Book a free consultation (opens in a new tab)

Custom Software Development / Business Intelligence Dashboar

Business Intelligence Dashboards Services

Connect your ERP, CRM, accounting, and spreadsheet data into one live dashboard. Every metric updates automatically and traces back to the system it came from.

  • 2-4 wksTypical time to a first working
  • 100%Of metrics traced back to a source
  • AutoRefresh, no manual export required
  • By RoleAccess, so every team sees what matters

Why It Matters

Decisions that wait on someone exporting a spreadsheet

A BI dashboard replaces the manual export cycle

That delay shows up as slower decisions and numbers that are already stale by the time they reach a meeting. A connected dashboard closes that gap by pulling from the same systems automatically, on a schedule nobody has to remember.

  • ERP, CRM, and spreadsheet data pulled into one place
  • No manual export and reconcile cycle before every meeting
  • Numbers stay current instead of stale by the time they are seen

A live view replaces the report built by hand

Once a dashboard is connected to your source systems, the weekly or monthly report that used to take someone a day to assemble is available on demand, and it reflects data as of now rather than as of the last manual pull.

  • Metrics update automatically as source data changes
  • One dashboard replaces several recurring manual reports
  • Every number is traceable back to its source system

From scattered data to a validated dashboard your teams use daily

  1. Map data sources

    List every system holding a number you track today, from ERP to spreadsheets.

  2. Define the metrics

    Agree on the calculation behind each metric before any screen is built.

  3. Build and connect

    Connect each source and build the dashboard views your teams will use daily.

  4. Validate against source

    Check every figure against the original system before anyone relies on it.

  5. Launch and train

    Roll out access by role and walk each team through their view.

Everything needed to run a live dashboard in production

  • Data source connections

    ERP, CRM, accounting, and spreadsheet data connected into one dashboard.

  • Role based access

    Each team sees the metrics relevant to their role, nothing more.

  • Real time refresh

    Dashboards update automatically as source data changes, with no manual refresh.

  • Custom metric calculations

    Metrics defined to match how your business actually calculates them.

  • Exportable reports

    Any view can be exported for a meeting or a stakeholder who needs a static copy.

  • Ongoing support

    Dashboards adjusted as your data sources or reporting needs change.

Why teams build dashboards with TCB Infotech

  • We start from your data, not a template

    Dashboards are built around the metrics your business actually tracks, not a generic starter pack.

  • Direct access to the people building it

    You work with the team designing the dashboard, not a relay passing along requests.

  • Built to connect to what you already run

    Your existing ERP, CRM, and accounting systems are the starting point, not a reason to replace them.

  • Validated against source data

    Every metric is checked against the original system before launch, not assumed correct.

  • Support after launch

    Dashboards get adjusted as your data sources or reporting needs change.

Business Intelligence Dashboards, answered

What is a business intelligence dashboard, and how is it different from a report?

A report is a snapshot generated at a point in time. A dashboard stays connected to your live data and updates automatically, so the numbers you see are always current rather than current as of the last export.

What data sources can feed into the dashboard?

Most dashboards pull from your ERP, CRM, accounting system, and spreadsheets used for manual tracking. We connect whatever holds the numbers that matter to your business, and consolidate them into one view.

How long does it take to launch a first dashboard?

A first working dashboard typically takes two to four weeks, depending on how many data sources need to be connected and how clean the underlying data already is.

Who can access and edit the dashboards after launch?

Access is role based, so different teams see the metrics relevant to them. Editing rights for layout and calculations can be limited to specific admins, while everyone else gets read only views.

Can dashboards connect to our existing ERP or accounting system?

Yes. Dashboards are commonly built to pull directly from an existing ERP, accounting platform, or CRM, so you are not asked to duplicate data entry anywhere.

What happens if our data structure changes later?

If a source system changes its fields or structure, we update the connection and the affected calculations so the dashboard keeps reflecting the current data accurately.

Related

The other services in this section, and related pages from TCB Infotech.

Start Seeing Your Business in Real Time

No commitment. See a working example before you decide.