AI CEO Dashboard
Most owners still piece the picture together from four reports, two spreadsheets and a phone call.
Why It Matters
Sales quotes one number, finance quotes another, and the plant has a third. The dashboard reads all of them from the source systems, so the review starts with agreed figures instead of an argument about whose sheet is right.
A margin drop, a customer who stopped ordering, or a job running over cost is cheap to fix early and expensive to fix in hindsight. The dashboard watches those movements as they happen and puts them in front of you while there is still time to act.
We connect your ERP, accounting software, CRM, production system and the spreadsheets that are still part of the process, then match customers, items and cost heads so a figure means the same thing wherever it came from.
The owner sees the full picture across sales, cash, margin and plant. A sales head sees pipeline, orders and collections for their region. Sensitive figures such as cash position, salary cost or customer-level margin stay with the people who should see them.
The AI watches your numbers for movements that matter, explains the likely reason with the supporting figures, and answers typed questions such as which customers slowed down this quarter. You decide what to do with the answer, and you can always see the records behind it.
Revenue by month, customer, product and region, with the confirmed order book sitting behind it.
Cash in hand, expected inflow, ageing of what customers owe you, and who is slipping.
Gross and net margin by product, customer and order, so you see where profit is really made.
Stock value, cover in days, slow-moving items, and the money sitting still on your shelves.
Plan against actual output, delays, rejections, and orders at risk of missing their date.
Headcount, attendance, cost per department, and how each cost centre tracks against budget.
We sit with you and list the figures you actually decide on, and how each one is defined.
We link your ERP, accounts, CRM, plant and any spreadsheets that still hold real data.
We reconcile customer, item and cost data so one figure means the same thing everywhere.
We lay out the dashboard by role, so you and each head see what belongs to them.
The AI watches movements, explains changes and answers questions you type in plain language.
Visibility instead of monthly
To answer a business question
Surprises at month-end
Review meetings
Warning on margin and cash
Agreed set of numbers
We build and run ERP, so we read your live tables correctly instead of guessing at exports.
Margin, order book and cover mean what your business says they mean, not a template default.
We use the approach that fits your data, so you are not tied to one tool or one vendor.
Every tile drills to the underlying records, so a figure can always be checked before you act.
Sensitive figures stay with the people who should see them, department by department.
It is a single live screen that pulls the numbers a business owner actually runs on, such as sales, cash, order book, margin, stock and production, out of your existing systems. The AI part watches those numbers, tells you what changed and why, and brings the exceptions that need a decision to the top instead of waiting for you to go looking.
Standard reports show one function at a time and only when someone runs them. The dashboard brings sales, finance, stock and operations onto one screen, keeps it current, and adds a layer that flags the movements worth looking at. You stop assembling the picture yourself every Monday.
Any system that can expose its data: your ERP, accounting software, CRM, production or attendance systems, and spreadsheets that are still part of the process. We connect to what you run today rather than asking you to replace it.
Yes. You can ask things like which customers dropped this quarter, or where margin fell last month, and get an answer with the numbers behind it. The answer always shows the source figures so you can check it before acting.
Access is set by role. The owner or managing director sees the full picture, and department heads see their own area. Sensitive figures such as cash, salary cost or customer margin can be limited to specific people.
A first working dashboard usually takes three to six weeks, depending on how many systems we connect and how clean the underlying data is. We start with the handful of numbers you check most and add the rest once those are trusted.
Related
The other services in this section, and related pages from TCB Infotech.
No commitment. A practical look at what your data can already show you.
