/
/
Dashboards & reporting
Operating foundation
Create focused views for executives, managers and operational users, using consistent measures drawn from the same underlying records.
Part of Platform
Build operational and executive views around the metrics each team needs to manage.
01
Clear separation between brands and tenants
02
Granular access by role and responsibility
03
One governed source of operational truth
What it covers
PilotOS brings the workflow, context and management visibility together. Teams spend less time reconstructing what happened and more time moving the work forward.
01
Configurable dashboard layouts
02
Operational, commercial and risk measures
03
Role and team-specific views
04
Drill-through from summary to source record
Built for day-to-day operations
Keep dashboards & reporting activity connected to the merchant, partner and commercial records your teams already use.
Assign every action, review and exception to a named person or team, with priorities and due dates visible.
Apply permissions, approvals and escalation rules wherever commercial or operational authority matters.
Move from summary measures into the underlying records, decisions and activity without rebuilding the story manually.
From design to operation
Discover
Understand the current dashboards & reporting process, its systems, owners and points of friction.
Configure
Set the data, workflow, permissions, communications and management controls around agreed requirements.
Validate
Run real operating scenarios with the people who own the process and resolve exceptions before rollout.
Review
Measure adoption and outcomes, then refine the operation as volumes, products and responsibilities change.
Designed for
Operations leaders
System administrators
Governance teams
Each team sees the information and actions relevant to its responsibility, while management retains one view of performance and control.
Frequently asked questions
Yes. PilotOS is configured around your stages, responsibilities, terminology and controls. The objective is to improve the operating model without forcing teams into an unfamiliar generic process.
Yes. Dashboards & reporting works with the same merchant, partner, communication and reporting records used across platform and the wider platform.
Role-based permissions, tenant boundaries and approval rights determine what each user can see and do. Material activity is retained in the operational history.
We start with the highest-value dashboards & reporting journey, agree the data and controls it needs, then configure and validate it with the people responsible for the process.
Also in Platform
We will review the current process, identify the most valuable improvements and demonstrate the relevant PilotOS workflow using your priorities.