Finance and profitability
Track revenue, costs, margin, budget and actuals. Compare companies, locations or business areas using the dimensions available in your financial data.
Custom dashboards
See what matters. To your business.
A dashboard should make decisions easier. We create clear, interactive views for finance, sales, marketing and operations – with your metrics, your design and the right level of detail.
pvbcBusiness intelligenceVB
SAMPLE DATA · WEEK 24
From data to insight.
Revenue over timeIllustration
JANJUNDEC
AI summary with sources
See the change. Check the evidence. Explore further.
- The right information for each role
- Shared, understandable metrics
- From overview to relevant detail
Sound familiar?
An overview that takes you further.
Standard reports often show plenty of numbers without answering your question. Why did margin change? Which unit needs attention? How does the forecast compare with budget? Finding out should not require a new spreadsheet every time.
We start with users' decisions and define what each measure means. Then we build views where you can filter, compare periods and move from an overview to relevant detail, with visible data sources and update times.
From need to solution
What we can build together.
A thoughtful tool starts with your business. These are some of the things we can help with.
Sales and the customer journey
Connect pipeline, won deals, orders and invoicing. Understand sales performance and conversion with clear definitions for every stage.
Marketing and customer experience
Compare ad spend, web traffic, leads and rating trends. Display attributed results separately from other associations so the numbers can be interpreted correctly.
Your way of measuring performance
Customise design, filters, targets, comparisons and permissions. Bring several companies or locations into one overview and give each team its own perspective.
Practical examples
Questions we can build answers to.
Illustrative solutions. Data availability, permissions and connections are assessed for each project.
Which locations are moving away from budget?
Compare monthly actuals, cost categories and margin. Move between the group overview and individual locations while keeping consistent definitions.
How are sales and customer contact developing?
Follow pipeline, order book and available call statistics in one view. Compare periods and teams without treating a call as a completed deal.
Which campaigns bring relevant business opportunities?
Combine spend, recorded leads and deal status. Compare channels with documented attribution rules and make tracking gaps visible.
A clear way of working
Close communication. Clear delivery.
You should know what we are building, why we are building it and what happens next.
- 01
Understand
We start with your key questions and map the data sources, access and metrics.
- 02
Define
We define the first dashboard or report. You receive a clear proposal covering scope and price.
- 03
Build together
We connect the data, validate calculations and build views for you to try throughout the project.
- 04
Handover & follow-up
We plan onboarding, data checks and maintenance. New questions can shape the next step in your BI solution.
Good to know
Questions before the first step.
Every business is different. We help you work out what makes sense for yours.
Ask your questionDo you build custom dashboards or use Power BI?
Both are possible. A custom dashboard offers flexibility in interface and features. An established BI tool can work well if you already have licences, expertise and maintenance in place. Your needs and overall scope guide the choice.
How often does a dashboard update?
We agree this for each source and requirement. Some data can refresh frequently; other sources may update overnight or when an export arrives. API limits, cost and data quality influence the design. The latest update should always be visible.
Can different people see different information?
Yes. We design permissions around your roles, companies and locations. Management might have a group overview while each local manager or team sees a defined subset.
Start with a conversation
Talk to ViktorWhat would make the biggest difference?
Tell us which systems you use and what you want to understand better. We will help you define a concrete first BI project.