Executive Dashboards & BI

See your whole business on one live screen.

Pull the numbers that matter from sales, operations and finance into one live dashboard — with self-serve reporting, drill-down and alerts for every team.

✓Live dashboards✓Cross-dept KPIs✓Self-serve reports✓Drill-down✓Alerts✓Scheduled reports

Executive dashboardLive

Revenue

EGP 4.2M▲ 12%

Orders

3,180▲ 8%

Gross margin

34%▲ 2pt

New customers

1,320▲ 32%

Revenue · last 7 monthsTarget

Cash runway 8 mo — below 12-mo target

How it works

From scattered reports to one live view.

We connect your systems, model the data once, and turn it into live dashboards and alerts — so everyone works from the same numbers.

Step 01

Connect

Pull from every system, automatically.

SAPCRMFinanceSheets

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Step 02

Unify

Clean and model it into one source of truth.

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Step 03

Visualize

Live dashboards for every team.

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Step 04

Act

Alerts and targets that prompt action.

Revenue below target

What this covers

Everything it takes to run on your numbers.

From connecting the data to putting a live view in every team’s hands — the whole BI stack in one place.

Live dashboards

Live KPIs
Auto-refresh
Any device

Cross-department KPIs

Sales, ops & finance
One source of truth
Consistent metrics

Self-serve reports

Build your own
Filters & slices
No SQL needed

Drill-down

Drill into any KPI
See the detail
Trace to the source

Alerts & targets

Set targets
Threshold alerts
Anomaly flags

Scheduled delivery

Email & Slack
PDF or Excel
On a schedule

Leadership view

Every KPI against its target.

Give leadership one scorecard — actuals versus targets across the whole business, so what’s on track, ahead or slipping is clear at a glance.

Leadership scorecardThis quarter

RevenueTarget EGP 4.5M

EGP 4.2M93% of target

Behind

New customersTarget 1,000

1,320132% of target

Ahead

Gross marginTarget 32%

34%106% of target

On track

Cash runwayTarget 12 mo

8 mo67% of target

At risk

Every team

One platform, dashboards for every team.

Leadership sees the big picture; each team gets a dashboard built around the numbers they need — with role-based access, so everyone sees what matters to them.

Dashboards by teamRole-based access

SalesVP Sales

RevenueEGP 2.4M

Pipeline128 deals

Win rate34%

OperationsHead of Ops

On-time96%

Orders3,180

Backlog42

FinanceCFO

CashEGP 2.1M

Margin34%

DSO38 days

Answers, not just numbers

Drill into any number, and get alerted when it moves.

Click any KPI to see what’s behind it — by channel, region or product — and set alerts so the right people know the moment something goes off-target.

Drill-down

Revenue · EGP 4.2MBy channel

Retail1.8M

Wholesale1.4M

Online1.0M

Alerts

Revenue 7% below target — sales notified

Churn up 1.2 pts this week — flagged to Customer Success

New-customer target exceeded — 132%

Weekly summary → email, Mondays at 8:00

How we build it

Built around your KPIs, not a template.

We define the metrics your business actually runs on — with your formulas, targets and thresholds — and connect them to the systems you already use.

Metric builder Configurable

MetricNet revenue

SourcesSAPStore

FormulaSales − Refunds

TargetEGP 4.5M / quarter

Alert< 90% of target

Your metricsThe KPIs your business actually runs on — not a fixed template.

Your targetsSet targets and thresholds per metric and per team.

Role-based accessEach person sees the right numbers — and only those.

Connected

Pulls from the systems you already run.

A dashboard is only as good as its data — so we pull from every system you run, automatically: ERP, CRM, finance, operations, databases and spreadsheets.

ERP & finance

SAPQuickBooksXeroOdoo

CRM & sales

SalesforceHubSpotCustom CRM

Operations

WMSTicketingInternal apps

Databases & warehouses

PostgreSQLMySQLBigQuerySnowflake

Files & APIs

Excel & CSVGoogle SheetsREST APIs

Who it’s for

Built for leaders who want one version of the truth.

Leadership & founders

Multi-department businesses

Multi-entity groups

Ops & finance teams

Fast-growing companies

Teams stuck in spreadsheets

Part of your technical stack.

Your dashboards sit on top of the data platform, integrations and infrastructure we build and run.

Data Warehousing & ForecastingOne place for all your data, plus forecasts.→System Integration & Data SyncConnect and sync the systems you run.→Managed Cloud HostingWe run the infrastructure behind it.→IT, Data & EngineeringExplore the full technical stack.→

FAQ

Questions, answered.

Where does the dashboard data come from?

From your real systems — ERP, CRM, finance and operations — pulled automatically and unified into one model, so every number traces back to its source.

Do we need a data warehouse first?

Not always. We can build dashboards directly on the systems you run, or set up a data warehouse when the volume or history calls for it.

Can non-technical people build their own reports?

Yes. Self-serve reporting with filters and slices, without SQL — while sensitive numbers stay behind role-based access.

Do you build it and keep it running?

Yes. This is a managed service — we maintain the connections, add metrics and dashboards, and keep everything current as your business changes.

Let us build it

Let’s put your business on one screen.

Whether you need a leadership dashboard, self-serve reporting, or alerts across the business, book a call and we’ll map out the right BI setup for your team.