CEO Pilot Dashboard

One screen to see money, risks, and workload — without opening 5 Excel files.
In this pilot I show how your current documents become KPIs + alerts + monthly trends.

Pilot note

Some pages may load slower on first open because the system parses the original Excel/PDF files in real time. In the final version this will be replaced by an automated import pipeline (upload/scheduled sync) with caching, so dashboards open instantly.

What you can open now

Purchases

Monthly spend trend, top projects, “not processed” alerts.

Open Purchases Dashboard

Invoices

Unpaid & overdue amounts, due-soon, customer search + sortable table.

Open Invoices Dashboard

Suppliers Risk

Supplier score, high-risk list, Plan B gaps, filters & sorting.

Open Suppliers Dashboard

Finance (BWA)

Revenue vs expenses trend, profit margin, cost structure snapshot.

Open BWA Dashboard

How this pilot is built

Data/ — client files (Excel/PDF) used as sources

App_Data/ — editable JSON (purchase requests) for demo workflow

Dashboards — KPIs + filters + sortable tables (CEO-friendly)

Next — automate parsing (PDF → numbers), add alerts & approval flow

Goal: reduce manual work, standardize workflows, and surface risks early — the same data, but in an executive format.

Demo workflow

Create a purchase request via form → stored in JSON → appears in “Open Needs”.

Create Purchase Request Refresh Home