Custom Dashboard
One reconciled view of pipeline, delivery and revenue.
- Modules
- 6
- Journey steps
- 4
- Integrations
- 4
- Indicative build
- 4–8 weeks
How to read this page: Concept specification: this page documents a system TECH360 can build. It is not a delivered client project, a verified case study, a working demonstration or a measured outcome.
B · Problem & target users
What this system is designed to replace
- Pipeline, delivery and revenue are reported from three different spreadsheets.
- Definitions of the same metric differ between reports.
- Nobody can trace a dashboard number back to its source rows.
Target users
- Executives
- Department leads
- Analysts
C · Objectives & intended benefits
Design intent, not measured outcomes
- Define each metric once with an owner and a formula.
- Refresh from source systems on a schedule with recorded lineage.
- Drill from a summary figure to the underlying records.
These are goals the build is designed to serve. No efficiency, revenue or conversion result is claimed.
D · Product overview
What the system is, and where it runs
A business intelligence dashboard built on the operational database: KPI tiles, cohort and funnel charts, scheduled summaries, and drill-down into the underlying records.
Executive view
Summary metrics with trend and variance.
Analyst workspace
Definitions, lineage and drill-through.
Scheduled export
Consistent snapshots for offline reporting.
Platforms listed describe the intended build. A specific engagement may narrow or extend them after scope approval.
E · Module inventory
Modules in the specification
- KPI tile engine
- Time-series and funnel charts
- Scheduled email summaries
- Drill-down to source records
- Access-scoped reporting
- Export (CSV / PDF)
Capabilities the system is designed to provide
- Report on the same records the team operates, not a stale export
- Scope every chart to the viewer’s role
- Schedule a summary to leadership on a fixed cadence
- Drill from a number to the rows behind it
F · Screen gallery
No verified product screenshots for this concept
This project has not been built, so there are no application screenshots to show. The image on this page is a generated concept visual, not a capture of working software. Presenting it as a product screenshot would misrepresent the system, so this section says so explicitly.
G · User journey
The intended path through the system
Step 1
Define
A metric is registered with formula, owner and grain.
Step 2
Ingest
Source data lands on schedule with row counts recorded.
Step 3
Compute
Metrics are computed and compared to the prior snapshot.
Step 4
Explore
A reader drills from the figure to contributing rows.
H · Roles & permissions
Who can do what
| Role | Access boundary |
|---|---|
| Executive | Summary metrics for permitted departments. |
| Analyst | Definitions, lineage and drill-through. |
| Data steward | Metric definitions and refresh schedules. |
I · Architecture & API
Service boundary and HTTP surface
| Endpoint | Purpose |
|---|---|
| GET /api/metrics | Metric values for the caller's scope. |
| GET /api/metrics/:key/lineage | Definition, formula and sources. |
| POST /api/sync | Trigger a load with recorded outcome. |
Endpoints are the intended contract. Authorisation is enforced server-side per role, never only in the interface.
J · Data entities
Core entities and relationships
| Entity | Relationship |
|---|---|
| MetricDefinition | Owned by one steward; has many snapshots. |
| SourceSync | Records load time, rows and failures. |
| Snapshot | Belongs to a metric; stores computed value and grain. |
| Lineage | Links a metric to its source tables. |
K · External integrations
Provider-dependent integration points
- Operational database
- SMTP summaries
- CSV / PDF export
- Optional BI tool
- Source databases
- Spreadsheet import
- Warehouse
- BI export
Each integration is configured and accepted against the specific provider account before go-live.
L · AI & automation
Opportunities and their human gate
Explain a variance in plain language from recorded drivers.
Human gate: Analyst confirms the explanation before it is published.
Draft a metric definition from a described calculation.
Human gate: Steward approves the definition and formula.
M · Security, privacy & accessibility
Controls the build is specified to enforce
- Row-level scoping limits each role to permitted departments.
- Refresh credentials are read-only and rotated.
- Snapshot history is immutable for audit.
Accessibility is treated as an acceptance criterion for keyboard, focus and contrast on every screen. No certification or audit result is implied.
N · Testing & quality assurance
What would have to be proven before handover
- Metric formula tests with fixed fixtures.
- Idempotent refresh tests.
- Row-level access tests per role.
O · Deployment & hosting
Where and how it would run
- Scheduled loader plus web app
- Read replicas for heavy queries
- Backup of snapshots and definitions
P · Maintenance & scalability
Keeping it maintainable
- Schema-change monitoring for sources
- Failed-load alerting
- Metric deprecation process
Q · Optional advanced features
Out of the initial scope, available later
- Forecasting with confidence intervals
- Metric change history
- Embedded customer-facing reporting
R · Related
Related solutions and next step
Sector blueprint: Technology Companies solutions
What this page does not claim: No forecast accuracy is claimed. Historical reporting depends on the data history available at go-live.
Claims policy: this page is checked against a forbidden-claim list (6 patterns, including invented percentage results, “case study” and guarantee language) by the repository test suite.