Business Intelligence & Dashboards

The Finance Controller v1.0

Head of controlling at a 250-person machine builder in Baden-Württemberg. Closes the month from DATEV, the ERP, the CRM and a dozen Excel files that colleagues still mail around, and spends two days a month copying numbers into the management report. Wants the sources connected and refreshed on a schedule, one definition of contribution margin on every page, a report that prints cleanly for the advisory board, and data that stays where the auditors expect it.

The Managing Director v1.0

Runs a 40-person service company with HubSpot, an online accounting tool, a help desk and a project management app, and no one whose job is data. Wants revenue, pipeline, utilisation and open tickets on one screen in the office and on their phone, set up in an afternoon from ready-made connectors, a weekly summary in the inbox on Monday morning, and a price that does not double when the whole team wants to look.

The Data Analyst v1.0

The first data hire at a Hamburg e-commerce scale-up, with orders, marketing spend and customer data landing in a PostgreSQL warehouse every night. Answers the same question three times a week because every department computes revenue differently. Wants a SQL editor and a query builder for colleagues, metrics defined once in a model that lives in Git, natural-language questions that show the query they ran, and a way out that does not mean rebuilding every dashboard.

The IT Administrator v1.0

IT lead at a mid-sized healthcare supplier whose reports touch customer, pricing and employee data. Is asked to approve a BI tool after a department has already started a trial. Reads where extracts and caches are stored, whether the tool reaches the ERP database through a gateway or wants it opened to the internet, whether sales sees only its own region, and whether single sign-on and an audit log come with the plan or behind a sales call. Prefers an edition they can run themselves.

The SaaS Product Lead v1.0

Product lead at a Vienna software company selling fleet management to 600 business customers, each of whom asks for reports the team keeps building by hand. Wants dashboards embedded in the product under its own brand, every customer seeing only their own rows, customers building their own views without a ticket, and an embedding licence whose cost they can put into the product's price before signing.

The Skeptic v1.0

Has seen "connect any data source" on a tool with eight connectors and a CSV upload, "self-service" that ends with every department defining revenue its own way, "free viewers" that need a paid licence to open a shared link, and "AI insights" that never show the query. Asks where the extracts are stored, whether dashboards and definitions can be exported in a format another tool reads — and what leaving would cost.