The Dashboard Spy

October 20, 2006

Estimates, Jobs & Invoices Dashboard – Optimizing small business workflows

Filed under: Dashboard Screenshots — dashboardspy @ 9:45 am

I’ve been spying on the progress of a small business dashboard being done by a designer in Wales. Take a look at his first post about the need for a better way to track the workflow and metrics surrounding project estimation, billing and job status for his design practice. After getting a sense of his requirements, take a look at this update where he posts his progress. I grabbed for you the dashboard screenshots shown here. There are 4 tabs: dashboard, jobs, estimates and invoices. I’ll only show a screenshot or two for each tab, but you can go to the links above to see (and read about) the lower level pages such as the edit pages and generated bills and estimates. A nicely designed solution to a common need for small businesses to track the job process from estimation to invoicing.

job invoices estimates dashboard

Project Listing Dashboard

Estimation Dashboard

Client Estimate

Invoices Dashboard

Homework: Need a handle on handling the finances and accounting for your small design business? Here’s a list of books about small business finances

Tags: Executive Dashboard, Enterprise Dashboards, Business Dashboard, Financial Dashboard, Dashboard Design

So what or who is The Dashboard Spy? As his about page states, The Dashboard Spy is just a guy interested in the design of enterprise dashboards. He could not find any executive dashboard design source books (or even screenshots of real business dashboards) and so set about creating his own. Finally convinced to post his extensive collection of dashboard screenshots online, he was amazed to find how popular it has become. If you have a nice screenshot of a digital dashboard, balanced scorecard, or any business intelligence graphic to share, please send an email to info _at_ dashboardspy.com. Also check out The Dashboard Spy’s favorite books on business dashboards.

PS: If you find yourself part of an enterprise dashboard effort, you must study Enterprise Dashboards: Design and Best Practices for IT, the only book on actually implementing enterprise dashboards.

1 Comment »

  1. Thanks for writing this useful info!

    Comment by K E Ylogger — September 21, 2011 @ 5:06 pm


RSS feed for comments on this post. TrackBack URI

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out / Change )

Twitter picture

You are commenting using your Twitter account. Log Out / Change )

Facebook photo

You are commenting using your Facebook account. Log Out / Change )

Google+ photo

You are commenting using your Google+ account. Log Out / Change )

Connecting to %s

Blog at WordPress.com.

%d bloggers like this: