A dashboard for the manager
What to do when the reports arrive but still do not show where the process is slowing down.
Context
The manager was getting reports from the CRM, spreadsheets and manual exports. The numbers disagreed, and problem areas became visible late.
Problem
The reports showed the outcome but did not help work out where exactly the process slowed down or what to do next.
Approach
Aivex started from management questions: which decisions the dashboard has to support, which metrics matter and where the data comes from.
Solution
- defined the key metrics
- described the sources and calculation rules
- connected the CRM and the spreadsheets
- built a dashboard covering requests, statuses and problem areas
- added filters and levels of detail
Result
The manager got a single picture of the process without assembling reports by hand, and started seeing the bottlenecks sooner.
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