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KPIs dashboard updates for management

Purpose

1.1. Real-time aggregation and presentation of operational, financial, and quality KPIs for management insight.
1.2. Eliminate manual reporting, facilitate speedy decision-making, and align with ISO and industry quality standards.
1.3. Integrate data from ERP, MES, finance, and production control for a unified performance view.
1.4. Enable drill-down into product lines, process efficiency, downtimes, and scrap rates by shift, line, or customer segment.
1.5. Escalate anomalies (out-of-spec, delayed orders) automatically as dashboard notifications or emails.

Trigger Conditions

2.1. Data entry or update to ERP/MES/production logs.
2.2. Scheduled time-based triggers (e.g., hourly, daily at EOD, weekly).
2.3. File upload (e.g., new batch production report or lab results).
2.4. API notification or webhook from external applications (finance, QC, inventory).
2.5. Manual trigger from management or supervisors for ad hoc updates.

Platform variants


3.1. Microsoft Power BI
• API: POST to Power BI REST API for dataset push.
• Example: Configure Power BI Streaming Dataset; send KPI records via HTTP action.
3.2. Google Data Studio
• API: Connect via Google Sheets API; update Sheets as Data Source.
• Example: Use “spreadsheets.values.update” with batch KPI values.
3.3. Tableau Cloud
• Feature: Web Data Connector (WDC); push JSON-formatted KPI data.
• Example: Configure Tableau WDC endpoint for periodic pulls or REST API POST.
3.4. Salesforce
• API: Use Lightning Dashboard REST API "/services/data/vXX.X/analytics/dashboards".
• Example: PATCH endpoint with new reporting rows.
3.5. Monday.com
• API: "boards_mutate" to update dashboards.
• Example: POST mutations changing item columns.
3.6. Smartsheet
• API: Sheets API “Update Rows” for KPI rollup sheets.
• Example: PATCH to /sheets/{sheetId}/rows for metric values.
3.7. Klipfolio
• API: Data Source Push API.
• Example: PUT JSON array to refresh metrics.
3.8. Google Sheets
• API: Google Sheets API “Update Cells”.
• Example: PATCH “/v4/spreadsheets/{spreadsheetId}/values”.
3.9. SAP Analytics Cloud
• Feature: Data Import API.
• Example: POST to Cloud Model with new KPI batch.
3.10. Qlik Sense
• API: QRS (“qrs/app/object/sheet/{id}/data”).
• Example: POST updated DataModel via REST.
3.11. Zoho Analytics
• API: “Import Data” POST API.
• Example: Push JSON rows to Table endpoint.
3.12. Airtable
• API: PATCH “/v0/{baseId}/{tableName}”.
• Example: Update record cells with new KPI data.
3.13. Sisense
• API: Elasticube Data POST.
• Example: Push datasets via REST connector.
3.14. Domo
• API: “/v1/datasets/data”.
• Example: PUT payload to update indicators.
3.15. Redash
• API: POST to API key endpoint to refresh KPIs.
• Example: Automate “refresh_query” for reports.
3.16. Grafana
• API: Data Source Push; push metrics to Prometheus or InfluxDB connected as Grafana source.
• Example: POST to timeseries DB.
3.17. Notion
• API: "PATCH database/{database_id}/pages".
• Example: Update KPI rollup pages.
3.18. Odoo
• API: XML-RPC “object.execute_kw” to update Analytic Lines or Dashboards.
• Example: Push values to analytic.account entries.
3.19. Looker
• API: POST “/api/3.1/queries/run/json”.
• Example: Push new query result for visualization.
3.20. Asana
• API: Task Custom Field Update.
• Example: PATCH KPI metrics field in designated projects.

Benefits

4.1. Instant visibility into real-time performance across process, quality, and financial axes.
4.2. Data-driven management decisions from an always up-to-date dashboard.
4.3. Eliminates risks of outdated or manually aggregated metrics.
4.4. Supports compliance, transparency, and continuous improvement initiatives.
4.5. Frees staff from manual reporting to focus on operational excellence.
4.6. Proactively alerts for negative KPI drifts or crisis thresholds.

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