Business Data Dashboards
A good dashboard answers a question without opening five systems: what sold, what it costs us, what is profitable and where something went wrong. We connect the data from your sources and build the screen around the decisions you make.
What we can build
Sales dashboard
Sales by day, product, customer and salesperson, compared with the previous period and with targets.
Purchasing and supplier dashboard
What was ordered, from whom and at what price, inventory against sales velocity, and an alert before a product runs out.
E-commerce dashboard
Orders, top products, abandoned carts, returns and profitability by product.
Advertising dashboard
Meta, Google, TikTok and the other platforms in one place: cost per lead, cost per acquisition and return on ad spend.
Daily management report
The numbers that matter arrive every morning by email or WhatsApp, without logging into any system.
Anomaly alerts
A drop in sales, a campaign burning budget, a failed payment. You get a message when you need to act.
What is a BI dashboard and why does a business need one?
A BI (Business Intelligence) dashboard is a screen that brings together your business data from different sources and presents it in a way you can make decisions from. Instead of exporting spreadsheets from five systems, you see sales, expenses, advertising and inventory in one place, and the data updates itself.
Sales dashboard
A sales dashboard answers the questions a manager asks every morning: how much we sold, what, to whom and through whom. It usually includes:
- Sales by day, week and month, against target and against the same period last year
- Top products and customers, and what dropped
- Performance by salesperson and branch
- Open deal pipeline and close rates
Advertising dashboard: all your campaigns in one place
Every ad platform reports on itself, and each one takes credit for the same sale. An advertising dashboard combines data from Meta (Facebook and Instagram), Google Ads, TikTok, LinkedIn and other platforms, and connects it to the real sales from your website or CRM.
That way you see the real cost per lead, cost per acquisition and ROAS for every channel and campaign, and know where to move budget.
Purchasing, inventory and commerce dashboards
For trading, import and distribution businesses, a purchasing dashboard shows what was ordered from each supplier, at what price, and when to reorder based on sales velocity. An e-commerce dashboard adds orders, abandoned carts, returns and profitability by product, including shipping and advertising costs.
Automated business reports
A good business report arrives on its own, on time, with the numbers you need to decide. We build reports that are sent automatically by email or WhatsApp, at the frequency that fits each role:
- Monthly profit and loss
- Revenue, cost of goods, operating expenses and profit, against last month and against budget.
- Cash flow report
- Expected income and expenses for the coming weeks, customer debts and supplier payments.
- Profitability by product and customer
- Who and what really make money after discounts, shipping, fees and advertising.
- Team performance report
- Sales, inquiries and handling times for every employee and branch.
- Inventory report
- Dead stock, products about to run out and a reorder forecast.
- Daily management report
- One page with the 5-7 metrics that matter, every morning at 8:00.
Dashboards for advertising and monetization
For businesses that live on advertising, especially those selling leads, calls, traffic or ad space, the question is not what a click cost but what is left at the end. A monetization dashboard connects the acquisition cost on every platform (Meta, Google, TikTok, native) to the actual revenue from every source: lead sales, pay-per-call, affiliate or on-site ad revenue.
That way you see profit and margin by campaign, source and buyer, spot sources that lose money, and get an alert when margin drops below a threshold you set.
Power BI, Looker Studio or a custom-built dashboard?
Google's Looker Studio is free and works very well with marketing data and Google Sheets. Microsoft's Power BI is strong at calculations and at working with ERP and accounting data. A custom-built dashboard fits when you need per-user permissions, actions from inside the dashboard, or connections to systems that have no ready-made connector.
In the discovery call we will recommend the tool that fits your data and budget.
How it works
Define the questions
Which decisions you make and which number you are missing to make them.
Connect the sources
Website, CRM, accounting, ad platforms and spreadsheets. Everything updates automatically.
Build and verify
We check that the numbers match the source before anyone relies on them.
Roll out
Role-based permissions, a daily report and a short training for the team.
Frequently asked questions
What do you build the dashboard with?
Whatever fits you: Looker Studio or Power BI when you want a familiar tool, or a custom-built dashboard when you need permissions, calculations or special integrations.
Does the data update itself?
Yes. Each source gets its own refresh rate, from every few minutes to once a day, with no manual copying.
Can we see all our campaigns in one place?
Yes. We combine data from Meta, Google, TikTok and the other platforms, and connect it to your real sales data to see what actually brings in money.
How much does it cost to build a dashboard?
It depends on the number of data sources and the complexity of the calculations. A marketing dashboard in Looker Studio is simpler than one that connects ERP, CRM and advertising. You get a fixed-price proposal.
Can we get the data on WhatsApp?
Yes. A daily or weekly report with the key numbers can arrive by email or WhatsApp, with a link to the full dashboard.
Who sees the dashboard?
You set permissions: management sees everything, a sales manager sees their team, and a salesperson sees their own numbers.
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Let's talk about Business Data Dashboards
Leave your details and we will get back to you within one business day.
- 30 minutes on Zoom or by phone, no commitment
- We map where your time and money go
- You leave with a clear starting point