Connections to the systems you already run
POS, online store, CRM, inventory, accounting, Google Sheets and the spreadsheet one supervisor maintains by hand. We connect through APIs, database reads or scheduled file imports, whichever the source supports, and we say honestly during scoping which sources can be automated and which will still need an upload.
The five numbers the owner checks first
Every business has them: today's sales, cash position, orders waiting, stock about to run out, leads not yet followed up. We build that top strip with you before anything else, because a dashboard nobody opens daily is a report, and reports get ignored within a month.
Sales and margin, by branch, product and channel
Revenue against target, average basket, units per category, and margin where your cost data supports it. Compare branches on the same axis, see which product line carries the month, and spot the channel that grew while nobody was looking. Every figure clicks through to the transactions behind it.
Stock and supply in the same view as sales
Fast movers running low, slow stock tying up cash, days of cover per item, and open purchase orders arriving this week. Seeing stock next to sales is what turns a dashboard into a decision — the reorder happens because the number is visible on Tuesday, not because someone noticed an empty shelf on Saturday.
Pipeline and marketing performance
Leads by source, conversion by stage, ageing deals, cost per lead from Meta and Google Ads against closed revenue. This is the view that ends the argument about whether the ad spend is working, because it follows a lead from the campaign that produced it to the sale that closed it.
Cash: collections, receivables and what is committed
Collections against billings, receivables ageing by client, payables due this month, and committed spend from approved purchase orders. Owners look at this one more than any other, because it answers the only question that matters on a bad week — what is actually landing in the account.
Alerts, scheduled digests and role-based access
A daily summary by email or Viber before opening, alerts when a number crosses a threshold you set, and a weekly pack for the management meeting. Branch managers see their branch, department heads see their function, the owner sees everything, and nobody sees payroll figures unless you say so.