# Automated Reporting & Dashboards

> Reporting automation by JM Websites: custom dashboards that fill themselves from your accounting, CRM, project and sales tools. Real-time insight per role, with alerts on anomalies so you don't have to log in daily.

Source: https://jmwebsites.nl/en/automatisering/rapportage

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Automated Reporting & Dashboards | Real-time KPIs | JM Websites | JM Websites[Skip to content](#main-content)Automation · Reporting Automation
# Stop compiling reports dashboards that fill themselves

Few things eat up time like building and merging the same Excel exports every week or month. Built once properly, it's done, and you see live what you want to see, whenever.
[Request free design](/en/gratis-ontwerp)[← Back to all automations](/en/automatisering)Real-timeinstead of end-of-month recap1 placeall numbers, not 5 separate exports0manual Excel building per month01
## Who is this for?

Three typical situations where this automation pays for itself within months.
01
### Sales dashboard

Leads per source, pipeline value per rep, deals in different stages, target tracking. Every morning you see where you stand, no more CRM exports.
02
### Operations / KPI overview

Unique mix per business: production output, SLA compliance, project progress, inventory levels. All in one place instead of five different tools.
03
### Finance overview

Revenue, margin, outstanding invoices, cash position, real-time from accounting and sales. Less 'where are we?' and more insight.
02
## What you gain

### One place for all numbers

Data from CRM, accounting, project tools and marketing comes together in one dashboard, no more Excel jungle, no more tab-counting.

### Real-time instead of month-old

Open the dashboard and see actual numbers, not an export from 3 days ago. For critical data we sync within minutes.

### Alerts on anomalies

You get a ping when something runs differently than expected, revenue dips, stock below threshold, SLA breached. No need to check daily yourself.

### Scales with you

Adding a new data source is a matter of one extra integration, not building a new dashboard. The infrastructure grows with your business.
03
## How we build it

From first call to live in production. Transparent, predictable, no surprises.
01
### Which question do you want answered?

We don't start with 'what data do we have?' but with 'what do you want to decide?', focus on few-but-right metrics always beats a dashboard with 50 widgets.
02
### Build data connections

We connect to every source with an API or export. For some tools that's direct, for others a middle step, we discuss per source what works best.
03
### Design the dashboard

In a style that fits your business, with role-based access: sales sees pipeline, finance sees margin, management sees the full picture.
04
### Alerts and handover

We set up alerts for anomalies and walk your team through it. For structural changes you loop us in, for simple tweaks your team can do it themselves.
Built withSupabase / PostgresCustom dashboardn8n data pipelinesAPI integrationsAlertingWhat does it cost?
Price on request, depends on which data sources, how many users, and how complex the dashboard is. We quote concretely after a short intake on what you want to see.

Combining with other automations or a website? We often bundle these together, it genuinely saves in practice.
[Request a custom quote](/en/gratis-ontwerp)[Or send a message](/en#contact)04
## Frequently asked questions
Does this replace my accounting software or CRM?No, quite the opposite. Your accounting package and CRM remain the source of truth, we pull data from them and visualize it so you don't have to click through 5 different tools for an overview.Which tools can you integrate with?Anything with an API. In practice that's most common accounting, CRM, project and e-commerce tools. Does a tool not have an API? Then we look at alternatives: CSV export, webhooks, or a middle step. We inventory this before building.Can the team see different dashboards per role?Yes. Each user can get their own view, sales sees pipeline data, finance sees revenue and margin, management sees the full picture. Role-based access is configurable, so people see only what's relevant.Is the data secure and where is it stored?We use EU-hosted databases by default (Supabase or similar). All connections are encrypted, access is via password plus two-factor. The data stays yours: you can get an export at any time or take over the dashboards.
## Goes well with this
[
### Invoice Automation

No more retyping invoices, no repetitive bookings, no forgotten payments. Incoming invoices are read and dropped into your accounting. Outgoing ones are generated, sent, and chased automatically when payment is late.
](/en/automatisering/factuurverwerking)[
### Database Reactivation

Most old leads end up buying eventually, just not always from you. With a smart reactivation campaign on your existing database you often earn more than with the same euros in new ads.
](/en/automatisering/database-reactivatie)
## Want to see how this looks at your business?

Request a free design, during the follow-up call we'll also discuss which automation would have the biggest impact at your business.
[Request free design](/en/gratis-ontwerp)[Or send a message](/en#contact)