Interactive demo

The dashboard, with fictitious data

Panels per area, questions from management, year-on-year comparisons and the SQL query behind each chart. If you set up a client in the sales cycle, it shows up here.

See the full case ← Back to the journey

One panel per area, fed by the CRM in real time. Ask what management used to ask, filter, compare with previous years and see the SQL query behind each chart.

Fictitious data and amounts

Questions from management

The client you set up in the sales cycle demo shows up here straight away: in the client base, in their consultant’s workload and in this month’s new clients.

Go to the sales cycle →

EntityCountry

Active clients

540

345 companies · 195 self-employed

Monthly billing

€122,225 / month

Fictitious amount

Profitability

€72.85/h

All fees ÷ consultant hours

With payroll

283

Accounting and tax

€83,860 / month

Fictitious amount

Payroll

€34,815 / month

Fictitious amount

Other services

€3,550 / month

Fictitious amount

Without payroll

257

Hours and clients per consultant · accounting and tax

Actual client hours per month, updated every quarter. The mark shows the reference capacity (150 h, fictitious).

Consultora A178 h · 63 clients
⚠ Above capacity
Consultor B108.75 h · 63 clients
Consultora C137.75 h · 63 clients
Consultor D152.75 h · 73 clients
⚠ Above capacity
Consultora E138.75 h · 62 clients
Consultor F101.5 h · 55 clients
Consultora G131.5 h · 62 clients
Consultor H137.75 h · 55 clients

See the SQL query

Invented tables and columns; the same kind of query as in the real dashboard (Trino and Superset templates).

SELECT cf_consultant                         AS consultant,
       count(*)                                  AS companies,
       sum(cf_hours)                             AS hours_per_month,
       sum(cf_fee) / nullif(sum(cf_hours), 0)    AS fee_per_hour
FROM crm.companies
WHERE active
  AND cf_consultant IS NOT NULL
  {% if filter_values('billing_entity') %}
  AND billing_entity IN {{ filter_values('billing_entity') | where_in }}
  {% endif %}
  {% if filter_values('country') %}
  AND country IN {{ filter_values('country') | where_in }}
  {% endif %}
GROUP BY 1
ORDER BY 1

Hours and clients per consultant · payroll

Actual client hours per month, updated every quarter. The mark shows the reference capacity (150 h, fictitious).

Consultora L111.5 h · 56 clients
Consultor M136.75 h · 56 clients
Consultora N122.75 h · 67 clients
Consultor P80.5 h · 50 clients
Consultora R139.5 h · 54 clients

See the SQL query

Invented tables and columns; the same kind of query as in the real dashboard (Trino and Superset templates).

SELECT lab_consultant                         AS consultant,
       count(*)                                  AS companies,
       sum(lab_hours)                             AS hours_per_month,
       sum(lab_fee) / nullif(sum(lab_hours), 0)    AS fee_per_hour
FROM crm.companies
WHERE active
  AND lab_consultant IS NOT NULL
  {% if filter_values('billing_entity') %}
  AND billing_entity IN {{ filter_values('billing_entity') | where_in }}
  {% endif %}
  {% if filter_values('country') %}
  AND country IN {{ filter_values('country') | where_in }}
  {% endif %}
GROUP BY 1
ORDER BY 1

Full client list

What used to be the tracking spreadsheet, now always up to date.

Search client or consultant

Client	Type	Acc. consultant	Acc. hours	Acc. fee	Per hour	Payroll consultant	Payslips	Payroll hours	Total fee
Ana Ejemplo 1	Self-employed	Consultor B	0.75 h	€60	€80.00/h	—	—	—	€60
Ana Ejemplo 2	Self-employed	Consultora E	1 h	€95	€95.00/h	Consultora L	1	0.5 h	€110
Ana Ejemplo 3	Self-employed	Consultor H	0.75 h	€65	€86.67/h	—	—	—	€75
Ana Ejemplo 4	Self-employed	Consultora A	1.25 h	€105	€84.00/h	Consultora L	2	0.5 h	€130
Ana Ejemplo 5	Self-employed	Consultora A	1 h	€85	€85.00/h	Consultora L	1	0.5 h	€100
Ana Ejemplo 6	Self-employed	Consultor F	1.25 h	€110	€88.00/h	Consultor P	2	0.5 h	€150
Ana Ejemplo 7	Self-employed	Consultora G	1 h	€85	€85.00/h	—	—	—	€125
Ana Ejemplo 8	Self-employed	Consultora C	1.25 h	€100	€80.00/h	—	—	—	€110
Ana Ejemplo 9	Self-employed	Consultor H	1 h	€60	€60.00/h	—	—	—	€60
Ana Ejemplo 10	Self-employed	Consultora E	1.25 h	€85	€68.00/h	—	—	—	€85

See the SQL query

Invented tables and columns; the same kind of query as in the real dashboard (Trino and Superset templates).

SELECT name, client_type, legal_form,
       cf_consultant, cf_hours, cf_fee,
       cf_fee / nullif(cf_hours, 0)         AS cf_fee_per_hour,
       lab_consultant, payslips, lab_hours,
       cf_fee + lab_fee + other_fee         AS total_fee
FROM crm.companies
WHERE active
  {% if filter_values('billing_entity') %}
  AND billing_entity IN {{ filter_values('billing_entity') | where_in }}
  {% endif %}
  {% if filter_values('country') %}
  AND country IN {{ filter_values('country') | where_in }}
  {% endif %}
ORDER BY name

A recreation with fictitious clients, consultants, hours and amounts. In the real dashboard, the panels read three CRM datasets in real time (companies, tasks and deals) and could be compared with up to three previous years.