Management Dashboards

One agreed set of numbers, visible to the people accountable for them.

Integrations

ERP
CRM
1C
Google Workspace
Microsoft 365
REST API

The task

Management reporting is assembled by hand from several systems, arrives late, and is disputed on arrival because each department calculates the same metric differently.

What it works from

CRM, ERP and accounting system data
Product or operational database records
Agreed metric definitions, written down once
Targets and thresholds per team

The automated workflow

Metric definitions are agreed with the people who use them, and recorded as the reference.
Data is collected on a schedule with validation and freshness checks.
Metrics are computed once, in one place, from those definitions.
Dashboards render per role, showing each manager what they are accountable for.
Threshold breaches and anomalies raise an alert when they happen.
Scheduled summaries are delivered to the channel each team already uses.

Where a human stays in control

Definitions are owned by the business, versioned, and changed deliberately.
Where a figure is estimated, incomplete or stale, the interface says so on the tile.
Every number can be drilled into down to its source records.
Alert thresholds are configured by the team that receives them.

Integrations

ERP
Orders, inventory and finance records synchronised through a validated adapter rather than a nightly spreadsheet.
CRM
Read and write deals, contacts and activities so qualified enquiries land where sales already works.
1C
Exchange with 1C configurations through supported interfaces, with reconciliation and a quarantine for bad records.
Google Workspace
Sign-in, Drive, Sheets and Calendar as data sources and destinations for automated workflows.
Microsoft 365
Identity, mail, calendars and document libraries, with permissions respected rather than bypassed.
REST API
Documented, versioned and authenticated endpoints — both consuming yours and exposing ours.

Expected effect

Described qualitatively. Actual impact depends on your volumes, data quality and process discipline.

Meetings start from an agreed number rather than a reconciliation argument.
Reporting stops consuming a person-week each month.
Problems surface when they occur instead of at period close.
Analysts spend their time on analysis rather than assembly.

Limits and what this does not do

It cannot resolve a disagreement about what a metric should mean. That is a business decision, and the project stalls without it.
Dashboard quality is bounded by source data quality; bad inputs are made visible, not fixed.
A dashboard nobody has agreed to use will not change any decisions.