KPI DESIGN
Metrics people can act on
We turn broad targets into measures with an owner, a threshold and a clear next step.
AI dashboard development / Devon, UK
Static reports make you a historian. Holistic AI Platform Ltd. builds live business intelligence dashboards that show the right KPI to each person, every 15 seconds.
OPERATIONS / LIVE VIEW
ORDERS
8,426
+12.8%
FILL RATE
96.4%
+4.1%
MARGIN
31.8%
-1.2%
ALERTS
07
Needs review
Revenue against plan
LAST 30 DAYSBuilt for the moment decisions happen
A managing director needs the commercial picture. A shift manager needs today’s exceptions. A finance lead needs the margin movement behind the number. One connected data model gives each person a clear view, on a laptop, tablet or phone.
01 / LIVE CONNECTIONS
We connect ERP, CRM, POS, SQL and IoT sources so yesterday’s report does not dictate today’s action.
02 / ROLE-SPECIFIC VIEWS
Permissions and layouts change with the job. Nobody has to hunt through a finance view to find a staffing issue.
03 / TOUCH-READY ACCESS
Drill into a variance on the factory floor, in a branch or before the morning briefing. PDF exports stay out of the way.
Dashboard components
Good visualisation starts with a useful question. We make every chart answer one.
KPI DESIGN
We turn broad targets into measures with an owner, a threshold and a clear next step.
AUTOMATED REPORTING
Schedule the view each team needs. Alerts arrive by email or Teams when the agreed rule is breached.
ROLE-BASED VIEWS
Keep definitions consistent while giving a commercial director and a team leader different levels of detail.
ALERTS & THRESHOLDS
SMS, email or Teams notifications flag stock, service, cash and production changes as they happen.
MOBILE ACCESS
Responsive layouts keep filters, drill-downs and context usable on smaller screens.
LIVE DATA CONNECTIONS
Connect SQL Server, PostgreSQL, REST APIs, MQTT streams and the systems already running your operation.
The working method
The people who use the numbers shape the numbers. Four practical steps keep the work grounded.
DISCOVERY WORKSHOP
We identify where a late signal costs time, stock or margin, then define the measures around those moments.
WIREFRAME & PROTOTYPE
A working layout gives your team something specific to test before engineering work gets deep.
ITERATIVE REFINEMENT
Your feedback shapes filters, labels, permissions and the detail behind every headline figure.
LAUNCH & ENABLEMENT
We support rollout, permissions and team training until the dashboard is part of the daily operating rhythm.
Integration without a rebuild
Choose a familiar BI platform, or ask for a fully branded React and Tailwind dashboard inside your portal.
Power BI
Enterprise reporting
Tableau
Visual analytics
Metabase
Team exploration
Custom React
Full brand control
API embedding available for portals, intranets and internal tools.
What changed after launch
REAL PEOPLE / DAILY DECISIONS
"We stopped waiting for the weekly stock report. The live view showed where replenishment was slipping, and our stockouts dropped 40% in the quarter after launch."
"I check the mobile dashboard before my morning briefing. It puts staffing, occupancy and service issues in one place, so the conversation starts with facts instead of recollection."
A clear starting point
Bring a sample dataset and the decisions your team needs to make. We’ll shape a working data-connected prototype you can judge on usability, clarity and fit.
Discuss your dashboardStart with the signal
Tell us which decision is currently slowed by a static report.