Executive view
Connected information from multiple areas in one place.
Monthly revenue$84.2k+12.4%
Operating margin28.6%+2.1 pts
Active orders12618 priority orders
Operational alerts73 require action
Monthly performance
Intelligent summary
The platform turns operational data into suggested actions.
- 3 clients need follow-up.
- 2 products are below minimum stock.
- Margin improved by 2.1 points.
- 4 invoices are due soon.
Clients
Consolidated history, tags, value, and activity.
| Client | Segment | 12-month value | Health | Last activity |
|---|---|---|---|---|
| Grupo Delta | Corporate | $28,400 | High | Today |
| Nova Retail | Retail | $19,800 | Medium | Yesterday |
| Andina Pro | Distributor | $33,200 | High | 2 days ago |
Sales
Opportunities, orders, and channel performance.
Pipeline$132k41 opportunities
Closed$47.6k+9.8%
Conversion34%+3 pts
Ticket$3.4kaverage
Funnel
Lead 86→Qualified 51→Proposal 29→Negotiation 14→Won 9
Inventory
Stock, movements, and alerts connected to sales and purchasing.
| Product | SKU | Stock | Minimum | Status |
|---|---|---|---|---|
| Sensor LX | SLX-240 | 8 | 12 | Below minimum |
| Kit Pro | KPR-110 | 37 | 15 | Normal |
| Module X2 | MX2-410 | 6 | 10 | Below minimum |
Finance
Management view, not formal accounting.
Revenue$84.2kCurrent month
Expenses$60.1kCurrent month
Net result$24.1k28.6% margin
Accounts receivable$17.8k4 due soon
Team
Role-based access and activity traceability.
| User | Role | Area | Status | Last access |
|---|---|---|---|---|
| Lucía Vega | Management | Executive | Active | Now |
| Diego Mena | Manager | Sales | Active | 10 min |
| Sofía León | Analyst | Finance | Active | 35 min |
Automations
Rules that connect events to actions to reduce repetitive work.
Low stock
If stock < minimum → create a purchasing alert.
Client without follow-up
After 5 days → assign a sales task.
Upcoming invoice
48 hours before → notify the owner.
Reports
Cross-functional metrics.
Sales by channel
Direct54%
Partners28%
Digital18%
Profitability
Services34%
Equipment26%
Support19%
Operations
Orders on time93%
Incidents2.8%
NPS71