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Every number that matters, on one screen.

ATPC designs and builds custom dashboards for businesses — pulling your sales, operations and finance data into a single live view your whole team can trust.

Executive overview · Live
Revenue MTD
£284k ↑ 12%
Gross margin
41.6% ↑ 2.1pt
Open orders
1,208 ↓ 4%
Cash runway
14 mo stable
Revenue by week
Top channels
Direct£118k
Partners£76k
Online£54k
Referral£36k
Trusted by operations and finance teams across the UK
Harland LogisticsMeridian RetailCaldwell GroupNorthbridge CapitalOakfield ManufacturingAster Health
Example dashboards

Built for the people who make the decisions

Three of the views we build most often. Every one is tailored to the client's metrics, systems and team.

Finance overview

Caldwell Group · FY26 · Consolidated
MonthQuarterYear
Synced 4 min ago
Revenue QTD
£2.41m
↑ 9.4% vs last quarter
Gross margin
42.8%
↑ 1.6 pts
Operating cash
£684k
↓ 3.1% vs plan
Debtor days
38
Target 35
Revenue vs plan Actual · Plan
JulAugSepOctNov
Cost breakdown
Cost of sales£1.38m
Payroll£412k
Premises£96k
Marketing£71k
Other£58k
Aged receivables
CustomerDaysStatusOutstanding
Meridian Retail62Overdue£48,200
Harland Logistics41Chasing£31,750
Oakfield Manufacturing27Current£22,400
Aster Health12Current£19,980
Cash forecast · 13 weeks
Minimum balance

Sales performance

Northbridge Capital · Q4 2026 · All regions
TeamBy repBy region
Live from HubSpot
Pipeline value
£6.2m
↑ 14% this quarter
Closed won QTD
£1.84m
92% of target
Win rate
31%
↑ 4 pts
Avg. sales cycle
46 days
↑ 5 days slower
Pipeline by stage
Lead412
Qualified248
Proposal121
Negotiation58
Won37
Bookings by month £k
JunJulAugSepOct TargetActual
Leaderboard
RepDealsClosed
Priya Nair11£412k
James Holt9£386k
Aisha Rahman8£341k
Daniel Reyes6£298k
Chloe Barker5£207k
Deals at risk
AccountStageLast activityValue
Fenwick IndustriesNegotiation21 days£184,000
Lumen EnergyProposal12 days£96,500
Harrow & CoProposal10 days£72,000
Lead sources last 90 days
Referrals38%
Outbound27%
Website19%
Events11%
Partners5%

Operations control room

Harland Logistics · Today · All depots
LiveShiftWeek
Refreshed 30s ago
Orders today
1,842
↑ 6% vs avg Friday
On-time delivery
96.3%
Target 95%
Open exceptions
14
3 critical
Fleet utilisation
83%
42 of 51 vehicles out
Capacity by depot
88%
Glasgow
61%
Leeds
97%
London
Throughput · last 12 hours
PickedDispatched
Live exceptions
Vehicle HL-22 breakdown, M8 J12Critical · 8 min ago
London depot at capacityCritical · 14 min ago
Route 41 running 25 min lateWarning · 22 min ago
Stock mismatch, SKU 8821Warning · 36 min ago
Leeds shift handover completeInfo · 1 hr ago
Route performance
RouteDriverStopsStatus
R-12 CentralM. Okafor38 / 42On time
R-41 NorthS. Campbell21 / 36Delayed
R-07 CoastalL. Mendes44 / 44Complete
R-22 WestHL-229 / 31Halted
Order volume · 4-week heatmap Mon → Sun

Fridays carry 31% of weekly volume. Recommended: shift two vehicles from Tuesday to Friday rota.

How we work

From scattered spreadsheets to a single source of truth

A proven four-stage process. Most dashboards are live within four to six weeks.

01/04

Discover

Metrics that matter · 14 defined

We sit with your leadership team to agree the questions the dashboard must answer, the decisions it will drive, and who needs to see what.

02/04

Connect

XeroHubSpotShopifySQLSheets
5 sources syncing

We plug into your existing systems — accounting, CRM, e-commerce, databases, spreadsheets — and clean and model the data so it reconciles.

03/04

Design and build

Clear, purpose-built screens for each audience — board, management, operations — designed so the important signal is obvious at a glance.

04/04

Launch and refine

Live · refreshed every 15 min
Alert: margin below 38% on Line B

Your team is trained, alerts are set for the thresholds that matter, and we keep iterating as the business changes.

Client results

What clarity looks like

Logistics
18 hrs
Saved per week on manual reporting
Retail
3.2%
Margin improvement from stock-level visibility
Manufacturing
2 days
Month-end close, down from eleven
Professional services
£410k
Unbilled work identified in the first quarter
“We used to run the business off four spreadsheets and a lot of guesswork. Now the board sees the same live numbers I do, and our monthly review takes twenty minutes instead of half a day.”
Rachel WhitmoreFinance Director, Caldwell Group
Capabilities

Built around your business, not a template.

Executive dashboards

Board-level views of revenue, margin, cash and pipeline, refreshed automatically.

Operational monitoring

Live screens for teams on the floor — orders, capacity, SLAs and throughput as they happen.

Data integration

Connectors for accounting, CRM, e-commerce, ERP, databases and spreadsheets.

Alerts and thresholds

Get notified the moment a metric moves outside the range you've agreed.

Secure access

Role-based permissions so every person sees exactly what they should, and nothing more.

Any device

Desktop, boardroom screen, tablet or phone — the same numbers, formatted for the context.

One partner

Strategy, engineering and design in one team

Analysts

Define the metrics that actually move the business and make sure every figure reconciles to the ledger.

Data engineers

Build reliable pipelines from your source systems, with the modelling and governance to keep them accurate.

Designers

Turn complex data into screens people want to look at — clear hierarchy, no clutter, instantly readable.

See your business on one screen

A 30-minute conversation about the questions you need answered. We'll show you what the dashboard could look like.

Book a demo