Goals and OKRs
Company goals broken down by department, team and person, tracked live.
The same data serves the whole company. Leadership sees the full picture, each department sees what it controls, and every person sees their own numbers. Choose a level to zoom in.
Owners and leadership see revenue, margin, cash, pipeline and growth together, against the plan.
Who sees it: Owners, CEO, board
Same data, filtered to this level.
Sales, marketing, finance, operations, HR and service each get the KPIs that drive their results, linked to company goals.
Who sees it: Department heads and directors
Same data, filtered to this level.
Team leads see workload, throughput and quality, and where the team is falling behind.
Who sees it: Managers and team leads
Same data, filtered to this level.
Each person sees their own targets, activity and results, updated live, so they can act before the review.
Who sees it: Every employee
Same data, filtered to this level.
We work with the tools you already have or recommend the right ones. Zoho Analytics is our core platform, and we build on other BI tools and custom dashboards when they fit better.
Start with a Technology AssessmentEach dashboard is designed with the people who use it. Choose an area.
Dashboards are only half the job. We connect your goals, budgets and forecasts to the same data, so every number is read against where you meant to be.
Company goals broken down by department, team and person, tracked live.
Every department’s spend and revenue against its budget, by month.
Revenue, cash and demand projected from your real data, updated as it changes.
See what happens to the plan if prices, hiring or conversion rates change.
Zia and our AI agents sit on top of your data. They answer in plain language, watch for changes and tell you what needs attention. Your team decides what to do about it.
Dashboards measure the work of every other module, and every module feeds the dashboards.
We agree with leadership and each department on what to measure and why.
Every source joined, cleaned and refreshed automatically.
Dashboards built with the people who use them, for each level.
Access set per person, with training on reading and acting on the numbers.
Monthly reviews to add, retire and improve KPIs as the business changes.
No. Zoho Analytics is our core platform, but we also build on Power BI, Tableau, Looker Studio and custom web dashboards. We recommend what fits your data, team and budget.
Yes. We connect other CRMs, accounting and ERP systems, ad platforms, ecommerce, spreadsheets, databases and custom apps.
Down to the individual. The same data is filtered by company, department, team and person, so everyone sees the numbers they own.
Access is set by role. Leadership sees everything, managers see their teams, and each person sees their own numbers, unless you decide otherwise.
As current as the source allows. Most connections refresh automatically, from every few minutes to daily.
Zia and our AI agents answer questions in plain language, flag unusual changes, forecast trends and write summaries. Your team decides what to do with them.
Yes. We connect goals, budgets and forecasts to the same data, so every number is read against the plan.
A first leadership dashboard can be live in a few weeks. Department and personal dashboards roll out after that, depending on the number of sources.
Bring your KPIs, your reports and your goals. We’ll show you what full vision looks like for your company.
Corporate Communications. Emotional Storytelling. AI. Operating Systems.
