Dashboards and KPIs
Dashboards that tell you how the month is going, today.
Targets with daily pace, month-end forecast, funnel, CAC and ROAS. And every number shows which data it comes from, so you can trust it.
Why reports don't help you decide
- You find out how the month went once it's already over.
- Each area has its own spreadsheet and the numbers don't match.
- Building the report takes hours of copy and paste.
- You don't know what it costs to land a client or which ad brings in sales.
What we build
- Monthly target, collected to date and the daily pace needed to hit it.
- Month-end forecast based on today's real data.
- Sales funnel: new, qualified, calls and closed deals.
- CAC, ROAS and ROI by channel and campaign.
- Real net profit, after commissions and taxes.
- Cross-checked data so every screen tells the same story.
Real case
Industrial manufacturer in Mexico
Production orders with priorities and alerts, WhatsApp support, operations KPI dashboards and the company website.
How we do it
- Discovery. We look at how your team works today, with which tools, and where time or money gets lost.
- Written scope. You get what we'll build, in which stages and what's left out.
- Short stages. We build with AI assistance and human review, and you sign off on every round.
- Audit before delivery. We test with real data loaded, flow by flow and role by role.
Frequently asked questions
Can dashboards be built on the tools I already use?
Yes. We can pull data from your CRM, spreadsheets, payment providers or ads. If the data is messy, we clean it up first.
How is this different from Looker Studio or Power BI?
Those tools show whatever you feed them. We also build the system that generates the data and audit that every number matches across screens, which is where dashboards usually fail.
Contact
Tell us what you need to organize
We reply with specific questions and, if it makes sense, a proposal with a written scope.
We sign the non-disclosure agreement before we see a single piece of data.
Who’s on the other side? Meet the SAFIA team