CEO/Leader KPI Dashboard
AI Summary
CSV Import Layer
Import updated starter-pack CSV files. Headers must match the provided templates.
CRM Flow
POS + Stock Flow
Cashflow Flow
Quotation / Invoice Flow
Consent-Safe Marketing Flow
Safe Message Draft
Executive Report Centre
Executive Summary
This report translates CRM, stock, cashflow, quotes and marketing activity into a boardroom-ready view: what changed, what needs attention, and what action should be taken next.
Recommendations
- Follow up proposal-stage leads within 48 hours.
- Restock products below reorder level before the next market day.
- Collect outstanding invoices before new credit is extended.
- Send only consent-safe campaigns with a clear opt-out.
Before / After Impact
| Before | After |
|---|---|
| Scattered books and WhatsApp notes | Single dashboard for customers, stock, money and reports |
| Late stock and invoice decisions | Visible alerts, follow-ups and weekly action list |
Public-value guardrails
- No cash gifts.
- No hidden favours.
- No tender or political promises.
- Only message customers with consent and opt-out.