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Operations dashboard and AI insights

Orders, cash, and receivables readable on one screen.

A digital service business takes orders from many customers, with deposits and final payments arriving at different times. We built an internal dashboard to record orders and payments, read the numbers, and suggest next steps every day with AI.

Service business dashboard
Service business dashboard with order, cash, and receivable cards, figures blurred
Client internal data is blurred.
Client
Confidential
Industry
Digital services
Built
Web dashboard with AI insights
Used by
Owner and admin team
Status
Used for daily operations
Year
2026

The problem

With orders and payments recorded separately, simple questions took too long to answer: how much money has come in, who still owes, and which orders are due today. The owner needed those answers on one screen, not in a month-end recap.

What we built

  • Orders and customers

    Every order is recorded with its customer, who is working on it, and its deadline. Orders due today are flagged.

  • Cash and payments

    Deposits, final payments, cash received, and receivables are calculated from the order data.

  • Analytics

    Revenue, customers, forecasts, profitability, and trends for any period.

  • Daily AI insight

    Every day the AI reads the order data and writes a short suggestion, such as which customers are worth contacting again.

  • Reports

    Reports for any period, with no manual tallying.

The outcome

  • Orders, cash received, and receivables on the first screen, for this month or all time.

  • Order deadlines flagged automatically, from today to the days ahead.

  • Daily AI suggestions grounded in the business's own numbers.

Next project

Ananda Aulia Wulandari

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