Do I need to know the metric names?

No. Ask for what you want in plain words, like margin by client this quarter, and pin the result to your dashboard.

Who can see a dashboard?

You choose. Keep a dashboard private to yourself, or share it with the whole workspace.

Can I filter a dashboard by client or team?

Yes. Set default filters for customers, projects, teams or people, and change the date range whenever you want.

How fresh are the numbers?

They are live. You see the same hours, invoices and costs your team works with, so nobody has to wait for an overnight export.

Can I take the numbers into Excel?

Yes. Download any dashboard as a workbook, with one sheet per widget for the date range you are looking at.

Product · Dashboards

The business on one screen
built the way you ask

Utilisation, margin, pipeline, and hours move as work happens. Describe the view you want and the agent builds it.

Contact sales

Custom dashboards

Build a widget by asking

Tell the agent what you want to see. It builds the widget.

The agent reads your live data and pins the chart to your dashboard.

Pipeline by stage and product

Deal value at every stage, broken down by the services and products inside each deal.

Dashboards tailored to partner, manager, and consultant

Views for each role

Partners open margin and pipeline. Managers open budgets and capacity. Consultants open their tasks.

Export to Excel

Download any dashboard as a workbook

Every widget becomes its own sheet, ready to share or slice further.

One click sends the whole dashboard to Excel, one sheet per widget, scoped to the date range you're viewing.

Time usage by project, customer, and person

See where hours were spent

Time by project, customer, label, or person, with the billable split sitting beside it.

One view per person

Hours logged, revenue generated, and billable ratio, for any period you choose.

Questions about dashboards in Pike

Want the details? Read the full docs

More from the product

Finance & invoicing

Live margin by client, project, and team, with invoices that flow to your bookkeeping.

Time & absence

Timers, one-click logging, and approvals, with every hour priced into project financials.

Resourcing & capacity

See capacity at a glance, soft-book tentative work, and staff roles with placeholders.

Projects

Board, list, and timeline views with milestones, dependencies, and templates.

Customers & sales

Deals convert to projects, with pipeline, delivery, and profitability per customer.

Pike MCP

Ask Claude or ChatGPT about margin and status, and create projects from the chat.

Build a dashboard by asking

Contact sales

ISO 27001
GDPR
SOC 2 Type II

Built to keep sensitive client data secure and private.

Product · Dashboards