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.

- 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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