--- title: KPI Dashboards & Business Intelligence | Pro Digital Key description: We aggregate ERP, CRM and Marketing data into a single visual panel (Power BI, Looker Studio or Custom). 100% clear visibility in real time. canonical: https://prodigitalkey.com/en/dashboard-analytics/ lang: en alternates: en: https://prodigitalkey.com/en/dashboard-analytics/ pt: https://prodigitalkey.com/pt/dashboard-analytics/ --- [Home](/en/) › [AI Services](/en/artificial-intelligence/) › Dashboards & Analytics 📊 BUSINESS INTELLIGENCE & DATA # Data-Driven Management. Not Guesswork. Many CEOs reach the end of the month without knowing exactly where profit came from or where they lost money. **We aggregate your ERP, CRM and Marketing data into a single visual panel (Power BI, Looker Studio or Custom). 100% clear visibility, in real time.** [👉 Get a Quote for Your Dashboard](/en/digital-diagnostic/?tipo=automacao) [See the Potential](#funcionalidades) –15h saved per week on manual reports 100% financial and operational visibility in real time +8 integrable ERPs / CRMs: Primavera, PHC, Salesforce... 30d average delivery time for a complete dashboard ## The End of "Friday Manual Reports". We build dashboards your team loves to use — and that deliver the undeniable truth about your operations. 🔌 ### Universal Integration We connect Primavera, PHC, Moloni, Pipedrive, Salesforce, Meta Ads and Google Analytics. No matter the software — we extract the data. 💶 ### Revenue vs Expenses Dynamic net margin (EBITDA) calculation cross-referenced with fixed costs in real time. Know your financial health to the minute. 🎯 ### CAC and LTV Mapped Customer Acquisition Cost (CAC) cross-referenced with actual Lifetime Value from your CRM. Stop spending blindly. 📱 ### Mobile Alerts (Slack/Teams) When a critical KPI drops below the target (e.g. sales downturn), the system immediately notifies management on their phone. ![Analytics dashboard](/images/blog/hero-dashboard.webp) "Before, the monthly report took 3 days. Now it is ready automatically on the 1st." — CFO Industrial Company, Leiria [View full case study →](/en/case-studies/accounting-reports/) ## Implemented in 30 Days From zero to a management dashboard with real data from your company. 01 ### Data Audit We map all existing data sources (ERP, CRM, Marketing) and define the priority KPIs for management. 02 ### Integration Pipeline We build the connectors and transformations needed to feed the dashboard with clean, consistent data. 03 ### Dashboard & Training Activation of the custom dashboard with a 2-hour training session for the management team. Ongoing support included in the first month. ## Combine Data with Action [🤖 Process Automation When data reveals a problem, automation acts on it automatically. View → ](/en/automation/)[🤖 AI Customer Support Chatbot Qualified leads that feed directly into the CRM for analysis. View → ](/en/ai-chatbot/)[🚀 Scale the Business Complete digital architecture to grow without hiring more. View → ](/en/scale-business/) ### 💰 Calculate Your Savings Estimate how much you save by replacing manual reports with automated dashboards. Hours per month on manual reports 5h16h40h Estimated annual savings €3,840 [Get a Personalised Estimate →](/en/digital-diagnostic/?tipo=automacao) ## What Our Clients Say Real results. Real names. No fine print. MD Miguel D. CFO, Leiria ★★★★★ "I stopped losing 2 days a month compiling reports in Excel. The dashboard shows margin per project, cash flow and financial KPIs in real time. I spot deviations before they become problems." IB Ines B. Operations Director, Viseu ★★★★★ "Before, we made decisions based on intuition. Now every management meeting starts with hard data. Team productivity rose 31% since we implemented the operational dashboard." RH Rui H. CEO, Coimbra ★★★★★ "I open the dashboard on my phone and in 30 seconds I know how the company is performing. Sales, pipeline, customer satisfaction — all on one screen. It was the best investment I made this year." TB Tiago B. Sales Director, Lisbon ★★★★★ "The pipeline dashboard changed how you run a sales team. I see every opportunity's stage in real time, conversion rate per rep and a 90-day forecast with 85% confidence. 1:1s stopped being about misaligned numbers and became about actual tactics. Revenue predictability went up dramatically." [View all case studies →](/en/case-studies/) ## Frequently Asked Questions What data sources can feed the dashboard? › We connect to virtually any source: ERPs (PHC, Primavera, SAP), CRMs, Google Analytics, social media, spreadsheets and SQL databases. If the system has an API or data export, we can integrate it. How often is data refreshed? › It depends on the source, but most dashboards update in real time or at 15-minute intervals. For sources that require heavy processing, we configure hourly or daily refreshes as needed. Can I customise the KPIs and charts displayed? › Yes. Every dashboard is built around the KPIs that truly matter to your business. We define the metrics with you during the discovery phase, and you can request changes at any time at no extra cost during the first 30 days. How does dashboard access control work? › We configure permissions per user or team — each person sees only the data relevant to their role. The CEO sees the full picture, the sales director sees revenue, and finance sees margins and cash flow, all behind a secure login. ## Related Articles [![](/images/blog/hero-dashboard.webp) KPI Dashboards: How to Make Decisions in Real Time Read article → ](/en/blog/kpi-dashboards-realtime-decisions/)[![](/images/blog/caso-franchising.webp) Franchise Network: Central Dashboard for 15 Stores Read article → ](/en/case-studies/franchise-network/) ## Take control of your business. A leader can only correct course if they are looking at the right compass. [Talk to Our Team](/en/contact/) [Start with an Audit](/en/audit/)