BI Dashboard

How the business is doing, without asking.

What it replaces

The monthly scramble to work out what actually happened, usually in a spreadsheet somebody rebuilds each time.

The job

You agree a set of figures once. It keeps them current from the systems you already run, and writes the paragraph explaining what moved. The numbers are calculated, not guessed at — the model writes the words around them.

What it does

• Pulls from your accounting, booking and invoicing systems
• Keeps the agreed figures current: revenue, what is owed, what is booked
• Flags a number that has moved more than it usually does
• Writes the plain-English note explaining the movement

What you get

• One current page, always up to date
• A weekly summary you can forward
• An alert when something moves unusually
• The source system named beside every figure

How far it goes on its own

Reads and reports only. No write access to any system. Every figure is computed by a query written and checked at setup — the model never invents a number, it only explains one.

Where it is weak

• It answers the figures you agreed, not any question you think of. Free-form questions against a live database are wrong often enough, and confidently enough, that we do not sell it.
• It reports what your systems contain. If the bookkeeping is behind, so is the dashboard.
• No bank feed. It sees a transaction once your accounting system has it.
• It is not a forecast. It says what happened, not what will.

What leaves your building

• Whichever of your systems are cloud — your accounting package almost certainly is. It reads them; nothing new is sent anywhere.

Works with

• e-conomic · Dinero · Billy
• Booking and invoicing systems
• Spreadsheets and CSV