WelDNA-built example
AI CRM Executive Dashboard
Pipeline value, weighted forecast, risk and attention controls, top opportunities, forecast horizons and human-reviewed next actions.
Dashboards & Business Intelligence
From spreadsheets to decision systems.
WelDNA builds practical dashboards around the customer’s actual data, workflow, KPIs and reporting requirements.
Illustrative dashboard design. Live customer dashboards can be configured around approved data sources, workflows, KPIs and update intervals.
Make important information visible before it becomes a surprise.
WelDNA develops dashboards for engineering, operations, projects, business performance, forecasting, training, workflows and executive reporting. The objective is not decoration—it is to turn scattered data into a management view that supports faster review and better questions.
Custom Dashboard Development
Build visibility around almost any structured process.
The integrated dashboard above brings together six practical areas that can be configured around the client’s approved data, systems, KPIs and reporting requirements.
- Executive KPI and management reporting
- Engineering, drilling and NPT dashboards
- Project, schedule, risk and action tracking
- Revenue, expense and business forecasting
- Sales, CRM and customer activity
- Training, competency and service-delivery tracking
Dashboard examples
See the range of business, forecasting and oil & gas dashboards WelDNA can support.
Click any dashboard to open a larger view. These examples demonstrate production monitoring, executive reporting, CRM forecasting, risk visibility and decision support.
WelDNA-built example
CRM Value Predictions
Weighted pipeline, downside and base cases, AI-improved scenarios, closing dates and 6-month, 1-year and 2-year forecast views.
BI dashboard example
Mining, Oil & Gas Production KPIs
Production volumes, budget attainment, weekly sales trends and lease operating expense monitoring in one management view.
Executive reporting example
Revenue, Expense & Net Profit Reporting
Cost and revenue comparison, contract status, contract categories, expense trends and target-versus-actual profitability.
Dashboard images are shown as portfolio or demonstration examples. Public-facing versions can be anonymized and configured around each client’s approved data, terminology and reporting requirements.
Dashboard Delivery Options
Review it, build it, or support the reporting process.
Dashboard scope and pricing are agreed after reviewing the client’s data, systems, users, security requirements, update frequency and reporting objectives.
Dashboard Review & Improvement
WelDNA reviews an existing Excel, Power BI or reporting process and helps improve KPI selection, structure, visibility and decision usefulness.
Custom Dashboard Build
A purpose-built Excel, Power BI, Python or other appropriate reporting solution based on the client’s data, systems and requirements.
Managed Dashboard & Reporting Support
WelDNA can organize the data workflow, maintain reporting, update dashboards, review outputs and support recurring management or operational reporting.