Dynamic Dashboards for Business Intelligence

What you get

No more Monday report

Open orders, held orders and open requests come from the work as it runs, so nobody rebuilds the report by hand each week.

Ask it, out loud if you like

Ask why a number moved and get an answer in plain words. Ask for a chart and the agent drafts it, then waits for your yes.

Set up with you, then yours

Our engineers build the first dashboards with your team. After that your team changes them, by hand or by asking the agent.

The weekly export, replaced by a page that stays current

The tab someone rebuilds every Monday becomes the project’s own dashboard. It reads the project’s runs, requests and data tables each time it opens, so the figures are as old as the last run, not the last export.

It lays itself outBy default the dashboard builds itself from what is in the project, plus your role and industry. Fixed rules decide what shows, not a model’s guess, so it is predictable.

Never empty, never finishedA new project gets its setup steps. Data tables, apps and open requests appear once they exist, and graphs follow once there is enough to chart.

Builder and operatorSwitch between the view for the people who build the project and the view for the people who run it.

TechniVorm / Order intake / Dashboard

Good afternoon, Sanne 6 things are waiting on you. Reads incoming orders, checks stock and price, raises the order and chases anything that stalls. Go toMonitoring4,820Requests6Apps5Intelligence24Saved views6 Waiting on youneeds a person before it can carry on Open requests6 open Credit note · Hollandia Parts2h New article · Veldman Tools5h Price change · Noordkamp Lagers1d Data tables3 tables Open orders1,204 rows Stock levels2,940 rows Price list318 rows

BuilderOperatorGenerated from this project

Your ERP, machine exports and inbox on one page

Orders sit in the ERP, scrap figures in a machine export and customer questions in a shared inbox. The workflows that handle that work write what they read into the project’s data tables, so the figures sit side by side on one page.

01Sections and layout presetsFull width, halves, quarters, wide and narrow. Pick one from a visual picker and fill the slots.

02Data tables on the pagePlace a data table straight onto the dashboard, or chart it next to the runs that filled it.

03Drag between sectionsMove a widget to another section without rebuilding either of them.

04Numbers that say what they meanTiles put the number first with a line underneath, and charts follow your organisation’s colours.

TechniVorm / Order desk / Weekly review

Your pagearranged by youEditing 412Orders this weekERP orders 27Held for a personWorkflow runs 3.1%Scrap on line 2Machine export 14Customer questionsShared inbox Late orders by customerNoordkamp LagersHollandia PartsVeldman Tools Scrap rate by machine Add section

BuilderOperatorCustom page

Ask it in plain words, or out loud

Open the agent from the dashboard and ask what you would ask a colleague. Press voice and talk to it. It answers about the numbers on the screen and changes the dashboard when you ask it to.

01Ask whyAsk why the data looks the way it does and get an answer in plain words.

02Point it at a sectionAdd a section to the agent’s context, so it knows which numbers you mean.

03Add or remove a widgetAsk for a widget and it appears. Ask for one to go and it goes.

04Edits ask firstA question never changes the dashboard. Any edit waits for your approval.

TechniVorm / Order intake / Dashboard

Ask your agentVoice on

Looking at Waiting on you

Why did held orders go up on Tuesday?

11 of the 14 orders held on Tuesday came from Noordkamp Lagers. Their new order form puts the delivery date in the notes field.

Add held orders per customer to this dashboard.

Proposed changeAwaiting Sanne

Add widget · bar chart, held orders per customer, in the Waiting on you section

ApproveReject

The agent drafts the first dashboard

Nobody starts from a blank page. Tell the agent what you need to see and it drafts the dashboard: the counts, the charts and the layout. Keep what works and change the rest.

Described in your wordsDescribe the chart you want, such as overdue invoices by customer, and the agent works out which data answers it.

A new project knows where to startIt opens on the agent, quick-create tiles for a workflow, a skill, a data table or knowledge, and the getting-started steps.

Built from outside the app tooDashboards can be read and written through the public dashboard API and the MCP tools that AI assistants connect with.

