Answers from your actual business data
Business Intelligence Dashboards.
Bring trusted business metrics into a concise executive dashboard backed by documented data definitions.
For leadership teams needing visibility across sales, service, marketing and finance.
Custom fixed-fee proposals follow technical discovery. No third-party API capability is guaranteed before verification.
The business challenge
Where the friction starts.
Each department reports a different number and leadership spends time reconciling exports instead of making decisions.
The FMG approach
Build the missing layer.
We create a reporting model that names the source of truth, tracks refresh status and explains how every KPI is calculated.
What your software could include
Purpose-built modules.
These are candidate modules for discovery, not a statement that every module is included at one price. We agree on business rules, data sources and permissions before implementation.
Service profitability and parts analytics
Inventory and conversion dashboards
Source lineage and freshness indicators
How it might work
One connected workflow.
Leadership opens one dashboard to compare service revenue, parts costs and open sales opportunities; each number includes its source and refresh status.
Illustrative process only. Data freshness, provider capabilities and authorization are verified during discovery.
Business outcomes we're designing for
- Consistent KPI definitions
- Faster access to cross-system context
- Auditable reports rather than opaque totals
Potential integration ecosystem
Connect the tools you already use.
Lightspeed Retail
POS & inventory
R-Series and X-Series are separate APIs; validate edition
Provider docsService Fusion
Field service
Customer, job, technician, estimate and other documented resources
Provider docsSalesforce
CRM
Validate org edition, API entitlements and required object scopes
Provider docsQuickBooks Online
Accounting
Accounting is authoritative for its own books
Provider docsNo platform partnership or completed integration is implied. Some functions may only be possible with an eligible plan, approved OAuth scopes, a partner program or a read-only connector.
Source ownership
A repository you can keep building.
We scope a private, client-controlled GitHub repository with modular frontend components, tested API adapters, environment templates, documentation and a deployment pipeline.
Design, code and handoff rights are explicitly defined in the agreement. FMG does not claim ownership of third-party SaaS APIs, hosted checkouts, accounting records or software licenses.
Security, backups, access controls, incident response, data retention and maintenance responsibilities are documented for the real production system.
Answers before you commit
Common questions.
Will your dashboards replace accounting reports?
No. Accounting remains authoritative for financial books. Custom operational metrics are clearly labeled and reconciled where needed to avoid presenting estimates as audited financial statements.
Who owns this software after launch?
Ownership of custom code, documentation and related deliverables is defined in the project agreement. FMG typically plans for a client-controlled private GitHub repository and client-owned deployment accounts. Licensed platforms and third-party APIs remain governed by their vendors.
Related software solutions.
FMG Software in a Box
Build it around your business.
Bring your current systems, pain points and goals. We'll map a realistic project scope and the parts your team can own.
Start your software project