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Scale — Business Intelligence

Stop asking someone to pull the numbers.

Dashboards built on your actual business data — sales, finance, operations — so leadership sees what's happening now, not a report someone compiled last week.

If a number takes a Slack message and twenty minutes, it's not intelligence. It's a favor.

Most businesses have the data — it's just locked in an ERP report, a finance spreadsheet, and someone's memory of last month's numbers. Business intelligence isn't about collecting more data. It's about making the data you already have visible, in real time, to the people who need to act on it.

01
Built on data you already have. Consolidated from your ERP, CRM, and finance systems — not a new data-entry process nobody will keep up.
02
Different dashboards for different people. An executive summary and a department-level operational view aren't the same screen — each role sees what's relevant to them.
03
Updated on its own, not compiled by hand. Data refreshes automatically, so "as of when?" stops being a question anyone has to ask.
Executive Dashboards
The 30-second view.

High-level KPIs leadership can check at a glance, without digging through department reports.

Department Reporting
Sales, finance, ops — separately.

Operational dashboards built for the team actually running each function day to day.

Data Consolidation
One source, not five.

ERP, CRM, and spreadsheet data pulled into a single consistent reporting layer.

Typically four to six weeks, depending on how many data sources are involved.

Dashboards built entirely on Odoo data are faster than ones consolidating several disconnected systems — the range below covers most engagements.

Week 1

Data Audit & KPIs

What data actually exists, where it lives, and which metrics genuinely matter to each audience.

Weeks 2–3

Data Consolidation

Sources connected into a single reporting layer — ERP, CRM, and any spreadsheet data that still matters.

Weeks 4–5

Dashboard Build

Executive and department-level dashboards built and reviewed with the actual people who'll use them.

Week 6

Training & Handover

A walkthrough so your team knows how to read the dashboards, not just where to find them.

What's actually built.

Dashboards your team checks daily — not a one-time report that goes stale the week after delivery.

  • Executive KPI dashboard
  • Department-level dashboards (sales, finance, ops)
  • Data consolidation from ERP/CRM/other sources
  • Automated data refresh
  • Role-based dashboard access
  • Custom report builder training
  • Mobile-accessible views
  • Documentation & handover
Built On Real Reporting Tools

Dashboards built on standard tooling, not a proprietary lock-in.

Your team can extend or edit these dashboards later without depending on us for every new metric.

Odoo Dashboards Power BI Looker Studio Odoo Spreadsheets Custom SQL Reporting

Before you ask, you might wonder…

Performance Analytics is scoped to marketing — ad spend, conversions, channel attribution. Business Intelligence covers the whole business: sales, finance, operations, and inventory reporting, often pulling from your ERP rather than marketing platforms.

It's a stronger starting point since it centralizes most business data already, but dashboards can also consolidate data from other ERPs, CRMs, or spreadsheets — decided during the data audit.

Depends on the data source and what's actually useful — some metrics genuinely need real-time refresh, others are fine updating daily or hourly. This is scoped per dashboard, not assumed to all be identical.

Yes — role-based access is standard, so a department head sees their operational view and leadership sees the executive summary, without either seeing data outside their remit.

Yes — training on the report builder is part of the handover, specifically so you're not dependent on us for every new metric someone asks for down the line.

Give leadership a number they can trust, on demand.

Free 30-minute discovery call. Tell us what report takes the longest to pull together right now.