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Internal dashboard & reporting

Web app · 2024

Overview

An operations team was juggling multiple spreadsheets and manual reports. They needed a single internal dashboard to view key metrics, filter by date and region, and export clean reports for leadership—without exposing raw data or requiring IT for every change.

Challenge

Data lived in several systems and had to be aggregated safely. The UI had to be simple enough for daily use but flexible enough to add new metrics and filters over time. Access had to stay internal-only and auditable.

Approach

We defined a small set of core KPIs and built a first version that pulled from their existing data sources via secure APIs and scheduled syncs. The dashboard used clear filters and tables with optional export to CSV/PDF. We iterated with the team on layout and new metrics, then documented how to add data sources and roles.

Results

  • One place for daily metrics instead of multiple spreadsheets.
  • Faster report generation and fewer manual errors.
  • Easier to add new regions and metrics without custom dev work.

Tech

React-based SPA with a lightweight backend for auth and data aggregation. Pre-built charts and tables, with export handled server-side for consistency and security.