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BI Dashboards & Management Reporting

A BI Dashboard Stops You Rebuilding the Same Report Every Month

A BI dashboard is a management reporting tool that pulls data automatically from your ERP, CRM, production and e-commerce systems and shows sales, production, stock and finance KPIs on one screen. We build custom BI dashboards that calculate each KPI with your own business rules, refresh on a set schedule and let managers drill down to invoice level.

Sales figures live in the ERP, quotes in the CRM, output in the MES and online orders in marketplace portals. Before every management meeting someone merges them in a spreadsheet, a formula slips, two departments report different revenue, and the meeting turns into a debate about whose number is right.

We fix this at the source. We build BI dashboards that connect directly to your systems, calculate every figure using your own business rules and show everyone the same number. Reports refresh on a set schedule, and a manager can click from a headline KPI down to the individual invoice or work order. The hours spent compiling reports go back into analysis and decisions.

BI dashboard example: management report showing sales, production and finance KPIs on one screen

Reports We Build Into Your BI Dashboard

Sales & Revenue

Revenue, gross margin and target attainment, broken down by product, customer, region and sales rep. Year-on-year comparison and trend lines on one screen.

Production & Operations

OEE, scrap rate, planned versus actual output, downtime reasons and maintenance cost. With SCADA or MES connected, line status is visible during the shift rather than at month-end.

Customers & Sales Team

Customer segments, order frequency, accounts that have gone quiet, pipeline value and conversion rate per rep. Data flows in automatically from your CRM.

Inventory & Supply

Stock turnover, slow-moving stock, supplier delivery performance and order fulfilment time, with alerts when items fall below their minimum level.

Finance & Cash Flow

Receivables and payables ageing, upcoming collections, budget versus actual and departmental spend, pulled from your ERP's accounting module.

Executive Summary

A single page for the MD and the board: revenue, cost, output and any KPI that has crossed its threshold. Opens on a phone, and can be emailed every morning.

Data Sources We Connect To

  • SAP, Logo Tiger/GO, Mikro, Netsis and bespoke ERPs
  • Trendyol, Hepsiburada and n11 marketplace APIs
  • Google Analytics and Google Ads
  • MySQL, MSSQL and PostgreSQL databases
  • Excel and CSV files (during transition)
  • Any system with a REST API
  • SCADA and MES databases
  • Time-series data from IoT sensors

Off-the-Shelf BI Tool or a Custom Dashboard?

Power BI and Tableau are capable tools, but someone still has to encode your calculation rules, map your ERP's table structure and decide who sees what. With custom development we take that on from the start: KPIs follow your definitions, access follows your roles, and adding users does not add licence fees. If your data is scattered, we usually recommend organising it in a data warehouse first; if departments define the same KPI differently, a data governance and quality exercise comes before the dashboard.

Questions we hear most often

Frequently Asked Questions

What is a BI dashboard and how is it different from Excel reports?

A BI dashboard is a management reporting tool that pulls data automatically from your ERP, CRM, production and e-commerce systems and shows KPIs on one screen. An Excel report is a snapshot rebuilt by hand, where formulas slip and departments end up with different revenue figures. A dashboard refreshes on a set schedule, shows everyone the same number and lets managers click down to invoice or work-order level.

Which ERP systems and data sources can a BI dashboard connect to?

We connect to SAP, Logo Tiger/GO, Mikro, Netsis and custom ERPs; Trendyol, Hepsiburada and n11 marketplace APIs; Google Analytics and Google Ads; and MySQL, MSSQL and PostgreSQL databases. SCADA and MES databases, IoT sensor time-series data and any system with a REST API can also be sources, and Excel or CSV files can be used during the transition.

Which reports and KPIs do you build?

Sales and revenue (revenue, gross margin, target attainment), production and operations (OEE, scrap, downtime reasons), customers and the sales team (segments, pipeline value, conversion per rep), inventory and supply (stock turnover, slow-moving stock), finance and cash flow (receivables and payables ageing, budget versus actual), plus a one-page executive summary for the MD and the board.

Why a custom dashboard instead of Power BI or Tableau?

Power BI and Tableau are capable tools, but someone still has to encode your calculation rules, map your ERP's table structure and decide who sees what. With custom development we take that on from the start: KPIs follow your own definitions, access follows your roles, and adding users does not add licence fees. If your data is scattered, we usually organise it in a data warehouse first.

Can managers view reports on a phone or receive them by email?

Yes. Reports, including the executive summary, open on a phone. The one-page summary for the MD and the board shows revenue, cost, output and any KPI that has crossed its threshold, and it can be emailed every morning. Alerts can also be set up, for example when stock items fall below their minimum level.

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