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Managementex-Excel

Management dashboard

Targets, margin, overdue items and cash, refreshed every night from your tools, readable on mobile and in Teams.

Replaces: monthly-report.xlsx · consolidated by hand on the 5th

Management · Power BI

Management dashboard

Monthly target96%
Margin31%
Overdue clients6
North branch104%
West branch92%
South branch78%

The problem

The monthly report takes three days of manual consolidation, lands on the 5th and nobody dares touch it. By the time a drift shows up, it is too late to react.

What the dashboard shows

  • Figures refreshed every night from your tools: sales, accounting, production, existing files.

  • Targets, margin, overdue items and cash on one screen, from group level down to a single branch.

  • Alerts sent in Teams when an indicator leaves its range.

  • Readable on mobile, shareable in meetings, exportable for your bank or your accountant.

  • One data model, shared with your applications and automations.

How it's built

In your Microsoft 365

Everything lives with you, on your Microsoft 365. Your data never leaves your environment.

The tools already included

Built with the tools already included in your Microsoft 365, from building blocks we reuse from one project to the next.

Mobile, web and Teams

Available everywhere: browser, mobile, and right inside Microsoft Teams. Offline when the field demands it.

Your usual access

Your usual Microsoft access: everyone sees what concerns them, nothing to install, nothing new to remember.

What you gain

  1. 01

    Three days of consolidation given back to the team every month.

  2. 02

    Drift becomes visible the week it appears.

  3. 03

    One version of the numbers for everyone.

Tailored, fixed price

This model, fitted to your business.At a fixed price.

We start from this model, adapt it to your processes and your brand, and deploy it in your Microsoft 365. Contracted scope, price and timeline set at scoping.

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