Business Intelligence Dashboard
Consolidates data from different platforms into a single dashboard.
This is a concept project: an illustrative design showing how we would approach this problem. It is not a client case study, and the interface shown uses placeholder data.
The problem
Sales, marketing and operations data live in separate tools. Building a weekly report takes hours, and the numbers rarely agree.
Our approach
Scheduled pipelines pull data from each platform into a central store with consistent definitions. A dashboard presents the key metrics, and summaries are delivered automatically.
Workflow
How it works, step by step
- 01
Connect
Read-only connections to CRM, payments, ads and operations tools.
- 02
Sync
Data is pulled on a schedule into a central database.
- 03
Model
Metrics are defined once so everyone uses the same numbers.
- 04
Visualise
Dashboards by team, with filters and drill-downs.
- 05
Deliver
Weekly summaries and threshold alerts are sent automatically.
Architecture
System overview
Sources
- CRM
- Payments
- Ads & analytics
Data layer
- Sync jobs
- Central database
- Metric definitions
Outputs
- Dashboard
- Scheduled reports
- Alerts
Key features
- Single source of truth for key metrics
- Role-based dashboard views
- Scheduled email summaries
- Threshold alerts
- Data freshness indicators
What we'd measure
The metrics we'd agree with you up front to judge success.
- →Hours spent on reporting
- →Data freshness
- →Dashboard adoption
Want something like this for your business?
We'll adapt the approach to your workflow, tools and budget.