Platform/Visualizing

The right data.
A view you can use.

Turn analysis results into charts, indicators and dashboards. Bring the views your team needs together and share them with the people making decisions.

Dashboard: sales and customers
Dashboard: sales and customers
Dashboard: sales and customers

A native Keix dashboard powered by the sales and customers workflow. Sample data.

A dashboard starts with a question.

How are sales progressing?

A monthly chart makes the trend visible. Data is aggregated in the workflow before it reaches the dashboard.

Which sectors contribute most?

The sector comparison uses sales joined with customer records. Two sources enable a view that a single file cannot provide.

How is revenue distributed?

The sales agent breakdown adds another perspective on the same data. The views stay together in one desk.

One complete view. More ways to understand.

Compare sector contributions over time, find your largest customers and read the revenue breakdown. Different charts, powered by the same sales and customer analysis.

Sales performance dashboard
Sales performance dashboard
Sales performance dashboard

Native Keix dashboard · 60 sales and 12 fictional customers, January–March 2024. Charts calculated from sample CSVs.

Compare over time

The stacked chart separates the overall trend from each sector’s contribution.

Spot concentrations

The sector–month heatmap reveals concentrations without scanning every row.

Change perspective

Customers and sales agents give complementary views of the same revenue.

With Agatha

Bring your question into the chart.

Explore data and build a visualisation with Agatha. Add the chart to your desk and keep working on it with the platform’s tools.

Meet Agatha
An example request
“Show revenue by month, broken down by each sector’s contribution.”

A view like the dashboard above: overall trend and composition in the same chart.

Get the analysis to the people who need it.

Desks

Organise charts and content in a shared workspace. Build a view for your project or your team’s work.

Sharing

Define who can view and who can edit. Dashboards follow desk and workspace permissions.

Report PDF

Prepare reports to use outside the platform. Generation allowances and white-label options are listed in the plans.

Compare plans

What should your dashboard answer?

Start there. In the demo, we’ll connect the question to the sources, calculations and view your team needs.

In practice

Does a dashboard always update in real time?

Refresh depends on the source, workflow execution and configured schedule. Defining frequency and last refresh helps your team interpret each metric in the right period.

Explore further →