Gestion d’entreprise · BI and KPIs

Des indicateurs qui répondent avant la réunion : marge, impayés, production et risques

A report that has to be built every week is not a KPI, it is a chore. The platform delivers ready-made dashboards by area, a health score per class and per customer, a report builder for anyone who wants to create their own, and exports for those who would rather stay in Excel, with everyone reading the same data.

O problema e a saída

As dores que BI and KPIs resolve todos os dias

Se alguma dessas situações parece familiar, é porque elas se repetem em quase toda empresa de formatura, até o sistema certo entrar em cena.

A dor

Every director shows up to the meeting with a different number for the same question.

Com o Partiu Formatura

Dashboards reading the same transactional database: if a number changed, it changed for everyone at the same time.

A dor

Building the weekly report eats up someone's entire day.

Com o Partiu Formatura

Ready-made dashboards by area and a report builder with saved filters, so the report builds itself.

A dor

Class problems only surface once they have already become a loss.

Com o Partiu Formatura

A health score combining enrollment, delinquency, engagement, and production, with an alert before things go bad.

A dor

The team wants the data in Excel and IT does not want to grant database access.

Com o Partiu Formatura

Permission-controlled exports, with only the sources exposed to the report builder and nothing more.

A dor

Operations needs a dashboard on the TV and the system only offers PDF reports.

Com o Partiu Formatura

Full-screen monitoring dashboards, built to run nonstop on the operations wall.

Na prática

Exemplos reais de como BI and KPIs trabalha por você

Situações do dia a dia de empresas de formatura, do problema ao resultado, usando os módulos que você vê nesta página.

01

At-risk class spotted months in advance

O cenário

A class had low enrollment and rising delinquency, and no one had noticed the combination.

Com o sistema

The health score crossed both indicators with app engagement and dropped into the red tier.

O resultado

The company stepped in with a renegotiation campaign and a visit to the committee, and the class recovered before the main event.

02

Month-end report with no manual assembly

O cenário

Month-end close required consolidating finance, production, and event data into a presentation.

Com o sistema

Area dashboards began serving the meeting directly, with saved filters by accrual period.

O resultado

Meetings now start with the number on screen, and the assembly day disappeared from the team's calendar.

03

Photo cost per class finally visible

O cenário

The company did not know how much it cost to produce and deliver the photos for each class.

Com o sistema

Gallery KPIs brought in storage, face indexing, and production per class.

O resultado

The package price was adjusted based on real cost, not an old estimate.

Como funciona

O caminho que a informação faz em BI and KPIs

Cada etapa é um módulo de verdade, e o que sai de uma entra na outra sem ninguém digitar de novo.

  1. 1Operations recordSales, billing, production, and events enter the system the moment they happen.
  2. 2KPIs calculateDashboards and scores read the same database, with no overnight load and no parallel version.
  3. 3Alerts get aheadAt-risk classes, costs overrunning, and tight deadlines show up before they become problems.
  4. 4Decisions happenThe meeting starts with the number on screen, not with a week of spreadsheet building.
  5. 5Results calculatedMargin per class and per event closes the loop and feeds next season's pricing.

Módulo por módulo

Tudo o que existe em BI and KPIs

7 módulos e 41 recursos nesta página, o mesmo cadastro de turma, formando e evento sustentando todos eles.

Dashboards by Area

Every area with the dashboard it actually uses.

  • Finance with receivables, delinquency, and projected cash flow
  • Sales with pipeline, conversion, and targets
  • Production with orders, deadlines, and bottlenecks
  • Events with planned versus actual cost
  • Photography with volume, selection, and delivery
  • Occupational safety with rates and open items

Health Score

One number that sums up the health of the relationship, with the reason behind it.

  • Score per class combining enrollment, delinquency, and engagement
  • Score per customer and per institution
  • Tiers configurable by company
  • Breakdown of what pulled the score down
  • Batch recalculation, without slowing down operations
  • Score history over time

Report Center

All system reports in one place, with keyboard search and favorites.

  • A single catalog with every module's report screens, data sources, and company templates
  • Search opened with a keyboard shortcut, finding reports by name or topic
  • Favorites and recents per user, with everyday reports on the first screen
  • More than sixty sources in the same viewer, from finance to legal
  • Filters generated from the source itself, period presets, column selection, and grouping with subtotals
  • Summary mode that aggregates in the database, so large queries do not turn into waiting
  • Any query saved as a company report, which also opens in the builder
  • Export to PDF, Excel, CSV, HTML, and JSON with your company's logo, details, and footer

Générateur de rapports

People who know the business build reports without asking IT.

  • Data sources exposed by module, with permissions
  • Filters, groupings, and totals built on screen
  • Reports saved and shared by role
  • Scheduled email delivery
  • Spreadsheet export when needed
  • Sensitive data sources deliberately kept out of the builder

Full-Screen Dashboard

KPIs on the operations wall, with no one refreshing them.

  • Full-screen monitoring dashboard for TV
  • Automatic refresh, no intervention needed
  • Today's operational KPIs
  • Highlighted alerts when something falls outside the norm
  • Configure what appears on each screen

Profitability and Unit Economics

What is left per class, per event, and per graduate.

  • Margin per class with actual revenue and costs
  • Cost per graduate and per event
  • Comparison across classes, programs, and institutions
  • Management DRE by cost center
  • Impact of each area on the bottom line

Data Governance

Not everyone sees everything, and that is on record.

  • Permissions per dashboard and per data source
  • Sensitive personal data kept out of BI, by design
  • Export trail, with author and volume
  • Isolation by company and by branch
  • Consistency guaranteed by reading the transactional database, not a copy

Encontre o plano ideal para BI and KPIs

Compare os módulos e escolha a configuração que acompanha sua operação.