More than numbers.
The whole picture.
Sales, advertising and inventory in one view for a water-treatment equipment retailer.
The same business. Different answers..
Revenue lived in accounting, ad spend in advertising accounts and leads in the CRM. Weekly reporting meant exporting, matching and explaining why the totals disagreed.
A shared data model reconciles orders, returns, delivery and channel costs. The dashboard explains where a number comes from, with scheduled reports for the owner.
First, agree on
what the numbers mean.
The important design decision wasn’t the chart. It was agreeing on what counts as revenue, when an order is complete, and how returns affect margin.
Change the period. See the picture..
Switch between reporting periods. The chart and totals update together; export the underlying synthetic data as CSV.
Demo environment. All names, figures and actions here are synthetic and local to this page.
A better way
to work.
Comparable periods and channels
One definition for each metric
Scheduled reporting instead of exports
Anonymized studio case descriptions. Interface previews are reconstructed with synthetic data.
Have a similar challenge?.
Tell us what gets in the way.
We’ll help you find a clearer way forward.