Spreadsheets scattered everywhere hide the signal. OCTIS brings your key metrics — revenue, margins, cash, sales and more — into one live dashboard, drawn straight from your data. AI keeps it current and flags what's off; your advisor reviews it with you each cycle, turning numbers into clear decisions.
Single live dashboard: Your key metrics in one always-current view, drawn straight from your OCTIS data — no manual updates.
The metrics that matter: We choose the handful of numbers that truly run your business, so the view stays focused, not cluttered.
Trends over time: See how each metric is moving across weeks and months, so direction is as clear as the snapshot.
Automatic alerts: AI flags when a number moves out of range, so problems reach you before they grow expensive.
Cycle reviews: Each cycle your advisor walks the dashboard with you and turns the signals into clear actions.
Access anywhere: Check your numbers from any device, so you're never away from the pulse of the business.
Found cheaper? We match it. Backed by a 30-day money-back guarantee.
Every metric that matters, one screen
See the numbers that run your business in a single live view, reviewed with your advisor every cycle — so you act on what matters, not what's loudest.
Quote-based — pay for the volume you actually have.
- Live
- Always-current view
- One screen
- Every key metric
- Advisor-reviewed
- Numbers turned to action
What’s included
Everything Performance dashboards covers
Spreadsheets scattered everywhere hide the signal. OCTIS brings your key metrics — revenue, margins, cash, sales and more — into one live dashboard, drawn straight from your data. AI keeps it current and flags what's off; your advisor reviews it with you each cycle, turning numbers into clear decisions.
Single live dashboard
Your key metrics in one always-current view, drawn straight from your OCTIS data — no manual updates.
The metrics that matter
We choose the handful of numbers that truly run your business, so the view stays focused, not cluttered.
Trends over time
See how each metric is moving across weeks and months, so direction is as clear as the snapshot.
Automatic alerts
AI flags when a number moves out of range, so problems reach you before they grow expensive.
Cycle reviews
Each cycle your advisor walks the dashboard with you and turns the signals into clear actions.
Access anywhere
Check your numbers from any device, so you're never away from the pulse of the business.
How it works
Set up once, then it just runs
- 1
Pick your metrics
We work out the handful of numbers that matter most to your business and the goals behind them.
- 2
Connect your data
AI wires the dashboard to your live OCTIS data, so every metric updates itself automatically.
- 3
Watch it live
Your numbers stay current on one screen, with alerts when anything drifts out of range.
- 4
Review with your advisor
Each cycle you walk the dashboard together and agree what to act on next.
Pricing
Pay for the metrics you track
Dashboards are quote-based on the metrics and review cadence you want. AI keeps the data live, so we run lean and pass the savings on. Talk to our expert for a tailored quote.
Get a quote built around your business
Tell our expert a little about your volume and we’ll send a clear, fixed monthly quote — no obligation.
Why run Performance dashboards on OCTIS
One source of truth
Every key number lives in one live view, so you stop reconciling scattered spreadsheets to find the signal.
Spot trouble early
Automatic alerts catch metrics drifting out of range, giving you time to act before it costs you.
Numbers turned into decisions
An advisor reviews the dashboard with you each cycle, so data becomes action, not just charts.
Frequently asked
How is the price worked out?
Dashboards are quote-based on the metrics you track and the review cadence you want. AI keeps the data live, so we run lean and pass the savings on. Talk to our expert for a tailored quote.
Do I need other OCTIS services for this?
Dashboards are richest when your accounting, bookkeeping or CRM run in OCTIS, since data flows in automatically. We can also include figures you maintain elsewhere, with some manual setup.
Will the dashboard update itself?
Yes. AI connects it to your live OCTIS data, so metrics refresh automatically. You see the current position without anyone rebuilding a spreadsheet each week.
How does the advisor review work?
Each cycle your advisor walks the dashboard with you, explains what's moved and why, and agrees the actions to take. The dashboard shows the numbers; the advisor turns them into decisions.
Part of Strategy & Coaching
Works together with the rest of Strategy & Coaching
Talk to an OCTIS expert about Performance dashboards
Get answers, a tailored quote and a clear next step — usually within one business day.