Dashboards built into the operating platform
A native reporting module with a dashboard library, no-code card builder, shared filters and model-specific freshness.
Built in my employed role ยท Demonstration data
The issue
The old reporting platform was a separate tool, bolted on beside the operating platform. It exposed too much technical complexity and made it hard to prove that every number meant the same thing.
Why it mattered
People need a figure they can use in a meeting without first finding the one person who knows the query. Slow or unclear reporting sends teams back to manual exports.
What I built
A dashboard and reporting module with curated models, a dashboard library, card builder, shared filters, freshness reporting, exports and a plain-English starting point for supported questions.
How it works
The user chooses a model, measure, period and breakdown, or starts with a recognised plain-English question. The builder previews the result and reports freshness for the model behind each card.
Outcome
The module is built and available on its direct route. It is intentionally hidden from the main navigation while live ERP connectivity, permissions and reconciliation are completed. Money owed and CRM models can answer from current internal stores; ERP-backed sales still needs the read-only lake connection and verification.
Privacy: Current product UI is shown with a synthetic portfolio dataset. No live customer, company or financial records are included.
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