WHAT WE DO

Dashboards for Management — Real-Time Analytics for CEOs, COO, CMO & eCommerce Teams

Give your leadership and teams instant visibility into every aspect of your business. We build powerful BI dashboards that unify data from Shopify, CRM, ERP, marketing platforms, finance tools, support systems, and warehouses — giving you a complete picture of performance in real time.

USP bullets:

  • Executive dashboards with revenue, profit, retention & growth KPIs
  • Team dashboards: marketing, finance, operations, product, CX
  • Automated daily updates — no manual Excel reports
  • Fully customized for your business model, KPIs & markets
  • Connected with your data platform, ETL/ELT pipelines & warehouse
PAIN POINTS

Why Companies Need Centralized Management Dashboards

Most brands suffer from:

  • No single source of truth
  • Manual reporting across departments
  • KPIs inconsistent across teams
  • Delayed data → slow decision making
  • Fragmented data between Shopify, CRM, ERP & marketing tools
  • No visibility into profitability
  • Difficult forecasting & planning
  • Lack of real-time monitoring
  • Leadership teams working blind

Dashboards solve all of this by providing instant clarity, accuracy, and transparency.

  • No single source of truth
  • Manual reporting across departments
  • KPIs inconsistent across teams
  • Delayed data → slow decision making
  • Fragmented data between Shopify, CRM, ERP & marketing tools
  • No visibility into profitability
  • Difficult forecasting & planning
  • Lack of real-time monitoring
  • Leadership teams working blind
VALUE PROPOSITION

What Management Dashboards Deliver

Dashboards built by URich give your brand:

  • Real-time business monitoring
  • Unified view for all departments
  • Faster & smarter decision-making
  • Accurate performance tracking
  • Automated KPI updates
  • Reduced reporting workload
  • Scalable BI foundation
  • Improved team alignment
  • Data ready for ML & AI models

You finally know what’s happening, why, and what to do next.

  • Real-time business monitoring
  • Unified view for all departments
  • Faster & smarter decision-making
  • Accurate performance tracking
  • Automated KPI updates
  • Reduced reporting workload
  • Scalable BI foundation
  • Improved team alignment
  • Data ready for ML & AI models
DASHBOARD TYPES

Dashboards We Build for Management & Teams

Includes:

  • Total revenue
  • Gross profit & contribution margin
  • CAC, ROAS, MER
  • CLV, retention
  • New vs returning customers
  • Top products & categories
  • Regional performance
  • Forecasting trends
  • Budget vs actual

Tracks:

  • CAC, ROAS, MER
  • Channel performance
  • Campaign attribution
  • Email/SMS engagement
  • Organic vs paid breakdown
  • Landing page performance
  • Customer acquisition funnels

Integrations: Meta Ads, Google Ads, TikTok Ads, Klaviyo, GA4.

Includes:

  • Inventory levels
  • Stockout prediction
  • Warehouse performance
  • Fulfillment times
  • Return rates
  • Supplier metrics
  • Lead times
  • Order accuracy

KPIs:

  • Revenue forecasting
  • Profitability by product/region/channel
  • COGS modeling
  • Operating expenses
  • Contribution margin
  • Cash flow projections
  • Cost centers breakdown

Covers:

  • Variant-level sales
  • Bestsellers & slow movers
  • Return reasons
  • Customer reviews
  • Product performance heatmaps
  • Cross-sell trends
  • Inventory-to-demand mapping

Tracks:

  • Ticket volume
  • Resolution time
  • CSAT
  • Reply speed
  • Ticket categories
  • Agent performance

Integrations: Gorgias, Zendesk, Freshdesk.

Includes:

  • Cohorts
  • CLV segmentation
  • Order frequency
  • Churn analysis
  • Subscription metrics
  • Customer behavior patterns

Perfect for D2C wellness & beauty:

  • MRR
  • Churn
  • Retention curves
  • Next-order probability
  • Subscription health metrics
WHAT DATA IS INCLUDED

Data Sources We Integrate Into Dashboards

  • Shopify / Shopify Plus
  • WooCommerce / Magento
  • CRM (HubSpot, Zoho, Salesforce)
  • ERP (Odoo, SAP, NetSuite)
  • WMS / OMS / 3PL
  • Klaviyo, Mailchimp, GA4
  • Meta Ads, Google Ads, TikTok
  • Accounting tools
  • Custom APIs & databases

We combine all data into a unified schema for consistent, accurate KPIs.

  • Shopify / Shopify Plus
  • WooCommerce / Magento
  • CRM (HubSpot, Zoho, Salesforce)
  • ERP (Odoo, SAP, NetSuite)
  • WMS / OMS / 3PL
  • Klaviyo, Mailchimp, GA4
  • Meta Ads, Google Ads, TikTok
  • Accounting tools
  • Custom APIs & databases
BUSINESS BENEFITS

How Our Dashboards Improve Performance

★

Fast decision-making

Management sees the full picture immediately.

