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EZDash Dashboards & BI
DASHBOARDS & BUSINESS INTELLIGENCE

Explore your
business performance.

Compare locations, products and customers in interactive dashboards. Explore the detail yourself or discuss it with AI.

Explore dashboards Get help with setup

Explore a wholesaler’s performance.

Where should the Smithfield manager focus?

Filter to Smithfield to compare sales, margin, discounts and sales missing from product reporting.

01

Filter and drill down

Compare depots, products and periods to find where performance differs.

Filters · Cross-filtering · Drill-downs
02

Share a filtered view

Send colleagues a link with your filters and tab selected. Their access permissions still apply.

Shared views · Filter-aware links
03

Schedule email updates

Have chart and dashboard snapshots delivered before your team’s regular review.

Scheduled dashboard emails

Bring your data and business context together.

Large datasets and business documents

Combine sales, finance and operational data across locations, channels and years of history.

Business dataPOS, ERP, CRM, Excel reporting & Google Sheets
Business knowledgeProduct guides, operating policies, documents & past reports
Connected in EZDashDashboards for the data; documents and business rules for AI context.

Create dashboards with the AI Assistant.

Describe what you want to improve. The Assistant helps refine the requirements and creates charts and dashboards through conversation, without writing SQL.

See the Build-mode conversation

Control access and presentation.

Role-based access

Use role-based access (RBAC) and row-level rules to limit data by team, location or client. We configure and test permissions.

Embedded dashboards

Add dashboards to your application or client portal using iframes, with authentication and permitted domains configured.

Custom branding

Adapt dashboard themes, colours, fonts and branding to your business.

Bespoke email marketing, customer retention and supplier follow-up workflows can be scoped separately.

Our analysts help you get started.

We set up EZDash around your business priorities and help your team use it.

Discuss your use case
01

Agree the priorities

Review your goals, data sources and existing Excel reporting.

02

Configure EZDash

Connect sources, define measures, build dashboards and configure access.

03

Train your team

Review the first findings together and practise your own business questions.

First agreed rollout within 30 days. Custom extensions are scoped separately.

Continue the analysis with AI

Discuss a finding with the Assistant or schedule agents to investigate it regularly.

Explore EZDash AI

Discuss your business priorities.

Talk to a business analyst