Data comes from multiple sources
Results and operational data appear across spreadsheets, exports and separate summaries prepared by different units.
Solution example
KPI & Performance Control Dashboard
A solution example showing how KPI, results, process statuses, exceptions and management decisions can be gathered in one place.
The description is generalized and does not include client data or confidential information.
Business question
How can KPI and results be gathered in one dashboard so that managers can see the current process status, items that require review and decisions that still need to be made?
Challenge
KPI and results lose transparency when the process depends on multiple files and separate control steps
Validation is handled manually
Gaps, inconsistencies and records that require review are usually found only during manual checks.
Period status is unclear
It is not immediately visible which data is ready, which items require correction and which are still waiting for manager approval.
Reporting and decisions arrive too late
Before the final view is ready, the team still needs to merge data, review exceptions and prepare the report by hand.
How the process works
From data import to dashboard and approval
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01
Data import
An XLSX or CSV file enters the process from an agreed source.
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02
Validation
The system checks completeness, formats and records that require attention.
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03
Mapping
Data is assigned to the correct partners, units or groups.
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04
Calculations
Repeatable rules recalculate results, corrections and settlement-related elements.
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05
Statuses and exceptions
Items receive a status and land on an exception list if they require correction or a decision.
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06
Management dashboard
Managers see the current period view, work progress and the items that require review.
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07
Report and approval
The process produces an XLSX or PDF report, and the result can be approved or sent back for correction.
What can be monitored
The information scope gathered in one dashboard
KPI and results
Results and KPI are visible in one place instead of multiple separate spreadsheets.
Units, groups and partners
Data can be structured according to the relevant responsibility model.
Periods and process statuses
The dashboard shows the current stage of a period and which items are already ready.
Exceptions and records for review
A focused list of items requiring control shortens manual problem finding.
Reports and exports
The process output can be generated in a consistent XLSX or PDF format.
Roles and accountability
The views of the manager, process operator and configuration administrator are separated.
Management view and operational value
Managers get a current process view instead of a delayed report
One period view
Results, statuses and the exception list are visible without manually merging files.
Faster data quality control
Exceptions and inconsistencies are highlighted earlier, before the team prepares the final report.
Clear decisions
Managers can see what can be approved, what still requires correction and which items block the process close.
Repeatable reporting
The final report comes out of the same process instead of being assembled manually.
Elistar competence
What this example shows about the Elistar approach
- Structuring KPI, results and settlement processes inside one operational application
- Validation of input data and exception handling inside the workflow
- Management dashboards supporting current process control
- Exports and reporting generated from the same structured workflow
Project type and related services
Solution example — KPI & performance control
This is a solution example from the area of web applications, operational dashboards and automation around data handling. It shows how import, validation, performance control and management decisions can be connected inside one process.
Describe a similar process