Business Operations Dashboard
Brings sales, bookings and operations data from several tools into one live view for the team.
Interface mockup with sample data. This is a concept project, not a client engagement.
The problem
Key numbers live in separate tools — the CRM, booking system, accounting software and spreadsheets. Weekly reporting means exporting files and rebuilding the same charts by hand.
Proposed solution
A secure web dashboard pulls data from each source on a schedule, stores it in a single database, and presents the measures the team actually uses, with filters and an AI-generated weekly summary.
Key workflow
- Step 1
Scheduled jobs pull data from each tool
- Step 2
Data is cleaned and stored in one database
- Step 3
Dashboard shows agreed measures in real time
- Step 4
Team members see views for their role
- Step 5
A weekly summary is generated and shared
Scope
- Data connectors for existing tools
- Unified data model
- Role-based dashboard views
- Scheduled summary reports
Technologies used
- React
- TypeScript
- PostgreSQL
- REST APIs
- Scheduled jobs
- Role-based access
Design considerations
- Measures are defined with the business before anything is built.
- Data sources stay the system of record; the dashboard reads from them.
- Access is restricted by role and every login is authenticated.
Want something like this for your business?
We’ll talk through how this approach would fit your tools, your team and your budget.
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