The management dashboard nobody opens
Most companies have one. It took months to build, it sits behind a login, and it looks best on a big screen. In practice the CEO opens it twice a month, if that.
Not because the numbers do not matter. Because the question on a manager's mind is rarely the one the dashboard was built for — and when it is, the manager is in a meeting, in the car or on the phone. So the question goes to the CFO or the sales manager, who opens three systems to answer it.
A morning brief instead
With WizBI the report comes to you. Ask once in the chat — "every morning at 07:30, send me yesterday's sales against target, new orders and overdue customer debt" — and from then on it arrives on schedule in the same chat, as a short message or as an Excel or PDF file.
What goes into it is up to you. Sales, margins, orders, debt, stock, project status — whatever is in the systems WizBI is connected to.
The questions a CEO actually asks
The brief is the starting point. The real value is the next question — asked in the same chat, in plain language, and answered from your own data.
- Are we on target this month? Which region or product line is behind?
- Which customers are buying less than last year?
- Who owes us the most, and for how long?
- What is our gross margin by product family this quarter?
- Which projects are late, and who owns them?
- What changed since last week?
For more on sales questions, see sales reports in the chat; for debt and cash-flow questions, AI for finance teams.
The weekly management report
Many management teams want one fixed report a week. Ask for it once — for example every Sunday at 08:00, as a PDF with sales, margins, debt and open orders — and it arrives on time, in the same chat. The same numbers, from the same source, before the weekly meeting starts.
KPI alerts when something changes
Between reports, WizBI watches the data. You set the lines; it sends a message only when one is crossed:
- Daily sales below a level you choose.
- A customer's debt above an amount, or older than a number of days.
- Stock of a key item below its minimum.
- Overdue items on a project board above a number you set.
No line crossed, no message. Your phone stays quiet until there is something to know.
Permissions, logging and security
Each person sees only what their permissions allow, and the same person has the same permissions on WhatsApp, Teams and the web. Permissions are set by organisation, group and user. Every question is logged and can be reviewed.
Beyond answers, reports and alerts, we can build automations around your management routines on request — each one defined with you, running under the permissions you set, with every action logged. WIZBI AI LTD is certified to ISO/IEC 27001:2022; WizBI runs on Google Cloud, each organisation's data is isolated and encrypted, and it is not used to train AI models.
When a dashboard is still the right tool
Dashboards are not going away. A wall screen in the operations room, an analyst exploring data for hours, a fixed visual report that a whole department works from — for those, a BI tool is the right choice.
WizBI is for the manager who needs one answer now, on the phone, and for the reports that should simply arrive. Many companies keep their dashboards and add WizBI next to them. If you are weighing the two, see WizBI as a Power BI alternative.