AdSys Dashboard

Business management dashboard

AdSys Dashboard combines data from running CRM, sales, accounting, and marketing systems into real-time charts and metrics so business owners can understand performance without waiting for someone to compile it manually.

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Price range: 15 – 45 million VND

Signs you need this

Each week or month-end, you message department heads for figures to compile a report
Each department reports different revenue because each calculates it differently
You cannot immediately see today's new leads, orders nearing deadlines, or overdue balances
You already have CRM/sales software but its figures remain separate and have not been brought together

A good fit for

At least one CRM or sales system is in live use with data to aggregate
The owner wants to decide from figures instead of impressions or verbal reports
Several departments need one overall view instead of opening many tools daily

Not a good fit for

No system records leads, customers, or orders — start with AdSys CRM or LeadFlow; a dashboard displays existing data rather than creating it
Current data is scattered, manually entered, and inaccurate — clean the sources first, as a dashboard will simply expose those errors

What this package includes

Assess existing CRM, sales, accounting, and marketing sources and their data quality
All 8 metric groups: marketing, leads, sales, revenue, tasks, customers, receivables/payables, and performance
Real-time or scheduled updates without exporting and pasting files
Hierarchy-based access: owners see everything and department heads see their own area
Training to interpret figures and use them for decisions, beyond simply delivering a screen

Core modules

Marketing

Costs and effectiveness of each advertising channel

Lead

New lead counts, sources, and conversion rates

Sales

Orders, closing rates, and sales by person/channel

Revenue

Daily, weekly, and monthly revenue against targets

Tasks

Task progress and overdue work by department

Customers

New, returning, and at-risk customers

Receivables and payables

Amounts owed to and by the business, including overdue balances

Performance

Performance by person, department, and project

Our process

Check source data
Assess whether existing CRM/software data is clean enough for a dashboard
Week 1
Select metrics
Approve metric definitions and calculations to prevent inconsistent interpretations
Weeks 1–2
Build the dashboard
Connect data, build charts, and check figures against manual reports
Weeks 2–4
Parallel run
Compare dashboard figures with the old reporting process before replacing it
Week 5
Handover
Train users to interpret data and set hierarchy-based permissions
Week 6