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Live KPI Dashboards

Dashboards & Reporting

Business Intelligence

Live KPI boards per role, scheduled reports in the inbox, and drill-down from a number to the record behind it.

Role-based dashboardsDrill-down to sourceScheduled email reportsThreshold alertsExport to Excel & PDF
Dashboards & Reporting
CRM | ERP System DevelopmentLive & Interactive
0 source
Of truth across teams
Live
Not a nightly spreadsheet export
0 wks
Typical dashboard build
01

What it is, and why it works.

Most businesses already have the data. What they lack is a number they trust, available on the morning it matters rather than three weeks later.

We build dashboards on top of your live operational data — no nightly export into a spreadsheet. Each role gets its own board: the sales head sees pipeline and conversion, the plant head sees output and rejection, the founder sees cash and margin.

Every figure is clickable. If receivables look wrong, you drill from the total to the invoice to the dispatch note without leaving the screen.

Role-based dashboards
Drill-down to source
Scheduled email reports
Threshold alerts
Export to Excel & PDF
02

Built to do the heavy lifting.

Feature 01

Role-based boards

Each role sees the handful of numbers it can actually act on, and nothing it shouldn't see.

Role-based boards
Feature 02

Drill-down reporting

Click a total to reach the transactions behind it, so a suspicious number gets resolved in seconds.

Drill-down reporting
Feature 03

Alerts & scheduled reports

Thresholds that email or message the right person, and report packs delivered on your reporting calendar.

Alerts & scheduled reports
03

What your team gains.

One agreed definition per metric, applied everywhere.
Numbers available on the morning of the review, not after it.
Drill-down means disputes get settled with data, not opinion.
Alerts surface problems before the month-end report does.
Exports for the people who will always want a spreadsheet.
04

Where it fits best.

01

Founder & board reporting

Cash, margin and growth in one board, refreshed live.

02

Sales performance

Pipeline, conversion and rep-level activity tracking.

03

Operations control

Output, rejection, downtime and fulfilment against target.

04

Finance & receivables

Ageing, collections and overdue exposure by customer.

05

A simple delivery flow.

01
Agree the metrics

We pin down the definition of each number before building anything.

02
Model the data

Sources connected and modelled so every board reads from the same base.

03
Build & schedule

Boards built per role, alerts configured, report packs put on schedule.

06

Built with the right tools.

Next.jsPostgreSQLRedisRechartsNode.jsREST & GraphQLDocker
Agreed metric definitions document
Role-based dashboards with live data
Drill-down views to transaction level
Scheduled report packs and alert rules
Excel and PDF export
Source code and deployment handover
07

Common questions, answered.

Everything you might want to know before getting started.

Ready to move forward

Which number do you not trust?

Start there. We'll build the board that settles it.