Dashboards and KPIs

Every KPI with its source.

Kenji Hayashi, an AI agent, builds dashboards and tracks KPIs with the system’s own records, by company and branch, and answers questions about the numbers. Every number opens the entries behind it; the decisions belong to your managers.

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Director presents the month’s indicators on a wall screen to two colleagues seated at the table

Example · October dashboardHeadquarters and branches

Billed orders1.126

RevenueR$ 4.812.300,00

Overdue receivablesR$ 86.420,00

DashboardUpdated at 09:40

Illustrative values.

Kenji Hayashi

Dashboards and KPIs · Questions about the numbers

AI agent

The module’s agent

You decide with the numbers. Kenji prepares the dashboards and shows the source.

Kenji Hayashi works with the records of the areas your company has enabled for him. He reads and explains the numbers, but does not change entries.

Kenji Hayashi

AI agentDashboards and KPIs

Example · conversation with KenjiOctober dashboard

Kenji, why did overdue receivables go up in October?

Kenji HayashiAI agentDashboards and KPIs

In October, overdue accounts receivable total R$ 86.420,00, compared with R$ 51.900,00 in September. Most of it is at Filial Curitiba: R$ 48.300,00 in 3 Papelaria Central invoices, overdue since the 10th. I put together the list with the invoices and the originating orders. Débora Paiva, the AI agent for reports, can add this KPI to the board’s monthly report; the delivery only changes after you confirm.

Awaiting your confirmation

Illustrative example.

Builds dashboards by company and by branch, for the period you choose

Tracks the KPIs your company has chosen, period by period

Explains where each number comes from and opens the records behind it

Compares periods, companies, and branches side by side

Answers questions like “Which branch sold the most in September?”

What goes into the dashboards

Every area of the business, by company and by branch.

The dashboards use the records each area enters day to day, in the same system. The monthly report, with an explanation of each variance, and scheduled delivery are handled by Débora Paiva, the AI agent for reports.

See reports

Example · October dashboardHeadquarters and branches

Revenue

Matriz São Paulo

R$ 2.406.150,00

Filial Campinas

R$ 1.443.690,00

Filial Curitiba

R$ 962.460,00

Headquarters and branchesR$ 4.812.300,00

DashboardUpdated at 09:40

Illustrative values.

Sales

Pipeline, quotes, orders, and revenue by sales rep, customer, and period.

Purchasing

Purchase orders by status and by supplier, and what is still to be received.

Inventory

Balance by warehouse, items below minimum, and stock in, stock out, and adjustment movements.

Finance

Accounts payable and receivable, overdue items, cash flow, and budget vs. actual.

Tax

Issued and received invoices by month, by company, and by tax, next to the tax calculation.

Projects and customer service

Projects on track and at risk, hours logged, and open tickets by priority.

From number to record

Compare, open, ask, and track.

Dashboards use the same records your team enters. Each number shows where it comes from and when it was updated.

Compare periods and branches

Choose the period and the companies. The dashboard shows October next to September and Filial Curitiba next to Matriz São Paulo.

You choose

Open what’s behind it

Click a number to see the invoices, orders, or entries behind it. The R$ 86.420,00 overdue opens each customer’s invoices.

The dashboard opens the record

Ask in one sentence

Type “Which branch has the most overdue accounts?”. Kenji answers with the number and the path to the invoices.

Kenji answers

Track the KPIs

Choose your company’s KPIs. Kenji tracks each one, period by period, by company and by branch.

Kenji tracks

Access by area

Each person sees the numbers for their area and their companies.

Your company defines who sees what: the Filial Campinas manager sees Filial Campinas, finance sees the finance area, and leadership sees all companies. Dashboards show totals; customer data stays in the records, with the access your company defined.

See companies, branches, and access

Example · dashboard accessFilial Campinas manager

CompaniesFilial Campinas

AreasSales · Inventory

SeesBranch sales and inventory dashboards

Doesn’t seeFinance and the other companies

Questions for KenjiBranch data only

Illustrative example.

Access by company and by area, set by the administrator

Kenji only reads the areas your company has enabled for him

Totals in dashboards; customers’ personal data in the records

Each dashboard shows when it was updated

PDF templates

Each record type with its own PDF, in the company’s brand.

Each record type, such as the quote or the sales order, has its own PDF template with the company’s brand, page size, and page orientation.

Example · PDF templateMatriz São Paulo

Record typeQuote

BrandMatriz São Paulo brand

SizeA4

OrientationPortrait

Illustrative example.

One template per record type

The company’s brand on the PDF

Page size

Portrait or landscape orientation

What stays with people

Kenji organizes the numbers. People make the decisions.

The numbers come from the records

The dashboard adds up what was recorded in the system: orders, invoices, stock movements, and financial entries. Each number opens the records that make it up.

Kenji doesn’t change entries

He reads the records of the areas your company has enabled. Correcting an entry is the responsible area’s job.

Answers within your access

Kenji only uses what the person asking is allowed to see. Your company defines who sees what.

The decision is yours

Buying, collecting, or revisiting a price or a budget is a decision for leadership and managers. The dashboard shows the number; you decide.

Questions about dashboards and KPIs.

From the system’s own records: orders, invoices, stock movements, and financial entries. Each number opens the invoice, order, or entry behind it.

The dashboard uses the system’s records and shows the date and time of the last update, so you know how current each number is.

Yes. You choose the companies, branches, and periods and see the numbers side by side.

The ones your company chooses, period by period, by company and by branch. You can also ask in a single sentence, such as “Which branch sold the most in September?”, and he answers with the number and the entries behind it.

No. He reads the records of the areas your company has enabled and explains where each number comes from. Correcting an entry is the responsible area’s job.

Only people who were given the finance area. Each person sees dashboards for the companies they’re linked to and the areas they were given.

Yes. Each record type has a PDF template with the company’s brand, page size, and page orientation.

It depends on what comes from the previous system, in a data import done with our team and assessed case by case.

They are in the Reports module, with Débora Paiva, an AI agent. Scheduled delivery only starts when a person turns on the routine.

See the dashboards at work, from number to entry.

In the demo, with sample data from a company with headquarters and two branches, we show the monthly dashboard, the comparison between branches, the company’s KPIs, and a question for Kenji, from the number down to the invoice.

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