The company's figures, calculated on its own data. And action one click away.
Revenue, payments received, quotes, sites: KPIs are calculated directly on the applications' tables, with no export and no spreadsheet to rebuild. A click on a bar shows the lines behind the figure, and a dashboard button can act on the data.
- An export every Monday, pasted into a spreadsheet, formatted by hand.
- Figures that don't say where they come from.
- One dashboard per piece of software, none showing the whole picture.
- You see what is overdue, but have to open another application to act.
- KPIs are calculated on the data, up to date every time they are opened.
- A click on a bar or a cell shows the lines that make up the figure.
- Sales, invoices, sites: each team builds the dashboard it needs.
- A dashboard button acts directly: chase, approve, add.
From data to management, in five steps
A dashboard is not a document to rebuild: it is one more view of the data the team already keeps.
- 01
The data
Sales, invoices and sites are already in the company's applications. The dashboard reads them where they are.
One export per piece of software, every week.The data read at the source. - 02
The KPIs
KPIs, bars, cards: the dashboard is built for each team, with totals, averages and groupings.
A spreadsheet formatted by hand.KPIs built once, always up to date. - 03
The charts
Bars, lines, ring charts and pivot tables show trends and breakdowns, by month, by client, by status.
Charts copied into a presentation.Live charts, on the real data. - 04
The detail
A click on a bar or on a pivot table cell shows the lines that make up the figure: you always know where a number comes from.
A figure nobody can explain.Every figure, with its lines. - 05
Action
A dashboard button acts on the data: chase overdue invoices, approve, add a line. Freer calculations go in the spreadsheet view.
You see the problem, and deal with it elsewhere.See it, act on it, in the same place.
Figures that say where they come from
- A single source. KPIs read the applications' tables: no copy, no gap between two versions.
- Rights apply to the figures. Everyone sees KPIs calculated on the lines they are allowed to see.
- The detail is always there. A figure expands into its lines, in one click.
- A button acts with the person's rights. It grants no access beyond what they already have.
- The data stays with the company. On its server, not in yet another reporting tool.
Overdue · €12,400
| F-2026-0031 | SARL Moreau · €4,800 · 21 days |
|---|---|
| F-2026-0036 | Garage Petit · €3,100 · 12 days |
| F-2026-0038 | Imprimerie Lenoir · €4,500 · 6 days |
Chase overdue invoices. The dashboard button prepares a reminder for each of these invoices.
Fictitious data.
One dashboard per role, on the same data
Management, sales and operations don't look at the same figures. Each has its own view, on the same tables, with its own rights.
- Dashboards are built without touching the data.
- A pivot table is built without formulas.
- The spreadsheet is still there for free-form calculations, line by line.
Revenue, payments received, margin.
Open quotes, pipeline, follow-ups.
Sites, workload, due dates.
How to offer it to your clients
Who for
- SME owners who manage with exports and spreadsheets.
- Managers who want to see their activity without asking for a report.
- Companies already using ODESA applications.
What you sell
- Building dashboards with each team.
- The KPIs and charts that matter to the client.
- Action buttons and spreadsheet views.
- Ongoing follow-up, from ProAdmin.
Lines that work
“Your figures up to date, with no Monday export.”
“Every figure expands into its lines.”
“You see what is overdue, you chase it in one click.”
What clients ask
Do we need a separate reporting tool?
No. Dashboards are views of the ODESA applications, on their own tables.
Are the figures real-time?
They are calculated when the dashboard is opened, on the data at that moment.
Can we act from the dashboard?
Yes. A button can add a line, change one or launch an action, with the rights of the person who clicks.
What about freer calculations?
The spreadsheet view takes a table's lines and adds formulas, totals, a summary sheet and conditional formatting.
What runs this case
Are your clients still managing with exports?
Offer them this case. ProSuite provides the platform and keeps it evolving; you keep the relationship and the advice.