aisol/capabilities/live dashboards
platform capability · live dashboards

The whole company on one screen. The numbers update themselves.

Interactive dashboards on top of every connected system – CRM, accounting system, telephony, Service Desk. AI agents put the data on screen as they work: no exports, no pivot tables, no assembling reports by hand.

data from every system updates itself, on events ask in plain words
AISOL · Executive dashboardJune · all branches
live updated 30 seconds ago sources: CRM · accounting system · telephony · Service Desk
412M ₸+8%revenue for June · 104% of plan
184M ₸pipeline · 96 active deals
37M ₸−12%accounts receivable
7at-risk deals · no activity for 7 days
Revenue by weekM ₸
Plan by line of businessJune
Wholesaleon plan92%
Tendersbehind64%
Serviceon plan88%
AI agent feedtoday
14 calls sorted and logged in CRMtelephony → CRM · 2 minutes ago
June close: source documents 82% collectedaccounting system · 10 minutes ago
3 deals with no activity – call-back assignedCRM · 24 minutes agorisk
Support SLA: 96% – within targetService Desk · an hour ago
One screen instead of a week-long report0 exports
sound familiar?

The report is done by Friday. By Monday it is out of date

Mon

Exports from CRM and the accounting system: the tables do not add up.

Tue

Reconciling by hand: every department has its own version of the numbers.

Wed

Emails going in circles: whose number is right, and where is March?

Thu

Building the deck: charts, formatting, checking.

Fri

The report is ready. The data in it is a week old.

Mon →

Standup: the numbers are already stale. Start over.

A live dashboard does not need this week: the data updates itself – as the work happens.

how it works

Four systems – one screen

The dashboard is built from the data that the platform's AI agents already log into your systems while running scenarios. As long as an agent is working, the screen stays current.

CRMdeals, calls, funnel conversion
Accounting systemrevenue, payments, source documents
Telephonyrep calls, recordings, missed calls
Service Desktickets, SLA, answer quality
AISOL · One screen4 sources
184M ₸pipeline · from CRM
96%SLA · from Service Desk
June paymentsaccounting system82%
Call targettelephony68%
Agents log the data as they worklive

Connection is via API. Where there is no API, the agent works right in the system's interface – like a careful employee.

examples

Every role gets its own screen

A dashboard is not "one for everyone": the platform builds screens around the questions of a specific role and shows only what that person is responsible for.

Company CEO

revenue · pipeline · risks

The morning does not start with requesting reports: plan vs. actual for the company, pipeline health and at-risk deals – on one screen, all up to date by the standup.

412M ₸revenue · June
104%plan vs. actual
7at-risk deals

Head of Sales

reps · conversion

Who is on plan, who has dropped and why: calls, deals and conversion for every rep – without the morning "how are the numbers looking" check-in.

Aigerim34%
Damir28%
Yerlan19%
How it works in the sales department →

Chief physician of a clinic

quality traffic light

The quality of medical documentation by department: green zone or risk – visible every week, before the fund takes a look.

Therapy98%
Surgery91%
Admissions73%

CFO

period close

How much source documentation is collected, what has been reconciled with the bank and which acts are holding up the month-end close – progress by the day, not a surprise on the last day.

Statements100%
Source docs82%
Acts61%
How it works in accounting →
ask in plain words

A new report is a question, not a task for an analyst

If the chart you need is not on screen, you do not order it – you ask for it. The platform understands the question in plain words, finds the data across connected systems itself, and answers with a chart and an explanation.

  • "What is revenue by branch against plan?" – an answer in seconds, not in a week
  • Follow-up questions in the same conversation: "why did Karaganda drop?"
  • Every number shows its source: CRM, accounting system, telephony
AISOL · Ask the dataexecutive · June
Revenue by branch for June – who is behind plan?
Two branches out of three are on plan: sources: CRM · accounting system
Why did Karaganda drop?
Two large deals were pushed to July (−9M ₸), and on calls the branch is at 68% of plan. Show the list of deals?sources: CRM · telephony
what is different

This is not classic BI

A BI system answers the question "how to display the data." The platform does the work first – and the dashboard comes out as a by-product of it.

How the report appears
An analyst builds data marts and reports – weeks of work for each one
The dashboard is a ready result of the scenario: it is built together with the process automation
Where the data comes from
Exports and data marts that have to be maintained
AI agents log the data as they work – the screen is always current
Updates
On a schedule, after the next export
By itself, on events in the connected systems
A new question about the data
A task for an analyst and a queue to rework the report
Ask in plain words – an answer as a chart in seconds
First result
Weeks of setup before the first report
A prototype dashboard on your data – in about a week, for free
how to try it

Start with a dashboard on your data

prototype · free
≈ 1 week

A live dashboard on your anonymized data: we connect one or two sources and build the executive screen. You look at your own numbers – and decide whether to go further.

production
from 8 weeks

The full loop: all sources, dashboards by role, access rights, AI agents logging the data, questions asked in plain words.

Live dashboards are one of the platform's capabilities. See all capabilities on the home page.

next step

We will build a live dashboard on your data

Leave your contacts – we will show you the platform, go through your data sources, and in about a week build a free prototype dashboard on your company's anonymized data. Production loop – from 8 weeks.

demo · process review · prototype – free

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