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KPI & Monitoring Dashboards

Every cockpit card, analytics report and process-transparency feature Enflow puts in front of management — on one page, as-is.

Executive Cockpit

The role-based landing panel every user sees, fully customizable per role — 26 KPI cards plus a critical-alerts strip.

01
General KPI Summary

Win rate, open pipeline, won/lost opportunity count at a glance.

02
Critical Alerts Strip

Merges tender, guarantee, invoice, milestone, contract and legal deadlines by urgency.

03
Total Pipeline

Total value of active opportunities, with an exportable list.

04
Won Value

Total value and count of won opportunities.

05
Lost Value

Total value and count of lost opportunities.

06
Average Win Probability

Weighted average close probability across active opportunities.

07
Sales Pipeline Chart

Opportunity distribution by stage (pie chart).

08
My Opportunities

A rep's personal list of active opportunities.

09
Pending Cost Approvals

Count and value of proposals awaiting approval.

10
Approval Chain Bottleneck

How many approvals are pending per role, and the oldest wait time.

11
Tender Deadlines

Active tenders sorted by submission deadline.

12
Tender Pipeline

Active / submitted / won / lost tender counts.

13
Withdrawn Tenders

A record of tenders management deliberately walked away from — doesn't skew win rate.

14
Guarantees Expiring Soon

Guarantee letters expiring within 30 days.

15
Guarantee Requests

Guarantee-letter requests not yet issued.

16
Financing / Cash Flow

Total receivables and overdue amount by currency.

17
Invoices Due

Sales invoices due or overdue.

18
BoM Hand-offs

Bill-of-materials hand-offs from presales to procurement.

19
Purchase Requests

Purchase request count grouped by status.

20
Active Projects

Active project count and average margin.

21
Upcoming Milestones

Project milestones due within 30 days.

22
Contract Deadlines

Deadlines across active contract workflows.

23
Legal Case Deadlines

Due dates and priority for open legal cases.

24
Top Risks

The 5 most critical corporate risks by probability × impact score.

25
Virtual Agent Activity

Today's agent runs, autonomous actions taken, pending ratifications.

26
Visit Performance

Planned vs. completed visit rate, visit-to-opportunity conversion, per-rep KPI bonus points.

27
My Tasks

Personal pending task and unread notification count.

28
Incoming Reports

Unit reports awaiting review.

29
Unit Report KPI

Chart of submitted vs. reviewed unit reports, by unit.

Growth Analytics

17 deep-dive reports built from sales, tender, procurement and customer data — from pipeline health to customer concentration risk.

01
Conversion Funnel

Stage-to-stage conversion rates, pinpointing where deals leak.

02
Loss Reasons

Breakdown of lost opportunities by cause.

03
Tender Win-Rate Breakdown

Win rate by authority and method, average bid value.

04
BoM Cost Variance

Gap between quoted-time cost and actual procurement cost.

05
Weighted Forecast & Target Coverage

Probability-weighted pipeline against the sales target.

06
Bid / No-Bid Scorecard

A 0-100 pre-decision score recommending bid or pass.

07
Document Portfolio

Corporate document category mix and documents expiring soon.

08
Physical Archive Analytics

Archive box distribution and records checked out too long.

09
Customer & Public-Sector Concentration

HHI-based measure of customer dependency risk.

10
Business Health Score

A composite 0-100 score from sales, tender, finance, customer and compliance data.

11
Project Health Score

Project risk score from margin, schedule and budget data.

12
Customer Health Score

Customer risk score from payment behavior, win rate and activity.

13
DMO Analytics Summary

Revenue, net profit, margin and unprofitable-order summary for the DMO channel.

14
Brand & Product Category Volume

Business volume by brand, category and vendor (top 5, broken down).

15
Unit Budget Absorption

Share of a unit's staffing budget actually allocated to projects.

16
Receivables Aging & DSO

Receivables by age bucket, average days sales outstanding.

17
Workflow Bottleneck

How much backlog has built up at each role in the approval chain.

Management Reporting

Per-unit metric panels for 7 departments, period-over-period comparison, and field consolidation.

01
Overview Panel

Each unit's top 3 headline metrics and charts for the period.

02
CRM/Sales Unit Metrics

Opened/won/lost opportunities, win rate, pipeline value.

03
Presales/Technical Unit Metrics

Proposal count, status mix, BoM hand-offs, average margin.

04
Procurement Unit Metrics

Request count, PO value, delivery count, pending approvals.

05
Finance Unit Metrics

Invoices issued, collections, receivables, guarantee status.

06
Legal Unit Metrics

Opened/closed/open cases, high-priority and overdue counts.

07
Tender Unit Metrics

Tender count, win/loss, document-completion rate.

08
Project Management Unit Metrics

Active/completed projects, progress, planned vs. actual margin.

09
Period Comparison (▲/▼)

Every metric auto-compares against the prior equivalent period.

10
Consolidation Report

Per-rep daily report counts and planned-vs-completed visit reconciliation.

11
Visit-to-Opportunity KPI Score

Per-rep visit-match success score.

12
Report Approval Flow

Unit reports tracked draft → submitted → reviewed, with escalation.

