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Dashboards & search

Your business at a glance, and everything a search away.

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ops.dashboard

What you gain

Good decisions start with the right figures in front of you. The Dashboards module shows each profile the indicators and shortcuts that matter to them, and a global search instantly finds any customer, quote, order or invoice.

  1. 01 Informed decisions Key indicators, always up to date.
  2. 02 A home screen per profile Everyone sees what matters for their job.
  3. 03 Time saved Global search and shortcuts.
  4. 04 Aligned teams Shared targets and results.

Features

Dashboards & search

01
Configurable cards

Your dashboard, your way.

The dashboard is made up of cards: indicators, lists, charts, shortcuts. Each user can reorder them, and administrators define the cards for each role.

What it enables

  • Cards by role
  • Drag-and-drop rearranging
  • Shortcuts to frequent actions
  • Business-specific cards (e.g. pending supplier pro formas)
02
Key indicators

The figures that count, up to date.

Revenue, pipeline, collections, margins, lead times: indicators are calculated continuously from the tool's data, with comparison to previous periods.

What it enables

  • Indicators calculated in real time
  • Period comparison
  • Targets and variances
  • Drill down in one click
03
Per-rep view

Everyone's performance, no spreadsheet.

Each sales rep tracks their own results, and management compares portfolios: quotes sent, signing rate, margins, overdue follow-ups.

What it enables

  • Individual results
  • Rankings and comparisons
  • Overdue follow-ups
  • Margins per sales rep
04
Global search

Type, find.

A single search bar looks across customers, contacts, products, quotes, orders and invoices. Results are grouped and take you straight to the record.

What it enables

  • Cross-module search
  • Results grouped by type
  • Typo tolerance
  • Keyboard shortcut
05
Alerts and notifications

What needs your attention.

Overdue invoices, unanswered quotes, low stock, overdue tasks: alerts reach the right profile, in the tool or by email.

What it enables

  • Alerts by profile
  • In-app and email notifications
  • Preferences per user
  • Alert history

We’ll show it to you in 30 minutes, on a case close to yours.

Adapted to your business

Your trade doesn't fit in a box.

Management indicators, sales rep cards, the accounts queue, workshop alerts: we build the dashboards around your figures and your priorities, then everyone can rearrange their own.

Integrations available

Compatible with the tools you already use.

Data
  • All CompanyMesh modules
  • Excel / CSV
  • API
Analysis
  • Google Looker Studio
  • Power BI
  • Metabase

Non-exhaustive list: other tools can be connected to suit your needs.

Works with

crm.pipelinePipeline & opportunitiesEvery deal in its place, every stage under control. erp.billingInvoicingAccurate invoices, sent on time, paid faster. erp.bankingBanking & reconciliationYour bank accounts, reconciled automatically.

Choose your time

Like what you see?

We’ll show it to you in 30 minutes, on a case close to yours.

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