KPI dashboards, reports that send themselves every morning, week or month, and alerts the moment a number moves — in Power BI, Tableau, Looker Studio or a custom web dashboard. Everyone sees the same figures, and nobody rebuilds a spreadsheet for Monday's meeting.
| 周 | 8 Jun | 15 Jun | 22 Jun | 29 Jun | 6 Jul | 13 Jul | 20 Jul | 27 Jul | 3 Aug | 10 Aug | 17 Aug | 24 Aug |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 销售额 | 182 | 176 | 191 | 205 | 198 | 187 | 214 | 226 | 219 | 208 | 231 | 244 |
| 目标 | 210 | 210 | 210 | 210 | 210 | 210 | 210 | 210 | 210 | 210 | 210 | 210 |
| 分行 | 本月销售额 (RM '000) |
|---|---|
| Kuala Lumpur | 412 |
| Penang | 268 |
| Johor Bahru | 241 |
| Ipoh | 156 |
| Kuching | 118 |
This sample is a custom web dashboard — the same result can be built in Power BI, Tableau or Looker Studio on your own data.
Sales, finance and the branches stop quoting different numbers for the same thing. The dashboard reads the source systems directly, so the argument is about decisions, not about whose spreadsheet is right.
Each KPI shows its target, its trend and who owns it. A stakeholder who opens it for ten seconds leaves knowing whether things are on track.
The daily 7am sales summary, the Monday management pack and the month-end board report are generated and delivered on schedule — by email, WhatsApp or Teams — instead of assembled by hand.
Stock below its reorder point, a receivable past 60 days, a branch 20% down on last week, a lab result out of range: the right person gets a message within minutes, not at the month-end review.
The owner sees the summary, each manager sees their own branch or team, the board sees the monthly picture — from one dashboard, with access controlled per person.
Click a figure to see the orders, customers or samples behind it. Questions that used to mean "let me get back to you" are answered in the meeting.
A dashboard nobody opens is wallpaper. The schedule and the alerts are what make it part of the week.
| 时间 | 对象 | 收到什么 |
|---|---|---|
| 实时 / 每小时 | 营运 | Orders waiting, dispatch status, machine or sensor readings, website and chatbot activity |
| 每天 7:00 | 老板、销售主管 | Yesterday's sales and cash, stock alerts, overdue follow-ups — to WhatsApp before the day starts |
| 每周一 | 经理 | Sales vs target by branch and rep, margin, receivables ageing, top and bottom products |
| 每月 1 日 | 董事会、投资者 | KPIs against the plan, trends, commentary — a PDF pack generated from the same numbers |
| 触发时 | 该 KPI 负责人 | A threshold crossed, an unusual drop or spike, a missed SLA — one message, to one person, with a link to the detail |
They sit in the accounting system, the POS, the CRM, the lab instruments and a dozen spreadsheets. The work is joining them, and deciding which few matter.
The tool matters less than the question. We pick by who will look at it, how many of them, and what you already pay for.
| 工具 | 最适合 | 须知 |
|---|---|---|
| Power BI | Organisations already on Microsoft 365 | Strong modelling, email subscriptions and data alerts built in. Each viewer needs a licence. |
| Tableau | Deep, exploratory analysis | The best at slicing data freely. Higher per-user cost; worth it when analysts live in it. |
| Looker Studio | Marketing and Google data | Free, native to Google Sheets, GA4 and Ads, shareable by link. Lighter on modelling. |
| Metabase / Superset | Many viewers, no per-seat fees | Open source on your own server: pay for hosting, not for every person who looks. |
| Custom web (React / HTML) | Branded, embedded or customer-facing | Lives inside your website or portal, unlimited viewers, and can include actions — approve, reorder, reply — not just charts. The sample on this page is one. |
Which decisions will this support? We agree 5–12 KPIs, each with a formula, a target, an owner and a refresh rhythm, before any chart is drawn.
Connect the sources — accounting, POS, CRM, spreadsheets, e-commerce — and clean them into one model that refreshes on schedule.
A working first version on your real data within about a week, reviewed with the people who will use it.
Thresholds, recipients and delivery times set up and tested: daily, weekly, monthly and on-trigger.
A KPI dictionary, access set per person, and a session so your team can change it without us.
A single-page dashboard on one data source in Looker Studio or Power BI, with a weekly emailed snapshot.
5 个工作日
开始Several sources joined into one model, three pages, scheduled reports, alerts and a view for each manager.
10 个工作日
开始A React or HTML dashboard inside your own website or portal — for customers, franchisees or a whole organisation — with actions, not just charts.
按报价
索取报价仪表盘维护 — RM 350 每月: Refresh monitoring, fixes when a source system changes, and two small changes a month. Cancel any time. 加购维护 →
Built-in reports show one system's view, usually as tables you export and rearrange. A dashboard joins the systems — sales, stock, receivables, marketing — keeps the history, shows targets and trends, and sends itself to the people who need it. If your built-in reports already answer the questions you ask every week, we will say so.
Mostly it depends on who will look at it. A handful of managers on Microsoft 365: Power BI. Marketing and Google data: Looker Studio, which is free. Dozens or hundreds of viewers, customers or franchisees: a custom web or open-source dashboard, because per-seat licences add up. We recommend in the KPI workshop, before anything is built.
As often as the decision needs and the source allows — from every few minutes for operations to once a night for most management dashboards. Faster is not always better: a figure that changes all day can be harder to act on.
Access is set per person and per page, the data stays in your own accounts (your Microsoft or Google tenant, or your own server), and we agree in writing what the dashboard can read. We work under NDA as standard.
Tell us, and where they live today. We will sketch the dashboard on the first call — free.
帮我画出仪表盘仅提供快速解答。联系表单由真人回复。
