Define key figures
Which figures really drive the business? Your team decides.
Data Insight Dashboard: Figures from many sources in one place.
The Data Insight Dashboard brings key figures from spreadsheets, tools and databases together in one view. Your team works with the same checked figures – instead of five exports.
In short: Revenue is in one tool, expenses in a spreadsheet and stock levels in a third system. Anyone who needs to make a decision gathers exports and checks whether the figures align. The dashboard connects defined data sources and updates values through the configured integrations. The source systems remain the systems of record.
Starting point
Where time is lost today.
- Scattered figuresSpreadsheets, tools and databases – every department has its own.
- Manual updatesValues are updated by hand – or not at all.
- Whose figures are right?Every meeting starts with a discussion about the figures instead of the decision.
- Overview on requestUpdates depend on one person; the overview isn’t available at all times.
How it works
What the solution does, step by step.
Connect sources
Spreadsheets, tools and databases are connected – without replacing the source systems.
Check values
Definitions and data versions are reconciled so that the figures match.
Display
The key figures appear in one clear, shared view.
Keep it up to date
Values are updated according to the data connection; timestamp, source and deviations are shown.
Before – after
What changes in day-to-day work.
Examples from the workflow – no percentages, as only a measurement in your business can provide those.
| Situation | Today | With the solution |
|---|---|---|
| Data basis | Exports from several tools, combined by hand | One view across all relevant sources |
| Data versions | Don’t match | Definitions are clarified and documented |
| Meeting | Discussion about the figures | Discussion starts with the decision |
| Overview | Only on request | Updated according to the data connection, with visible deviations |
Benefit
What this use case improves.
Connect sources
Spreadsheets, tools and databases come together in one view.
Updated according to the data connection
Values are imported at the agreed interval; the timestamp and source remain visible.
Focus on what matters
The view shows the key figures that really drive decisions.
Visible deviations
When values go out of range, you see it – without looking for it.
In action
What working with it looks like.
Sample images from our visual library – the interfaces shown are illustrations, not client data.
Responsibility
What stays with people.
The choice of key figures, their definition and the decision that follows. The dashboard provides the shared basis.
The solution prepares, sorts and hands over – your staff make decisions and grant approvals, following rules you set.
Systems & integrations
Where the solution connects.
For example – what exactly gets connected depends on interfaces and permissions and is checked in the AI potential assessment.
- ERP
- Accounting
- CRM
- Excel / Google Sheets
- SQL databases
- Online shop
- Time tracking
- Easy Factura
Building blocks & products
The technology behind it.
Solution building blocks are the technical components of the Swiss AI Platform, combined by process.
Process automation
Regularly combine data from source systems.
View building blockCustom AI applications
Key figure logic and view tailored to your business.
View building block
Control, data & operation
Control stays part of the system.
Depending on the product and interfaces, we run the solution on your premises, in a Swiss cloud or as a combination. Before the pilot, we clarify data flows, access rights and compliance requirements. Background: Private AI and On-premise & hybrid (running on your own servers or a mix of both).
| Topic | Implementation |
|---|---|
| Data | Key figures from ERP, accounting, CRM and spreadsheets – the visibility of sensitive values is defined before the pilot. |
| Approvals | Definitions and sources are set together; changes to the key figure logic require approval. |
| Roles & permissions | You decide who sees which figures – visibility and roles are part of the set-up. |
| Logging | The source, as-of date and definition of every key figure are documented. |
| Operating model | Running on your own servers, in a private cloud or a mix – the source systems remain the systems of record. |
Industries
Where this use case is typical.
- Manufacturing
- Trades & building services
- Accounting & fiduciary
- cross-industrythe workflow is not tied to a single industry
Standard approach
How a trial run (pilot) can start.
The pilot does not cover the whole process straight away. We pick a clearly defined part, set approvals and success criteria and test it with real data and the people who work with it. This approach is the same for every use case.
- Choose a processA clearly defined part of the workflow that takes up time today and can be measured.
- Clarify data and systemsWhich data, which interfaces, which permissions – and what is missing.
- Implement a defined workflowWith defined approvals and success criteria, not the whole process at once.
- Measure in real operationWith real data and the people who work with it; then expand or stop.
Related use cases
Related pages.
Frequently asked questions
Frequently asked questions: Data Insight Dashboard
Do I need new software for this?
Not necessarily. We build on your existing data sources and clarify in the pilot what can sensibly be connected.
Does the dashboard replace our existing tools?
No. The source systems remain the systems of record – the dashboard adds a shared view on top instead of replacing systems.
Who sees which figures?
You decide. Visibility and roles are defined before the pilot so that sensitive key figures stay protected.
Which companies is this use case suitable for?
Management teams and departments that base decisions on figures from several systems. This ranges from manufacturing businesses to trades and building services firms with ERP, accounting and spreadsheets side by side.
Next step
Check this task for your business.
Describe your current workflow in two sentences. We check the benefit, data situation, integration effort and risks and show whether a product, a solution building block or a custom solution makes sense.