Business dashboards and reports
Your numbers in one place, clear and up to date: sales, expenses, appointments, customers. To decide with data, not gut feeling.
The problem
Information is scattered across sheets, emails and different systems. Building a report takes hours and by the time it is ready, it has changed.
What can be automated
- Consolidation of data from several sources into one panel.
- Indicators calculated from records, not typed by hand.
- Comparisons with the previous period.
- Alerts for due dates and pending items.
- Periodic reports ready for review.
See more detail
How it works
We define with you the questions the panel must answer, not the charts that would look nice.
We connect the data sources with the permissions you decide.
We build role-based views: management, administration, operations.
We validate figures against your records before the panel is used.
Applications that could be involved
- Google Sheets or databases
- Billing or accounting systems with export or API
- CRM and calendars
- Visualization tools or a custom web panel
Information it handles
- Sales, expenses and receivables or payables
- Appointments, clients or tasks
- Document statuses and due dates
- Activity history
What needs human approval
- Definition of official indicators
- Publishing reports to third parties
- Any accounting or tax decision
Important: Integrations are possibilities subject to each provider’s APIs, permissions and capabilities. We do not promise universal compatibility.
What can be measured
- Report preparation time
- Figures that match source records
- Due dates detected on time
- Panel usage by the team
Related demo
Document, administrative and financial dashboard →
Demo with fictional data. Nothing is saved or sent.
Industries where it applies
Accounting and administrative offices · Service companies · Clinics and aesthetic centers · Retail and SMEs
Related services
Business process automation · Application and CRM integrations · Web development and custom systems
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