Project Overview

Deegits Technology Ltd built a unified Smart Dashboard platform that aggregates live data from across a business — sales, stock, payroll, operations, and customer activity — and presents it in a single, always-current view for management. The result is a genuine single source of truth that replaces the daily ritual of pulling reports from four different systems and reconciling them in a spreadsheet.

The Challenge

Business owners and managers were making decisions based on yesterday's numbers — or last week's, depending on when someone last exported a report. Finance data lived in one system, stock in another, sales in a third. Getting a complete picture required manual effort every time, and the delay meant that problems were spotted too late to act on quickly.

The solution needed to pull from multiple data sources in real time, present information clearly for non-technical users, and be accessible on any device — from the office desktop to a phone while travelling.

Dashboard Modules

• Executive Overview — Top-level KPIs for revenue, gross margin, active customers, outstanding invoices, and operational efficiency — all on one screen, live.
• Sales & Revenue Tracking — Daily, weekly, and monthly sales charts with trend lines, comparison to prior periods, and breakdown by product, region, or team.
• Finance & Cash Flow Panel — Live view of accounts receivable, accounts payable, and cash position. Overdue invoice alerts and payment forecast.
• Stock & Inventory Widget — Real-time stock levels, fast-mover/slow-mover flags, and reorder alerts pulled directly from the inventory system.
• Customer Activity Feed — New customers, repeat purchase rates, support tickets, and satisfaction signals in one scrollable panel.
• Operational Metrics — Staff productivity, project completion rates, SLA compliance, and any custom KPIs specific to the business.
• Automated Alerts — Threshold-based notifications sent by email or SMS when a KPI moves outside an acceptable range — e.g. stock drops below minimum, or daily revenue falls under target.
• Custom Report Builder — Drag-and-drop report creator with scheduled delivery. Reports land in the inbox automatically — no manual generation required.
• Multi-Source Integration — Connects to existing Deegits systems (EPOS, invoicing, inventory) or third-party tools via API — Sage, Xero, Shopify, and more.
• Role-Based Views — Each team member sees the panels and metrics relevant to their role. The CEO sees everything; a department head sees their department; a sales rep sees their pipeline.

Outcome

Management teams using the dashboard reported that their morning reporting process — previously 45–90 minutes of pulling and reconciling data — was eliminated entirely. Decisions that previously required a meeting to assemble the right numbers could now be made on the spot, with full confidence the data was current.

Automated alerts caught two significant stock issues and one cash-flow anomaly within the first month that would previously not have been noticed until the weekly review meeting.

See a live demo of the dashboard →