Understand the indicators
We agree metric definitions and how each figure is calculated from your sources, helping everyone on the team interpret the same numbers.
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Operations and management information
Business dashboards and reports
Dashboards bring together sales, projects and other indicators, helping you check business figures and prepare meetings without collecting exports again.
The problem to solve
Reports depend on manual exports; figures arrive late and do not show when a source stopped updating.
How this solution helps
We build dashboards and reports that bring together the figures you need to manage your business. Leaders can check sales, projects or other indicators without preparing another spreadsheet for each meeting. ARCANEX connects the data and checks the calculations; the dashboard shows when the information was last updated.
Who it is for Management and team leaders.
What changes day to day
- View business figures in one dashboard.
- See when data was last updated.
- Receive summaries to prepare meetings.
What the solution does
View the business
The dashboard brings together chosen indicators with filters, helping answer the questions that come up in your regular management meetings.
See the latest update
Updates show when data was refreshed and whether the source is working, helping your team spot figures that have become outdated.
Receive summaries
Scheduled summaries gather key figures and items needing attention at the agreed frequency, helping staff prepare decisions without collecting exports again.
Find what needs attention
The dashboard highlights exceptions and respects each person's access, helping the right owners find issues that deserve a closer look.
In practice
A summary of opportunities without a next action
Sales management is preparing a weekly meeting. The records are already in the CRM, but staff export separate spreadsheets to identify open deals that still need an assigned follow-up task.
Illustrative example of the proposed workflow. It does not represent a delivered project or customer results.
- The situation
Management question: “Which proposals from this month are still open without an assigned follow-up task?”
- What the solution does
The dashboard uses CRM stages and tasks, applies the agreed period and displays matching opportunities. The summary includes the update date and the owners of those opportunities.
- The result
Management receives the proposals needing follow-up and the salespeople responsible. The update date helps it see whether the figures are current.
Getting started is simple
Tell us which questions you want to answer about the business. ARCANEX connects the necessary data, prepares a first dashboard and shows you how to read indicators and summaries.
Request a proposalOperations and management information
Questions about this offer
Which indicators can we monitor?
We can bring together sales, projects, customer retention or budget figures. We choose indicators according to your questions and the available data.
Is the data real time?
Not always. Frequency depends on connected tools; we agree updates and show when the latest information was received.
Does the report decide for the team?
No. The report shows figures and items needing attention. The responsible people continue to make the decisions.
Discovery conversation
Tell us your goal
Describe your company’s project or challenge. The form prepares an email draft for you to review and send; it has not sent the message.