Management Cockpits
Revenue, margin and cash at a glance – updated daily instead of once a month.
We build a central executive cockpit that automatically pulls key metrics from ERP, CRM and finance systems. Leadership always sees the current status instead of waiting for manually compiled monthly reports.
- Faster decisions thanks to daily-fresh figures.
- Fewer arguments about which number is correct.
- Early warning when results deviate from plan.
time spent building reports
instead of monthly data
more KPIs actually used
of truth for all figures
The business case weighs monthly reporting hours saved against platform costs.
- 01
KPI workshop
We clarify with leadership which figures are actually relevant for steering.
- 02
Data connection
ERP, CRM and finance systems are connected to a shared data base.
- 03
Cockpit design
We design dashboards that are clear at a glance, not a graveyard of numbers.
- 04
Pilot phase
A leadership group tests the cockpit in daily use and gives feedback for fine-tuning.
- 05
Rollout & training
The cockpit is rolled out company-wide with active adoption support.
Steps
Data sources
Stakeholders
From first data access to production – every step delivers a tangible interim result.
ERP data
Revenue, cost and inventory data from SAP or comparable systems.
Financial accounting
Account data from SAP FI/CO or DATEV for cash and P&L figures.
CRM data
Sales pipeline and order intake from Salesforce or HubSpot.
HR data
Headcount, utilization and turnover from the HR system.
Budget figures
Budget and forecast values from Excel or the planning tool.
Market data
External benchmarks and industry figures for comparison.
Executive management
Steers the company with current instead of stale figures.
Controlling
No longer builds reports manually in Excel.
Sales leadership
Sees pipeline and target achievement without asking the sales team.
IT
Operates one platform instead of scattered Excel reports.
Faster decisions thanks to daily-fresh figures.
Fewer arguments about which number is correct.
Early warning when results deviate from plan.
Less manual report building in controlling.
A shared understanding of the numbers across departments.
With a solid data foundation this use case gets faster, cheaper and far more stable.
Central data models prevent conflicting KPI definitions.
Automated connectivity removes manual Excel exports.
Governance ensures traceability for every KPI.
A scalable architecture allows adding new areas later.
KPI framework
Uses the same KPI definitions as the company-wide KPI framework.
Planning & forecast
Plan-vs-actual comparisons can be added directly to the cockpit.
Self-service BI
Departments can build their own detailed analyses on the same data.
Finance & Controlling Reporting
Month-end close and cost-center reports without an Excel marathon at the start of the month.
Sales & CRM Analytics
Make pipeline, forecast and customer potential visible instead of guessing in the CRM.
Production & OEE Reporting
Availability, quality and performance as a metric instead of gut feeling.