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Anil MauryaSoftware · AI · Automation
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Solution

Business Dashboard

Your key numbers on one screen, current and on your phone.

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Typical timeline
3-7 weeks depending on data sources
Includes
10 components
Engagement
Fixed-scope project
You receive
Code, data & documentation
The situation

Your numbers exist, but in four places and several days late. Getting a combined picture means asking people and waiting, by which time the figures describe a situation that has already changed.

What this solution does

This solution brings the handful of numbers you actually act on into one screen, pulled automatically from your existing systems. Defined once, calculated consistently, refreshed on a schedule, and designed to be read on a phone in two minutes.

How it works

  1. Decide what matters

    A short workshop to identify the numbers you genuinely act on and to agree exactly how each is calculated.

  2. Connect the sources

    Data is collected from billing software, databases, spreadsheets and APIs on a schedule appropriate to each source.

  3. Build the view

    An overview screen with the headline measures, drill-down to the underlying transactions, and comparisons against last period or target.

  4. Set alerts

    Thresholds that matter — collections behind target, stock below reorder, receivables past terms — trigger a WhatsApp or email alert.

  5. Review and refine

    After a few weeks of real use, measures that are not being acted on are removed and ones you keep asking for are added.

Enquire about business dashboard

Tell us how things work today and we will tell you what this would involve.

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The difference it makes

What changes once this is in place

Decisions on current numbers

Today's position rather than last week's, which changes the quality of operational decisions more than any report format ever will.

One agreed set of figures

Defined metrics calculated one way end the meetings spent debating whose number is right.

Problems surface early

Trends and alerts show a developing issue while there is still time to respond to it.

Nobody builds reports

The hours spent assembling weekly and monthly packs go back into the business.

What's included

  • Metric definition workshop with documented calculation logic
  • Automated data collection from your existing systems
  • Executive overview with headline measures
  • Drill-down from summary to underlying transactions
  • Period-on-period, target-versus-actual and branch comparisons
  • Mobile-first layout designed for a phone screen
  • Threshold alerts over WhatsApp or email
  • Scheduled daily or weekly snapshot delivery
  • Role-based visibility by function, branch or region
  • Excel and PDF export for board and bank reporting

This is a good fit if

  • Your data sits across several systems and spreadsheets
  • Management reports are compiled manually and arrive late
  • You want the day's position from your phone
  • Different people produce different answers to the same question

Limitations you should know about

Every solution has constraints. We would rather you read them here than discover them after signing.

  • The dashboard reflects source data quality; incomplete records produce an honest but unflattering picture, and cleanup is often part of the project
  • Integration depends on your existing software exposing an API, ODBC connection or reliable export — we verify this before quoting
  • Real-time refresh is possible but costs more to build and run; most measures are fine hourly or daily
  • A dashboard informs decisions, it does not make them; measures nobody acts on should be removed rather than admired

Technology we typically use

  • Next.js
  • PostgreSQL
  • FastAPI
  • Recharts
  • Scheduled pipelines
  • Metabase where off-the-shelf suffices

Questions

Business Dashboard — common questions

Can it pull from Tally or our billing software?
Usually yes, via API, ODBC or scheduled export depending on the software and version. We confirm the specific path during discovery, because this is where dashboard projects most often meet surprises.
Should we just use Power BI?
If your data is already in one clean place and your needs are standard, Power BI or Metabase will be cheaper and we will recommend them. Custom earns its cost when data must be combined from several awkward sources or embedded in an existing application.
How many measures should a dashboard have?
Fewer than you expect. Six to ten on the main screen, chosen because you act on them, with everything else available on drill-down. Dashboards fail by being comprehensive rather than useful.
Can different managers see different data?
Yes. Role-based visibility scopes each person to their branch, region or function, with full visibility reserved for those who need it.

Services behind this solution

Business Dashboard DevelopmentSee sales, stock, cash and operations on one screen, updated automatically.Business Intelligence ImplementationTurn scattered data into decisions you can defend.Data Pipeline DevelopmentMove data between systems reliably, on schedule, without manual steps.Reporting AutomationThe reports you prepare every week, generated and delivered on their own.

Industries we serve

Interested in business dashboard?

Tell us how your process works today. We will confirm whether this is the right fit and what it would take.

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