How Nebulas Analytics Organizes KPIs for a Growing Company

01

What a growing company gains

Nebulas Analytics turns authorized business data into KPIs, charts, and tables, keeping sales, profitability, finance, customers, inventory, and operations in the same analysis space, from the executive overview to operational detail.

02

How KPIs are organized in the dashboard

• The dashboard brings together indicators for sales, purchases, profitability, credit, customers, inventory, orders, and activities.
• Each user can move, show, or hide widgets according to their own priorities.
• The selected period is directly compared with the previous period to read the trend.

03

What is needed before starting

Prerequisites

• Authorized business data on sales, purchases, and profitability available in the system.
• Financial information: cash flow, due dates, receivables aging, received electronic invoices.
• Inventory data: value and units in stock, categories, products below threshold.
• Customer and operational data: segmentation, lead funnel, projects.

04

A hypothetical case

Hypothetical example: a growing company compares quarterly revenue, costs, and gross margin with the previous period, exports the tables to CSV for the board, and in the same view checks products below threshold in inventory and open orders to be shipped.

05

What to check periodically

• Compare revenue, costs, and gross margin with the previous period before each review.
• Check cash flow, net balance, and due dates to anticipate liquidity pressures.
• Monitor products below threshold, reserved quantities, and open orders to avoid stock shortages.
• Export to CSV the sales and profitability tables that feed external reports or periodic reviews.

06

What the company can do within Nebulas Analytics

Each role can customize its own dashboard by moving, showing, or hiding sales, finance, inventory, and customer widgets, while keeping the same shared analysis space.

Sales and profitability tables can be exported to CSV for management reviews or comparison across different periods.

07

Suggested steps to set up monitoring

Steps

1. Identify which authorized data domains are needed: sales, finance, inventory, customers, operations.
2. Configure the dashboard by choosing the relevant widgets for each business role.
3. Set up comparison between the current and previous period as a review habit.
4. Export to CSV the sales and profitability tables needed for periodic reports and keep them as a record.

08

Next step

Those who want to understand how to organize their own KPIs can request an overview of the Nebulas Analytics dashboard for sales, finance, inventory, and customers.