02Client Dashboards
Make the moving parts easier to manage.
Custom dashboards that bring clients, tasks, calendars and essential business information into one clearer workspace.
RevenueOS is an independent studio that builds custom dashboards so businesses can manage clients, teams and day-to-day work. These web-based workspaces bring clients, tasks, calendars and essential business information into one place. Each person sees what is relevant to their role, so owners get the overview and the team gets their work.
Most software is built for everyone. That's the problem.
Off-the-shelf tools try to serve every kind of business, so they arrive with features, settings and screens you'll never use. Teams try them for a few weeks, then drift back to spreadsheets and WhatsApp.
A custom dashboard works the other way round. It starts with your clients, your work in progress and the people responsible, and shows only that. There's less to learn and less to ignore.
Different views for different people
An owner needs the whole picture. A manager needs their projects. Someone on the team needs today's work. Switch between the views below to see how one workspace serves all three.
Interface demonstration. All names, clients and dates are fictional.
What a dashboard can include
Client management
Every client in one place with their stage, owner, history and next step.
Tasks and assignments
Clear owners and due dates, with overdue work surfaced before it becomes a problem.
Calendar and scheduling
Meetings, site visits and deadlines tied to the client and person they belong to.
Performance visibility
The handful of numbers you'd otherwise assemble by hand, kept up to date.
Inquiry capture
New inquiries from your website and other channels land in the workspace with an owner.
Automation and integrations
Reminders and handovers handled for you, and connections to tools that offer a reliable way in.
Not sure a dashboard is the right first tool? Read CRM versus a custom client dashboard. If inquiries are leaking before the work even starts, see why businesses lose leads or begin with a GTM audit.
Permissions and data access
Access is planned at the start, not bolted on later. During design we agree with you who can see and change what, and set up each role to match.
Client contact details, pricing and internal notes stay with the people who need them. If someone leaves, their access can be removed without disrupting anyone else.
How we build it
Discover
We map how clients, work and information move through your business today, and where things get lost.
Design
We plan the views for each role, the workflows to automate and the tools to connect, and you approve them before we build.
Build
We build the workspace, bring in your existing data and train your team on their daily use of it.
Maintain
We fix issues, make adjustments and add to the system as your business changes, if you'd like us to stay involved.