RB-05The dashboard
«I find out how the month went once the month is already over.»
Ask in plain words and get the answer with its source
The day's numbers without asking anyone for them, and an assistant you ask in plain language that answers saying which document each figure comes from.
What's installed
In production: the assistant that answers citing the document, and the checks that leave a written record of whether they passed or failed. It's the youngest sheet in the catalogue and we say so: there are fewer miles on it than on RB-02, RB-03 and RB-04.
Specification
- What you get
- reports and a dashboard for your operation
- Questions
- in plain language, about your own documents
- Every answer
- cites where the figure comes from
- Reconciliation
- flags it when two systems stop matching
- When it arrives
- in the morning, without asking
the day's figures, with their source
Who else suffers from it
- Distributor
- what each route makes is known once the month is already closed.
- Industrial maintenance
- the billable hours show up when the month-end is reconciled.
- Manufacturer
- buys raw material on a hunch, not a forecast.
- Workshop
- doesn't know which jobs make money until the accountant says so.
Not for you if…
If your data lives in heads and notebooks, a dashboard will show gaps, not answers. First it has to be recorded.
If what you're after is a showpiece dashboard for meetings, there are off-the-shelf tools that do it better.
It's here on purpose. A supplier who never says no is a supplier who hasn't looked at your case.
Let's find the smallest safe place to start.
A first conversation costs nothing. Tell us what's slow, manual or fragile. We'll tell you honestly whether we fit.