TechniVorm / Debtors / Dashboard

Good morning, Sanne Nothing is waiting on you. +WorkflowAutomate a job +SkillTeach the agent a task +Data tableSomewhere to keep data +KnowledgeDocuments it can read Ask your agent

Draft a dashboard of overdue invoices by customer, oldest first, with what we collected each week

Add a skillSend Getting startedthe quickest ways in Describe this projectTell your agent what it is for Connect a toolLet it read from what you use

BuilderOperatorGenerated from this project

See the process, not only the output

A count of orders says little about how the desk is doing. The dashboard shows how the work went: how much ran straight through, how much needed a person, how long it waited and why it was held.

How runs finishedStraight through, needed a person or failed, as a share of every run in the period.

Where the manual effort goesOpen requests and how long they wait for a decision, so you see which approvals hold the line up.

Why work was heldA chart built in the Activity view goes onto the dashboard as a widget, so the reasons sit next to the totals.

TechniVorm / Order intake / Dashboard

How it is goingorder intakelast 7 days 381Ran straight through92.5% of 412 runs 27Needed a person6.6% of 412 runs How runs finished Straight throughNeeded a personFailed Held by reasonPrice checkNew articleMissing POPinned from Activity How long they wait3.4hmedian time to a decision

BuilderOperatorGenerated from this project

Our engineers set it up with you. Then it is yours.

Forward deployed engineers build the first dashboards with your team. They set up the workflows that fill the data tables and agree with you which numbers matter. After that your team owns the dashboards and edits them, by hand or by asking the agent.

A busy operations office with people working at their desks

The FDE model Forward deployed engineers, with you for the first dashboard and for every one after.

They work inside your operation. They sit with whoever builds the weekly report today, work out which figures it has to answer, and build those first. They stay on as your business changes and the next processes come.

If you preferSame dashboards Self-served Your own team builds the dashboards.

Sections, widgets and the agent are there for your team from the first day. Our documentation and support sit behind them, and an engineer is a call away whenever you want one.

Talk to us about either ↗

Questions about dashboards.

Can it replace our weekly Excel report?

That is usually where we start. Our engineers sit with whoever builds the report today, work out which figures it has to answer, and build those from the project’s runs, requests and data tables. The page reads the work as it happens, so nobody rebuilds it on Monday.

Where do the numbers come from?

From the project itself. Counts and graphs are built from its runs, requests and data table activity. Figures from other systems reach the dashboard through the workflows that read them and write them into a data table. A chart you make in the Activity view can be added to the dashboard as a widget, and a data table can be placed on it directly.

Can the agent change our dashboard?

Only when you ask it to. Open the agent from the dashboard and ask, out loud or by typing, for a widget to be added or removed, and it asks for your approval before it edits anything. Asking why a number moved never changes the dashboard.

Who builds the first dashboard?

Usually the agent and our engineers together. Describe what you need to see and the agent drafts it. Our forward deployed engineers set up the workflows and data tables behind it with your team. From then on your team edits it.

What is the difference between dynamic and custom mode?

Dynamic is the default. It builds the dashboard from what exists in the project and from your role and industry, and it grows from setup steps to graphs as the project fills up. Custom hands you the layout: sections, presets, styles and widgets, arranged the way your desk works.

Can we work with dashboards from our own systems?

Yes. Dashboards can be read and written through the public dashboard API, and through the MCP tools that AI assistants connect with, so a dashboard can be set up or updated from outside the app as well as by hand.

The rest of the platform.

↗ Element 01AgentsA colleague that takes a job off the desk, start to finish.

↗ Element 02AutomationThe routine volume runs in the background all day.

↗ Element 03IntelligenceEvery correction becomes knowledge your company owns.

↗ Element 04ControlApprovals, permissions and a full audit trail, set by you.

↗ Element 05IntegrationsBuilt onto SAP, Business Central, Exact and the tools around them.

Give your back office an AI workforce.

Customer stories