Leadership
Trends, targets, risk and exceptions.
Custom executive reporting
The information that runs your company, brought into one view
We connect the sources your operation already uses and build dashboards with the indicators, comparisons and alerts each decision level needs.
Sales, collections, cash, inventory, production, service or any custom indicator can share a view with update timestamps and access to detail.
Collections requires attention
Sales this month$4.82 M+7.4% vs previous month
Available cash$1.24 MBank cutoff 8:15 AM
Open orders12818 due this week
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Interactive demo · sample data
From indicator to data
Every figure should be explainable
The dashboard can show when an indicator was updated, which target it uses and which records form the result. Leadership sees the summary and can open the detail when something changes.
- 01Cutoff time by source
- 02Comparison, target and trend
- 03Detail down to the source record
One foundation, different responsibilities
The same information can have different views
Leadership needs trends and exceptions; finance needs reconciliation; sales needs pipeline and progress; operations needs today's actions. We design each view around the role's decisions.
Finance
Receivables, reconciliation, payments and cash flow.
Operations
Performance, capacity and incidents.
Sales
Target, pipeline, conversion and receivables.
Alerts and automated reports
The report can arrive before someone requests it
We can define thresholds, trends or events and send summaries by email, messaging or within the system. The alert includes the indicator, change and available context.
- 01Margin falls below 24%
- 02Alert is generated
- 03Detail is opened
- 04Follow-up is assigned
Economic impact
Fewer hours building reports; more time using information
Reconciling files, copying figures and correcting errors consumes recurring time. Automation makes it possible to compare the process's current cost with the investment required to build a stable information source.
SIM / REPORTES
Operating cost of a report
Adjust frequency, people, time, errors and investment. The value of better decisions remains separate because it requires its own case.
Monthly operating cost$58,240
Annual operating cost$698,880
Payback reference3.1 months
Decision valueEstimated with a separate case
Illustrative scenario. Payback assumes replacement of the entered operating cost and requires validation of sources, frequency and maintenance.
Sources and integrations
Data can come from different systems
We can read APIs, databases, scheduled files and spreadsheets; we can also build cleansing and reconciliation processes before displaying an indicator. Every source retains its cutoff time and update status.
IN / 01ERP / CRMIN / 02Bank / POSIN / 03Files / sheets
CORE / FLOWIntegration and validation
OUT / 01IndicatorsOUT / 02AlertsOUT / 03Reports
We review quality, permissions, API, frequency and access for every source before defining the architecture.
Project example
Example: administration, bank, sales and spreadsheets
We could begin with three or four indicators that currently require manual reconciliation, validate their sources, then extend the dashboard. Scope is defined by decisions and business rules.
Illustrative roadmap · each indicator requires a definition and owner- 013 indicators→
- 02Validate sources→
- 03Reconcile rules→
- 04First view→
- 05Alerts and expansion
Governance and security
Each person sees what they need
We can define permissions by role, company, branch or indicator, along with access logs and rules for sensitive information. Architecture is designed for the project's security level.
✓SalesNational consolidated · 12 branches
✓MarginNational consolidated · 12 branches
✓PayrollNational consolidated · 12 branches
✓ReceivablesNational consolidated · 12 branches
Questions before getting started
What to define in the first review
Scope is built around operations, data and the available technical conditions.
Q/01Do I have to replace my systems?
We generally aim to use existing sources. We review how to obtain data from each one and propose changes when a technical limitation makes them necessary.
Q/02Do indicators update in real time?
The appropriate frequency depends on the source and decision. Some signals can update in seconds; others have daily, weekly or accounting cutoffs. The dashboard shows that freshness.
Q/03Can I restrict information by branch or role?
Yes. We can design permissions, views, logs and access rules around the company's structure and sensitivity.
Q/04How much does it cost?
Cost is set by sources, data quality, reconciliation rules, indicators, permissions and automations. The first step is a review at no cost: we reply within one business day and, after the review, send you scope, timeline and cost in writing. The proposal separates a useful first scope from later improvements.
Let's review the report that takes the most time today
We can review its sources, rules and decisions to propose a reliable, explainable first view for each owner.
First review at no cost · Written sources and scope