Dashboard combines data with CRM, ERP, invoices, payments, sheets and design systems, so that management and managers can see sales, margin, pipeline, charges and deviations in one place.
The service company prepares cyclical sales and finance reports based on CRM data, invoice system, sheets, design billing and exports from several departments. The report is produced manually, often once a week or once a month, and the definitions of the KPI depend on the person preparing the summary.
The management does not have one current source of truth. Sales, financial and design data are scattered, reports require manual connection, and delays make decisions based on incomplete or outdated information. There are also no clear definitions of KPI, quality control of data and alerts at deviations.
The most important difference is not the technology itself. The team moves from manual arrangements, sheets and messages to a process with clear statuses, inputs, case ownership and a place to check for exceptions.
The scope of modules can be narrowed down to MVP or expanded in subsequent stages after testing with users.
View of the most important KPIs: income, margin, pipeline, receivables, costs and trend month to month.
Analysis of leads, offers, conversions, sources, teams, customers and services.
View invoices, payments, charges, costs, margin and cashlow forecasts.
Report on the profitability of the projects, the burden of the team and the costs assigned to the client.
A panel of shortcomings, duplicates, inconsistent customer names and sources requiring improvement.
Automatic e-mail summaries, exports and snapshots for managers.
We determine exactly what income, margin, pipeline, conversion, debt and cost means in this company.
We check CRM, invoices, ERP, payments, sheets, APIs and export files and data quality.
We build a coherent model of customers, products, services, teams, sales channels, projects and periods.
We design a view of the board and operational views before full data automation is created.
We implement ETL, refresh schedule, validation, logs and import error alerts.
We train users, measure the use of dashboard and develop further views based on real decisions.
In any similar project, automatic steps must be separated from human decisions. Thanks to this, the system helps reduce manual work, but does not hide errors, exceptions and responsibilities.
Determine which data is primary and how we handle missing data, duplicates and inconsistencies.
Each case should have a stage, a responsible person and a clear moment of reaction.
Integration, import, AI or automation errors should be visible in the dashboard or report.
High-risk steps, financial documents and contentious decisions require human approval.
Not always. Often it is enough to arrange data from current tools: CRM, invoices, payments, sheets and API. The new system makes sense only when current sources do not allow stable reporting.
Yes. The best first step is a dashboard management or sales report with 5-10 most important KPIs. Further views can be added in stages.
Then we start with a KPI dictionary, a map of sources and data quality control. Dashboard should show not only the result, but also data gaps and errors.
Yes, if data sources allow API, export schedule or stable connection. Frequency depends on systems, cost of integration and real business needs.
No. The values shown in the case study are exemplary. The actual effect depends on the quality of the data, the number of sources, current reports, the scope of automation and the way the team works.
SmartCodeIT can help you design your process, prepare MVP and implement an application tailored to your organization. We start with a short conversation about data, tools, exceptions and business purpose.