Operational management dashboard combining ERP, CRM and operational data
Typical client: Operations and management teams across multiple sites or business units
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The challenge
Management decisions rely on weekly Excel exports stitched together from multiple systems — slow, error-prone and out of date.
The solution
A consolidated dashboard that reads directly from operational systems and presents KPIs by site, team and product line, with drill-down to underlying records.
Business benefit
Decisions are based on current data, exceptions are spotted earlier and weekly reporting effort drops dramatically.
Key capabilities
- KPIs by site, team and product line
- Drill-down to source records
- Threshold and exception alerts
- Role-based views for executives and managers
- Scheduled email or PDF snapshots
How it works
- 1Data is read from ERP, CRM and operational systems
- 2KPIs are calculated and presented in role-based views
- 3Alerts trigger when thresholds are exceeded
- 4Users drill down to the underlying records
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