Use case · Management Dashboard
One Screen Instead of Five Phone Calls
All important operational information in one dashboard, produced by the work rather than compiled for a meeting.
The flow
- Work is recorded where it happens
- Metrics computed on agreed definitions
- Exceptions surfaced first
- Drill-down to the transaction
- Alerts pushed on conditions
- Daily summary generated automatically
What changes
The same work, before and after
How it works today
- The day starts by calling four people for an update
- Reports are compiled manually and are old when they arrive
- Departments count the same thing differently
- Averages hide the orders that are about to be late
- A number that was wrong once is never trusted again
How it works after
- One screen showing what shipped, what is behind and what needs a decision
- Numbers that update as work is recorded, not as reports are compiled
- One written definition per metric, applied everywhere it appears
- Exceptions at the top — the four orders at risk, not the monthly mean
- Any figure can be opened down to the documents behind it
The part people underestimate
The decisions that have to be made before any of this is built
- 01
Every metric needs a definition
On-time delivery against which date? Yield on which basis? Written down and agreed, or the dashboard becomes another thing to argue about.
- 02
Nothing manual on the dashboard
A tile fed by a spreadsheet will be stale and will discredit the tiles either side of it. If it cannot be computed from a transaction, it does not belong there yet.
- 03
Say how fresh each number is
Some data is live to the second, some to the shift. Showing which is which on the screen prevents the worst kind of error — a confident decision on a stale figure.
- 04
Different roles, different dashboards
A dashboard that suits the owner, the plant head and the sales head equally suits none of them. Shared definitions underneath, different views on top.
Management visibility
What this makes visible
- Orders: open, in production, ready, dispatched, at risk
- Production: output against plan by line and shift
- Inventory: stock, ageing, below reorder, blocked
- Purchases: pending requests, open orders, overdue receipts
- Approvals: what is waiting, with whom, for how long
- Delays: what is late, who owns it, what is blocked behind it
- Team and department performance on agreed definitions
Questions
Frequently asked questions
Still unsure whether your processes are a fit? Walk us through one of them.
Book an Operations Automation ConsultationCan you build this on our existing data?
Partly, and we will tell you which parts honestly. Where a number already comes from a transaction, quickly. Where it depends on someone compiling a sheet, a dashboard only displays that problem faster — so we fix the capture first rather than building a tile that will not be trusted.
Is it available on mobile?
Yes, designed for mobile rather than shrunk onto it. In practice owners want three things on a phone — exceptions, today's numbers and pending approvals — so that is what the mobile view leads with.
Can we get a daily summary without opening it?
Yes. A scheduled summary at a fixed time, plus alerts that fire on conditions rather than on the calendar. The dashboard is for looking; the alerts are for being told.
Keep reading
The solutions behind this workflow
Operational Dashboards
Operations management software giving owners one real-time dashboard for orders, production, inventory, approvals, delays and department performance.
Factory Management Software
Factory management software bringing production, material, manpower, maintenance, quality and dispatch into one plant-level view with alerts.
Workflow Automation
We build workflow automation for approvals, notifications, escalations and handoffs — so purchase, production and quality processes move without anyone chasing them.
Other use cases
Workflows that usually come next
Production Order Management
A confirmed sales order automatically creates the production workflow behind it.
- Sales order confirmed
- Production requirement created
- Material checked and shortages raised
- Work orders released to lines
- +3 more steps
Purchase Approval Workflow
Department request → manager approval → purchase team → vendor → receipt, with a clock on every step.
- Request raised by a department
- Routed by value and category
- Approved with context attached
- Purchase order generated
- +3 more steps
Inventory & Reorder Management
Stock movement → consumption → reorder alerts → management visibility, with no separate update task.
- Material received and put away
- Issued against a job
- Consumption recorded as work happens
- Reorder level crossed
- +2 more steps
Quality Inspection Workflow
Production completion → inspection → approval or rejection → rework, with dispatch gated on the result.
- Production reports completion
- Inspection created and assigned
- Lot held from dispatch
- Parameters recorded against the lot
- +2 more steps
Employee Task Workflow
Task assignment → status update → approval → escalation → completion, with clear ownership throughout.
- Task created or raised by a rule
- Assigned to a named owner
- Status updated by the owner
- Approval where one is needed
- +2 more steps
Next step
Your business has a process. Let's turn it into a system.
From manual workflows and disconnected departments to connected operations, automated processes and real-time visibility.