Business Intelligence Dashboards
Business intelligence dashboards that bring together data from multiple sources — CRM, ERP, finance, operations and marketing — into a single view for leadership teams. Built for German and European businesses that need accurate, real-time performance visibility without exporting spreadsheets every week.
Executive KPI dashboards
Top-level KPI dashboards for C-suite and leadership — showing the metrics that matter most in a single screen, updated in real time or on a scheduled refresh. Built to answer the questions leadership asks every morning without opening multiple systems.
- Revenue, margin and cost KPIs with period-on-period comparison
- Traffic light status indicators: on target, at risk, off track
- Goal vs. actual tracking with progress towards targets
- Rolling 12-month trend charts for key metrics
- Cross-department summary: sales, ops, finance, HR in one view
- Mobile-responsive layout for viewing on any device
- Data refresh schedule: real-time, hourly or daily
- Export to PDF for board reporting
Multi-source data integration
Data integration layer that connects the dashboard to multiple source systems — pulling data from CRM, ERP, databases, cloud APIs and spreadsheets into a unified data model. Eliminates manual data collation and ensures every team looks at the same numbers.
- API connectors to Salesforce, HubSpot, SAP, Pipedrive and custom CRMs
- Database direct queries: MySQL, PostgreSQL, MSSQL, BigQuery
- Google Sheets and Excel file import and live sync
- REST API data source configuration with auth handling
- ETL pipeline: extract, transform, load on schedule
- Data conflict resolution when the same metric appears in multiple sources
- Incremental sync for large datasets to reduce load
- Data source health monitoring and failure alerts
Department performance views
Department-specific dashboard views tailored to the metrics each team cares about — sales performance, operations efficiency, finance health, marketing attribution — with the correct level of detail for the team and role-based access to prevent cross-department data exposure.
- Role-based dashboard access: each team sees its own view
- Sales dashboard: pipeline, revenue, activity, conversion
- Operations dashboard: fulfilment rate, SLA compliance, capacity
- Finance dashboard: P&L, cashflow, debtors, budget vs. actual
- Marketing dashboard: leads, CAC, channel performance, ROAS
- HR dashboard: headcount, turnover, time-to-hire, absence
- Drill-down from summary to individual record or transaction
- Department comparison view for multi-site or multi-team businesses
Custom chart & visualisation
Custom chart types and visualisation components built for the specific data and audience — bar charts, line trends, scatter plots, funnel charts, heatmaps, geo maps and custom KPI tiles — designed with the business's brand and configured for the data it presents.
- Bar, line, area, pie and donut charts with labelling options
- Funnel charts for pipeline and conversion stage visualisation
- Geographic heat maps for regional performance
- KPI tiles with trend sparkline and RAG status
- Cohort analysis charts for retention and LTV
- Scatter plots for correlation analysis
- Table widget with sorting, filtering and conditional formatting
- Custom branding: colours, fonts and logo aligned to corporate identity
Automated reporting & distribution
Scheduled report generation and distribution — exporting dashboard snapshots or summary reports to email, Slack or shared drives on a configured schedule. Leadership receives the weekly numbers automatically without logging into the dashboard.
- Scheduled report generation: daily, weekly, monthly
- Email delivery with PDF attachment or inline summary
- Slack and Teams delivery for team performance updates
- Report template configuration: which KPIs, which charts, which period
- Personalised reports: each recipient gets their team view
- On-demand export: PDF, Excel or CSV from any dashboard
- Delivery confirmation and open tracking
- Pause report delivery for holiday periods
Data access & permissions
Access control that determines which dashboards, metrics and underlying data each user can see — with row-level security for multi-entity businesses where a regional manager should see their region only, not all regions.
- Role-based dashboard access control
- Row-level security: regional or entity-based data filtering per user
- Single Sign-On (SSO) via SAML 2.0 or OIDC
- Audit log: who viewed what data and when
- Guest access: share a specific dashboard without full platform access
- Time-limited share links for external stakeholders
- Data classification: PII fields masked for non-authorised viewers
- Access review and certification workflow