Executive BI dashboard
One screen where management sees sales, marketing, profit and alerts for every branch and channel, calculated the same way everywhere. Try it below on sample data.
Interactive Demonstration — Sample Data The company in this demonstration, Rawnaq Home, is fictional. It is not a client of ours, and nothing here is a result we achieved.
The business problem
Many businesses with several branches and an online store keep their numbers in different places: sales in the point-of-sale reports, advertising spend inside each platform, returns and costs in spreadsheets.
Someone joins these files by hand every month. By the time the report is ready it describes a month that has already closed, and the management meeting begins with an argument about whose figure is right.
Signs you may recognise
- Two people give two different profit figures for the same month.
- A branch misses its target and you learn about it after the month closes.
- Nobody can say which campaign paid for itself once returns and shipping are counted.
- Each branch manager defines margin in a different way.
- Preparing the monthly report takes days of copying between files.
What makes it hard
A dashboard is easy to draw and hard to trust. A useful one has to solve these four problems.
Numbers that agree
Revenue, margin and returns each need one written definition, and every screen has to calculate them the same way.
Detail without clutter
Management needs a calm first screen, and a clear path from any total down to the branch, product, campaign or order behind it.
Alerts that get acted on
Too many warnings get ignored. Each alert needs a rule the team agreed on, an owner and a status.
The right access for each person
Finance sees costs and profit; a branch manager or a viewer does not. What each role can see, export or change is set once.
The solution
One dashboard on one agreed data model. Every indicator has a written definition, so the total on the overview is the same total you reach when you drill down.
- A first screen for management: the few indicators that decide the month, against target and against the previous period.
- The same filters on every screen: period, branch, channel, product and campaign.
- Drill-down from any total to the branch, product, campaign or order behind it.
- Alerts from rules your team writes, each with an owner, a status and a log.
- Export of the current view, with its filters, for the meeting.
- Views limited by role, and clear messages when data is loading, incomplete or unavailable.
Modules in this demonstration
Each module can be included in your project or left out.
Overview
Headline indicators against target and the previous period, what changed revenue, and the alerts that need attention.
Sales
Revenue over time and by branch, channel, category and product, with the best and weakest products and the orders behind them.
Marketing
Spend, attributed revenue and return on ad spend by campaign and campaign type.
Profit and loss
From net revenue to operating profit, with each cost line and how it changed.
Alerts and rules
Rules for targets, margin, discounts, returns, stock and momentum, with status, owner and a log.
Details and export
Definitions and detail panels for every indicator, and export of the current view to a file that opens in Excel.
Simplified architecture
How data moves from your systems to the screen. The exact layers depend on what you use today.
Your sources
- Sales and orders
- Advertising platforms
- Cost and stock sheets
Data model
- Cleaned and matched records
- Written indicator definitions
- Scheduled refresh where the source allows
Dashboard
- Overview, sales, marketing and profit
- Filters and drill-down
- Views by role
Decisions
- Alerts with an owner
- Exports for meetings
- Handover and usage guide
In this demonstration the data is generated sample data, so there is no connection to a real system.
Try the demonstration
Everything below runs in your browser on sample data for a fictional furniture and decor retailer. Nothing you do here is sent to us.
Things to try
- Change the period, then compare it with the previous period or the same period last year.
- Filter by branch, channel, product or campaign and watch every number follow.
- Select a chart, a card or a table row to open the detail behind it.
- Open Alerts, acknowledge or snooze one, then change a rule and see the alerts change.
- Open Demo controls to try a slow connection, empty data or a different role.
All names, figures and dates in this demonstration are generated sample data. They do not describe a real company or predict any result.
Expected impact
What changes in day-to-day work when the numbers come from one place. These are the working changes the solution is built for, not promised business results.
- One version of each number
- Finance, sales and management quote the same figure, because each indicator has one written definition.
- Questions answered in the meeting
- Management filters and drills down during the discussion instead of asking for another report.
- Problems seen while they can be fixed
- Alerts point to a branch, product or campaign during the month, not after it closes.
- Less manual reporting
- Monthly copying between files is replaced by a scheduled refresh, where the data source allows it.
Results depend on your data, your decisions and how your team uses the dashboard. We commit to the deliverables, the quality checks and the dates in the written proposal.
Scope of a project like this
The demonstration shows the full range. A first release is smaller, and it is fixed in a written proposal before work starts.
In the starting scope
- One dashboard on the data sources we agree
- Indicators and definitions agreed in writing before the build
- Period, comparison and filters
- Export of the current view
- A usage guide and a handover session
Added when you need it
- More data sources or more branches
- Alert rules, each with an owner and a log
- Views by role
- Scheduled data refresh, where the source allows it
- Extra reports or a second language
What we need from you
- A decision-maker who approves the indicator definitions
- Temporary read access to the data, opened in your name
- A sample export of the data to design against
- A review at each milestone
Licences, hosting and external subscriptions are priced separately and opened in your name. Anything outside the written scope is priced before it is executed.
How it starts
We agree the scope with you, then send a written proposal with the price, the milestones and the acceptance criteria. Work starts after you approve it.
- Duration
- 10–14 days
- Price
- Starting from 3,500 SAR
Want to see this on your own data?
Tell us what you track today and where the numbers live. We reply with a short scope and a written proposal.