The signs that your figures no longer help you decide.

• Ten tabs, three versions The file circulates by email, everyone keeps their own copy and nobody knows which one is the reference.
• The figures arrive too late The monthly review takes hours to prepare by hand, and the decision is made a month late.
• Everyone has their own calculation Revenue, margin or a late payment are not defined the same way from one department to another.
• Lots of figures, few indicators You see everything, but not what needs action this week.

Chosen KPIs, reliable data, then a dashboard.

We don’t start with a tool. A dashboard built on fuzzy figures makes mistakes more visible, not more accurate. Order matters: decisions, indicators, data, then tool.

1. Choose the decisions and the KPIs Which decisions do you take every week? For each one, we select a small number of indicators and write them down: definition, formula, source, frequency, owner.
2. Make the sources reliable We clean up your Excel files and data entry, or connect them to your tools (invoicing, CRM, accounting). If you don’t have a CRM yet, we set one up and transfer your data so that the figures are the same everywhere.
3. Build the dashboard We model your data and create simple views by role, with Power BI or an open solution such as Metabase, depending on your needs and your budget.
4. Refresh and keep it alive Refreshing is automated, your team is trained, and the indicators evolve with your business.

Indicators by role, not one more table.

• Owner Revenue against target, margin, cash a few weeks ahead, concentration on the main customers.
• Sales Open opportunities, conversion rate, follow-up time, breakdown of revenue by customer.
• Operations Processing times, delays, error rate, workload per person.
• Administration and finance Overdue invoices, average payment time, gaps between budget and actuals.

Start with the right indicators, then build.

• Quick Diagnostic Two days of analysis on the subject of your choice: indicators, data, processes, tools or CRM. Deliverable within 10 working days. Price: €1,900 excl. VAT.
• Bespoke dashboard Definition of the KPIs, reliable sources, data model and views by role, with training for the team. The scope is written after the diagnostic. Price: Firm quote after the diagnostic. Signed before work starts.
• CRM set-up Choice and configuration of the CRM, with recovery and clean-up of your existing data included, and training for the team. The CRM then feeds your dashboards. Price: Firm quote after the diagnostic. Signed before work starts.

Prices exclude VAT. To monitor and develop your indicators over time, a monthly Managed AI service is available at €129, €349 or €790 excl. VAT per month depending on the size of the business, with an initial commitment of 3 months then monthly cancellation with 30 days’ notice.

See what a dashboard can contain.

Four Power BI reports ready to explore (income statement, 80/20 analysis of revenue, sales steering) and a guide to connect them to your own data.

Reliable figures before displaying them.

• Excel Data-Entry Checklist A quick check of your workbooks: formats, duplicates, merged cells, entry errors. See the resource
• Process scorecard Rank your processes to know which ones deserve to be measured first. See the resource
• Processes and automation When the subject goes beyond indicators: standardise, then automate your processes. See the path

A dashboard your team understands and keeps.

• Indicators in writing Each KPI has a documented definition, formula and source. No more debate about what a figure measures.
• No lock-in We choose the tool with you, including open solutions, and we document the model so it stays transferable.
• Data hosted in Europe The level of protection depends on the architecture chosen, which we set out before any deployment.
• Transparent Written scope and firm quote signed before work starts. No gain announced without measurement.

Before you book.

Do we have to give up Excel?

No. Excel can stay your data-entry tool. We make it reliable or connect it to a database, then the dashboard reads that data. The aim is for the figures to be right and shared, not to change your habits for the sake of it.

Does it have to be Power BI?

No. Power BI is a common choice, but sharing reports across a team requires a paid licence. Depending on your budget and your data constraints, open solutions such as Metabase or Apache Superset may be enough. We compare them with you before choosing.

How many indicators should we track?

Fewer than you think. We select a few indicators per role, each tied to a decision. An indicator that nobody uses is removed.

Where do you work?

H-Box has offices in Toulouse and Montpellier and supports small and medium-sized businesses across Europe, on site depending on the scope and by video. The head office is in Paris, and we also work remotely with businesses in other countries.

Does my data leave the company?

It is hosted in Europe and we agree with you on access and processing. The level of protection depends on the architecture chosen, set out before any deployment.

Does the scoping call commit me to anything?

No. It is free and carries no commitment. Its purpose is to understand your context and suggest the next useful step.

45 minutes to define the indicators that matter.

Choose a slot in the calendar. The call is free and carries no commitment.