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Finance · Dashboard · Standard package

KPI / MIS Dashboard

Live business KPI tracker — goals vs actuals, department scorecards and board-ready reporting refreshed monthly.

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A guided session with our team.

Video demo coming soon
Gross margin
38.4%
Illustrative preview · sample data

How it works

  1. 1Business goals and KPIs mapped per department
  2. 2Live dashboard built in Power BI / Looker Studio / Google Sheets
  3. 3Board-ready report assembled with auto-drafted commentary

What you receive

  • Live KPI dashboard (refreshed monthly)
  • Department scorecard per function
  • Monthly board report with variance commentary
  • Goal-tracking heatmap
Tools and connections

Works around the tools you already use

7 tools listed for this solution
Your tools
  • Power BI
  • Looker Studio
  • Google Sheets
  • Zoho Analytics
  • Tally
  • Zoho CRM
  • HubSpot
How they connect
  • Direct connection, where the tool allows it
  • Regular import or export of files
  • Assisted workflow your team runs

The method for each tool is confirmed during scoping. Logos don’t imply a partnership or a ready-made connector.

Full workflow · 5 steps
  1. 01Business goals and KPIs mapped per department
  2. 02Data sources connected (ERP + CRM + ops tools)
  3. 03Live dashboard built in Power BI / Looker Studio / Google Sheets
  4. 04Monthly actuals auto-pulled and compared against targets
  5. 05Board-ready report assembled with auto-drafted commentary
Everything included · 5 deliverables
  • Live KPI dashboard (refreshed monthly)
  • Department scorecard per function
  • Monthly board report with variance commentary
  • Goal-tracking heatmap
  • Quarterly KPI and metric refresh
What we’ll need from you
  • Business goals and KPIs mapped per department
  • Access to the relevant tools and a sample of real data
  • A named owner on your team to review outputs
Human review

Your team reviews outputs before they are used, filed or sent. Exceptions are flagged for a person to decide.

Delivery and support
Package
Standard · price shared on enquiry
Tentative build time
3–4 weeks, confirmed after your demo
Maintenance & support
Email + WhatsApp within 4h, in your SUITE AI Workspace
Billing
One-time build fee plus monthly maintenance in your SUITE AI Workspace
Availability
Built and scoped for each business — not an off-the-shelf product.

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