★

Team alignment

Everyone uses the same KPIs and definitions.

★

Save 100+ hours/month

Manual reporting is eliminated.

★

Real-time visibility

Instant revenue, inventory, marketing & profitability updates.

★

Data accuracy

No more “numbers don’t match” across departments.

★

Predictive insights

Once data is unified, forecasting becomes reliabl

★

Ready for AI

Structured dashboards unlock AI-based automation.

★

Fast decision-making

Management sees the full picture immediately.

★

Team alignment

Everyone uses the same KPIs and definitions.

★

Save 100+ hours/month

Manual reporting is eliminated.

★

Real-time visibility

Instant revenue, inventory, marketing & profitability updates.

★

Data accuracy

No more “numbers don’t match” across departments.

★

Predictive insights

Once data is unified, forecasting becomes reliabl

★

Ready for AI

Structured dashboards unlock AI-based automation.

Contact us

let's talk

Eliminate operational blind spots and drive cross-departmental alignment with custom Dashboards for Management.

TECHNOLOGY STACK

Tools We Use to Build Dashboards

*

BI Tools

  • ✓ Looker Studio
  • ✓ Power BI
  • ✓ Tableau
  • ✓ Metabase
  • ✓ Superset
*

Warehouses

  • ✓ BigQuery
  • ✓ Snowflake
  • ✓ Redshift
  • ✓ PostgreSQL
*

Pipelines

  • ✓ Airflow
  • ✓ Airbyte
  • ✓ dbt
  • ✓ n8n
  • ✓ Python
*

Cloud

  • ✓ GCP
  • ✓ AWS
  • ✓ Hetzner
our PROCESS

How We Build Dashboards for Management

Discovery & KPI Workshop

Define key metrics for each department.

Step 1
Step 2

Data Audit

Review all systems, data quality, and gaps.

Architecture Plan

Warehouse → pipelines → transformations → dashboards.

Step 3
Step 4

Data Modeling

Create fact tables, dimensions & unified KPI logic.

Dashboard Design

Dashboard layouts for executive, marketing, finance, operations, customer experience, and product teams.

Step 5
Step 6

Development

Build dashboards, connectors & automation.

QA & Validation

Verify KPI accuracy across all data sources.

Step 7
Step 8

Training & Handoff

Training materials + sessions for your teams.

Ongoing Support

New dashboards, metric updates, and improvements.

Step 9

Discovery & KPI Workshop

Define key metrics for each department.
01

Data Audit

Review all systems, data quality, and gaps.
02

Architecture Plan

Warehouse → pipelines → transformations → dashboards.
03

Data Modeling

Create fact tables, dimensions & unified KPI logic.
04

Dashboard Design

Dashboard layouts for executive, marketing, finance, operations, customer experience, and product teams.
05

Development

Build dashboards, connectors & automation.
06

QA & Validation

Verify KPI accuracy across all data sources.
07

Training & Handoff

Training materials + sessions for your teams.
08

Ongoing Support

New dashboards, metric updates, and improvements.
09
WHY URICH

Why Brands Choose URich for BI Dashboards

  • Expert Data Engineering & BI team
  • Experience with multi-store Shopify setups
  • Proven BI processes for D2C, beauty, wellness, fashion, electronics
  • Strong integration with ERP, CRM, WMS, marketing tools
  • Business-oriented dashboards (not just charts)
  • KPI definitions aligned across the organization
  • Fast delivery with modular analytics components
  • Long-term support and scaling
  • Predictive analytics and AI integrations available

We don’t just visualize data — we turn it into actionable intelligence.

  • Expert Data Engineering & BI team
  • Experience with multi-store Shopify setups
  • Proven BI processes for D2C, beauty, wellness, fashion, electronics
  • Strong integration with ERP, CRM, WMS, marketing tools
  • Business-oriented dashboards (not just charts)
  • KPI definitions aligned across the organization
  • Fast delivery with modular analytics components
  • Long-term support and scaling
  • Predictive analytics and AI integrations available
CASE STUDY

Dashboard Case Study — Global Beauty Brand

Challenge:

Managers across regions had no unified view of performance; reporting done manually in spreadsheets.

Solution:

  • Executive dashboard
  • Marketing, product & operations dashboards
  • Data warehouse (BigQuery)
  • Automated ETL pipelines
  • KPI alignment workshop

Results:

  • -70% reporting time
  • +40% faster decisions
  • Clear view of profitability by region
  • Unified data across all departments
FAQ

Dashboards for Management — FAQ

Yes — real-time or scheduled refresh (hourly/daily).

Yes — including multi-region, multi-domain stores.

Looker, Power BI, Tableau, Metabase, Superset.

2–8 weeks depending on complexity.

Yes — we create department-specific dashboards.

Yes — to align metrics across teams.

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CONTACT US

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Let’s create real-time management dashboards that help your brand grow faster.