Use case
A leadership control desk on top of your ERP and accounting data
A leadership control desk is not a larger dashboard. It is the shared operating surface for what changed, what matters, and what to do next.
Current readout
KPIs and operating movement are presented for leadership review.
Contextual alerts
Signals explain why the change matters and what risk it creates.
Action follow-up
Recommended actions keep ownership tied to the original signal.
Problem
Leadership does not need every dashboard
Most ERP and BI setups can show many reports. Leadership usually needs a smaller operating loop: current state, material risks, and actions with owners.
- The team loses time choosing which report to open.
- Signals are separated from the decision they should trigger.
- Weekly meetings restart from context that already existed last week.
Workflow
What the control desk includes
DataBrief organizes ERP and accounting data around the operating questions leadership asks every week.
- What changed in revenue, costs, cash, collections, payables, and margin?
- Which risks deserve attention now?
- Which action should be accepted, assigned, or reviewed?
DataBrief fit
How DataBrief supports the routine
DataBrief gives leadership a shared place to review KPIs, alerts, recommended actions, and contextual chat without rebuilding a custom BI project first.
- Starter fits simple company-level routines with one connected system.
- Pro fits teams that need more systems, faster refreshes, and project-level margin.
- Advanced fits multi-entity, partner-led, or custom integration rollouts.
Checklist
Use this before the next review
Choose the weekly operating questions before choosing charts.
Define the few alerts leadership wants surfaced every week.
Keep action ownership in the same surface as the KPI signal.
Related pages
Book a demoKeep exploring
Weekly business review from ERP data
Build the meeting cadence around the control desk.
Odoo integration
Review how Odoo data can feed the control desk.
ERP dashboard vs DataBrief
Compare source-system dashboards with the DataBrief loop.