Profitability & Treasury

A time-aware, accrual-and-cash-parallel profitability engine — from single project to full year.

01
Grain Switcher

Project / monthly / quarterly / yearly profitability views.

02
Planned / Actual / EAC Margin

Side-by-side comparison of all three, plus variance %.

03
Accrual & Cash-Basis Parallel Reporting

The same data under two accounting bases, side by side.

04
Consolidated Cash Position Chart

Cumulative cash flow; deficit windows highlighted in red.

05
Treasury Contribution Panel

Financing cost, surplus-cash yield, and net treasury contribution.

06
Plan-Drift Table

How monthly plan forecasts have shifted over time.

07
Financial Instrument Scenarios

Factoring, term deposit and forward-FX lock comparisons.

08
Overhead Include/Exclude View

Toggle instantly between fully-loaded margin and contribution margin.

DMO Channel

A dedicated, rebate-and-commission-aware profitability engine for the State Supply Office (DMO) sales channel.

01
DMO Grain Switcher

Monthly / quarterly / yearly / per-institution breakdown.

02
Net Profit

Net profit of active DMO orders after rebate and commission.

03
Net Margin %

Net profitability ratio, by period and institution.

04
Unprofitable Order Count

Number of loss-making orders — an early warning signal.

05
Opportunities in Evaluation

Count and value of unconfirmed DMO pipeline.

06
Period Table & Chart

Revenue, rebate, commission and net profit in a stacked chart.

Process & Approval Transparency

Where an approval is waiting, and who's causing the delay — all on one screen.

01
Pending Approvals Panel

Approvals routed to your role/unit, shown with deal context.

02
Approval Chain Sequence View

The full Finance → BD → Executive → Contracts flow, at a glance.

03
Unified Work Queue

Approvals, proposals, deliveries and tasks merged into one deadline-sorted list.

04
Approved/Rejected History

A permanent record of resolved approval decisions.

05
Approval Authority Matrix

Role- and amount-based approval template (DoA).

06
Empty-Seat Auto-Skip

Stages with no active user are auto-skipped or handed to a virtual agent.

07
Delegation Visibility

Time-boxed or indefinite delegation of approvals.

08
Multi-Approver ANY/ALL Resolution

Transparent logic for parallel stages — any one, or everyone, must approve.

09
Approval SLA & Auto-Escalation

Overdue approvals automatically escalate to executive management.

10
Task SLA Escalation

Overdue tasks escalate to the direct department manager.

Audit Trail

Who changed what, and when — every mutation in the system is logged.

01
Live Audit Trail

Every create/update/delete/approve/hand-off event, timestamped.

02
Entity Type & Action Filtering

Filterable log stream across 24 entity types.

03
Detail Record View

Drill into the raw change detail behind any log row.

04
Automatic Archiving

Logs older than 180 days are archived to a sha256-sealed file.

05
Human/Agent Actor Tagging

Every record carries which person — or which virtual agent — performed it.

06
Permanent Snapshot

The audit trail stays meaningful even if the underlying record is deleted or renamed.

07
Agent Provenance Badge

Click "Agent: Done by X" to see the rationale and a dispute/undo control.

Corporate Governance

Lessons-learned, risk, KPI and external-document registers — with tenant-configurable document numbering.

01
Lessons Learned Register

Structured records with category, root cause, action and impact badge.

02
Risk & Opportunity Register

A color-coded 1-25 risk matrix from probability × impact.

03
Corporate KPI Register

Period target vs. actual, with a goal-attainment indicator.

04
External Document Register

Source, version and status tracking for external references.

05
Automatic Document Numbering

A tenant-specific, atomically-sequenced document code attached to every record.

Virtual Agent Oversight

Every decision made by the 8 virtual agents filling empty seats is visible, justified and reversible.

01
Plugin Catalog

Status, license and advisory/autonomous mode toggle for every agent.

02
Run History

Every agent run's target, rationale and output, on record.

03
Pending Ratification Counter

Agent outputs awaiting approval, at a glance.

04
Ratify / Reject Control

The receiving human approves or rejects the agent's recommendation.

05
Manual Trigger

Any agent can be run on demand.

06
Domain-Specific Rationale Generation

Every agent reports the reasoning behind its recommendation to management.

07
Autonomous-Action Safety Gate

Only actions flagged reversible run automatically, each producing its own audit record.

Workflow Design Visibility

How processes are designed — and how they actually run — is fully transparent to the GM.

01
Process Designer

Responsible unit, approval type and delegate assignment visible for every stage.

02
Multi-Approver / Parallel Stage Visibility

ANY/ALL mode and approver-count badge.

03
Skip-Logic Preview

Live preview of where the flow reroutes if a stage is disabled.

04
Hand-off Modal

Warns of missing requirements before transferring to the next unit.

05
Digital Process Tracker (Simulation)

A step-by-step, playable view of the real live workflow.

06
Process Taxonomy

Transparent view of which processes are wired to live modules.

07
Custom Process Definition

A tenant can define its own process from scratch.

08
Default Template Loading

Installs 13 validated processes in one call, with a results report.

Let's find out where your process is broken.

In a short demo, we'll show how your own process flows through the Enflow chain.