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From operational mess to forged systems.

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Services/Forge Dashboards
Forge Dashboards

Dashboards and internal systems built around how your business runs.

If your team works from spreadsheets, inboxes, whiteboards and half-connected tools, Forge can turn that into a cleaner internal operating system.

Book a dashboard scoping callSee dashboard demos

CRM & visibility

Operational view

One place to see and manage the work

Connected
  • 01

    Lead and opportunity tracking

  • 02

    Pipeline reporting and KPI visibility

  • 03

    Task / follow-up management

  • 04

    Role-based views

What you get

Visibility that leads to action

  • Bring leads, jobs, tasks or reports into one place
  • Improve visibility for owners and managers
  • Reduce duplicate entry across tools
  • Create clearer handovers and follow-up
  • Layer reporting and automation into one usable system
Who it is for

Built around the people doing the work

  • Growing businesses that need to know what is happening
  • Teams using multiple disconnected tools
  • Companies needing better pipeline visibility
What Forge builds

A working control layer for the business

The dashboard is shaped around the decisions, handoffs and updates your team needs to manage.

MODULE 01

Lead and opportunity tracking

MODULE 02

Pipeline reporting and KPI visibility

MODULE 03

Task / follow-up management

MODULE 04

Role-based views

MODULE 05

Integration with existing tools, handover and training

Included
  • CRM / dashboard setup (Supabase, Airtable or similar)
  • Lead capture integrations
  • Pipeline stages and status workflow
  • Owner and team dashboard views
  • Onboarding and team training
Not included
  • Generic project-management tool resale
  • Enterprise BI platform rollouts
Investment

Dashboard build options

Clear starting points. Connected or multi-system work is scoped after discovery or a gap analysis.

Lead & Visibility Hub

from £3,500

A single place to capture, track and follow up every lead, with owner and team dashboards.

  • Live CRM with sample data
  • Lead capture form integrated to website
  • 3–5 dashboard views (owner, team, pipeline, overdue)
  • Documentation and video training
  • First month of support
See a live demo
How it works

From scattered work to one operational view

  1. 01

    Discovery: understand how the team works today

  2. 02

    Audit: find the visibility gaps

  3. 03

    Build: model the data and ship the dashboard

  4. 04

    Improve: refine views and add reporting

See it working

Related dashboard systems

All demos →
Dashboard

Lead Capture + CRM Dashboard

Enquiries arrive by email, web form, phone and social message, but follow up depends on someone remembering to chase. Leads go cold, ownership is unclear, and nobody has one place to see what is still open.

No enquiry gets missed again. Every lead has an owner, a status and a next action, visible in one dashboard.

See how it works→
Dashboard

Owner KPI Dashboard + Weekly Digest

Understanding how the week went means checking five different tools, with no single view of business health.

One weekly digest and dashboard show what improved, what slipped and what needs attention, without opening five tabs.

See how it works→
Internal tool

Internal Ops Workspace

Team work is spread across spreadsheets, chat threads and inboxes, with no shared source of truth for what stage anything is at.

One place for the team to manage the work, its stage and the handover, instead of five.

See how it works→
Questions

Forge Dashboards: common questions

Will I be locked into a specific tool?

No. We build dashboards around how your business actually runs, using tools like Supabase or Airtable, and hand over full access and documentation.

Which service fits

Which Forge service fits the problem?

Forge Consult helps decide what should be improved first. Forge Automations helps the next steps happen properly. Forge Dashboards gives your team a place to see and manage the work. Your website brings the enquiry in.

Forge Consult

Diagnose, assess and prioritise

Diagnoses how the business runs and produces a prioritised roadmap of what to improve first.

Explore Forge Consult→

Forge Automations

Move work reliably between steps

Helps enquiries, documents, reminders, quotes, updates and reports move properly.

Explore Forge Automations→

Forge Dashboards

You are here

Gives owners and staff one place to view, manage and update work.

Forge Websites

Capture demand and support the customer journey

Helps customers understand you, enquire, book or buy.

Explore Forge Websites→
Book a dashboard scoping callSee dashboard demos