose what it watches, and I can change the checks any time. And because it runs entirely inside your dashboard file, nothing is uploaded, nothing is shared, and there's no subscription.

✦PokoTech AI Health Check
Action
40 no-shows cost $4,415 this period.A reminder text the day before typically halves this.
Watch
The book ahead is only 62% of a normal fortnight.A rebooking push at checkout closes the gap fastest.
Good
Retail attach hit 28% of visits.The next 10 points is worth about $4,100 a period.
You stay in control

New numbers? Load them yourself in seconds.

Your dashboard is not a one-off picture of last month. Every one comes with an Import data button. When you have a fresh export, drop the file in and every chart, total and table recalculates on the spot. You never have to come back to me for a refresh, and there is nothing to pay to keep using it.

1

Export like you always do

Excel or CSV, straight out of MYOB, Xero, your job system or the spreadsheet you already keep. No new format to learn.

2

Drop it on the dashboard

Hit Import data and drag the file in. Several files at once is fine if your data comes split by site, month or crew.

3

Everything updates instantly

Numbers, charts, filters and the PokoTech AI read all refresh together. It reads the file on your computer, so nothing is uploaded anywhere.

And it is built to handle your data the way it actually arrives

Real exports are messy, and that is normal. When I build your dashboard I write the rules that deal with it, so you do not have to tidy anything up first:

Those rules travel with the file, so they apply to every future import too, not just the first one. If your business changes and the rules need to change with it, that is a quick job, not a rebuild.

Pricing

Simple pricing. No software subscriptions.

A custom dashboard built around your spreadsheet, delivered as one private file you own. No login, no hosting, no mandatory monthly fee. Every price below includes GST.

Dashboard Essentials

from $999
A clear, focused view of one spreadsheet.
  • One clean Excel or CSV source
  • KPI tiles, charts, filters, sortable table
  • PokoTech AI health check built in
  • Your logo and colours
  • One round of changes
  • Usually ready within 7 days*
Request a quote

Business Dashboard

from $1,690
Several sheets or systems brought together, with deeper analysis.
  • Multiple related sheets or files
  • Custom calculations and data joins
  • Filters and click-through drill-downs
  • AI checks written around your business
  • Full branding, two rounds of changes
  • Lead time confirmed after I see the data
Request a quote

* Timing starts once the deposit, your answers to the question sheet and a usable sample of your data are in. Prices are starting prices and assume reasonably consistent source data. If your file needs substantial repair or restructuring, I will tell you and quote it before any work begins.

Bigger or more unusual jobs by discussion

Complex or messy data, several unrelated systems, ageing and workload logic, or a full operational tool: live job boards, stage timers, team workload and priority queues, the sort of thing a whole crew runs their day from. The workshop control centre in the examples above is one of these. Every one is different, so there is no set price. Tell me what you are trying to run and I will tell you honestly whether I can build it, what it would take and when I could start.

Discuss your requirements

How the price is confirmed

Every business uses spreadsheets differently, so I confirm a fixed price before starting rather than guessing. You do not need to hand over your full confidential data: a small sample with the same columns is normally enough.

1Send a sample

A representative Excel or CSV extract, and what you want to see.

2I confirm the scope

Fixed price, what is included and the expected lead time, in writing.

3Build and review

A deposit secures your slot. I show you the finished dashboard before final delivery.

4You own the file

After final payment the unrestricted dashboard is yours to keep and reuse.

Payment: 50% to start, 50% once I have demonstrated the finished dashboard and the included changes are done. The unrestricted file is released after payment clears.

Care plans optional

Once your dashboard is built you can keep it running yourself, or I can look after it for you. A care plan covers priority response, a set amount of small changes each month, a retained backup of your project and regular health checks, with more time and a quarterly review of your numbers on the larger plan. Monthly, start or cancel any time, and priced to suit how much support you actually want. Your dashboard keeps working without a care plan, there is no subscription needed to use it.

Ask about care
Peter Poklepovich
Dashboard Designer · PokoTech
📍 Perth, Western Australia
About

A local who makes your numbers make sense

PokoTech is a Perth-based dashboard studio for small business. If you're a machine shop, a trade business, a café or any small operation that keeps things in a spreadsheet, PokoTech turns it into something you can actually read at a glance.

No jargon, no big software contracts. Just a clean dashboard, built by someone you can call.

Ready to see your numbers clearly?

Send your spreadsheet and I'll show you what's possible. No obligation.

Get a quote
FAQ

Good questions

What do I need to send you?
Your spreadsheet: Excel (.xlsx) or CSV, whatever you already use. I'll also send you a short question sheet so I know exactly what you want to see and how you want it to work. You won't need to guess, and neither will I.
Do I have to buy or learn any software?
No. Your dashboard opens in a normal web browser. No apps, no logins, nothing new to learn.
What's the PokoTech AI button?
Every dashboard comes with a PokoTech AI button. One tap and it reads the numbers on screen and lists what needs attention in plain English, with the dollars attached and the biggest issues first. The checks are customised to your business. It can watch whatever you like, and I can change what it looks for any time. It runs entirely inside your dashboard file, so your data never leaves your computer and there's nothing extra to pay for.
Who owns the dashboard and my data?
You do. Your data and the finished dashboard are yours to keep. I only use your file to build your dashboard. Never sold, never shared.
Do I have to hand over confidential data?
No. A small sample of your spreadsheet, even a dozen rows with the sensitive bits changed, is enough for me to design and build your dashboard. When it's finished, you load your full spreadsheet into it yourself. The dashboard reads the file right on your computer; nothing is uploaded and nothing touches a server.
How long does it take?
A Dashboard Essentials build is usually ready within 7 days. Bigger jobs depend on the spreadsheet and how much you'd like to see, so I confirm the lead time in writing with your quote rather than guessing. Timing starts once the deposit, your brief and a usable sample of your data are in.
Can you keep it up to date?
Yes. Send new data any time, or take an optional care plan and I'll keep it refreshed and tidy for you.
I'm not very techy. Is this still for me?
That's exactly who it's for. If you can open a web page, you can use your dashboard, and I'm a local you can just call.
Contact

Let's build your dashboard

Tell me a bit about your business and what you'd like to see. I'll get back to you quickly.

Call or text
0439 990 059
Email
[email protected]
Based in
Perth, Western Australia
I take on a small number of builds at a time so each one gets proper attention. If the calendar is full I will tell you straight away rather than keep you waiting.

I answer within one business day. If it is quicker to talk, call or text 0439 990 059.

Your details come straight to me and are used only to reply to this enquiry. They are never sold, shared or added to a mailing list. The form is delivered by FormSubmit. Ask any time and I will delete your details.