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Executive
Dashboards

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Your Business, At a Glance

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See What Matters. Act with Confidence.

AI-powered executive dashboards that turn complex data into clarity — built for decision makers.

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Executive
Dashboards
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Financial charts and graphs

Real-Time Insights. Smarter Oversight.

See Your Business Like a CFO

Custom dashboards designed for clarity, growth, and investor confidence — without building a finance team from scratch.

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Executive
Dashboards
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Your Single Source of Financial Truth

Total Visibility Across Holdings

Live P&L, cash flow forecasts, and KPIs in one place — powered by AI and built for performance.

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Executive
Dashboards
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Dashboards That Think Ahead

Total Visibility

From predictive forecasting to anomaly alerts — our AI dashboards do more than just display data.

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What We Offer

From Raw Data to Executive Insights—Fully Managed We go beyond visuals. Our Executive Dashboard services cover the full lifecycle, from concept to post-launch optimization.

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Dashboard Strategy & Design

  • Understand business KPIs & stakeholder needs
  • Custom wireframing and dashboard blueprint
  • UX/UI tailored for executives, boards & investors
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Data Preparation & Integration

  • Connect internal & external data sources
  • Cleanses, transform, and model data
  • Build data pipelines with real-time refresh
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Development & AI Enablement

  • AI-augmented forecasting and anomaly detection
  • Embedded NLP for query-based reports
  • Powered by modern BI tools (Power BI, Tableau, Looker, Google Data Studio)
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Go-Live & Post-Support

  • Full deployment with performance tuning
  • Team training & user adoption
  • Ongoing enhancement, support, and updates

The Challenges We Solve

From Complexity to Clarity—We Bridge the Gap Leaders are overloaded with fragmented reports, disconnected tools, and insights that arrive too late. We fix that—with dashboards designed to work the way executives think.

Common Challenges Vs. Deltabridge Solutions
The Challenge Our Solution
Disconnected Systems & Siloed Data Unified data layer integrated across ERP, CRM, POS & more—automated, clean, real-time
Manual Reports, Always Outdated Live dashboards with continuous data sync—no more end-of-month delays
Misaligned KPIs Across Functions Role-based views & stakeholder-specific KPIs—designed for clarity and relevance
No Forecasting Or Trend Visibility Embedded AI and predictive models to see what’s ahead, not just what happened
Hard-To-Adopt Dashboards Executive-first UI/UX—clean, focused, and easy to navigate
Lack Of Internal Resources To Build Fully managed delivery: from scoping to deployment and beyond
One-Off Builds, No Support Post-go-live care, dashboard tuning, and analytics enhancement plans

Types Of Dashboards We Build

Dashboards Tailored to Every Strategic Role

We don’t believe in one-size-fits-all dashboards. Each executive, department, and decision-maker views success differently—so we build dashboards that reflect your unique goals, KPIs, and operating rhythm.

C-Suite Scorecards

Founders, CEO's, CFO's, COO's

  • Fund performance (IRR, MOIC, TVPI)
  • Portfolio company metrics & cap table analysis
  • Cash burn, valuation, and exit scenarios
  • Quarterly snapshots and deal pipelines

AI-powered KPI trend analysis & variance explanations

C-Suite Dashboard

Use Case: Weekly business reviews, board prep, and investor discussions

Finance Dashboard

Use Case: Finance team performance reviews, risk control, liquidity planning

Finance Operations Dashboards

CFO'S, Finance Controllers, Treasury Heads

  • Accounts Payable/Receivable aging
  • Working capital cycle analysis
  • Treasury & cash position
  • Month-end close status

Drill-down to invoice-level and journal entry-level data

AI-Powered Predictive Dashboards

Strategy Heads, Analysts, Business Leaders

  • Accounts Payable/Receivable aging
  • Working capital cycle analysis
  • Treasury & cash position
  • Month-end close status

Drill-down to invoice-level and journal entry-level data

Predictive Dashboard

Use Case: Weekly business reviews, board prep, and investor discussions

Cross-Functional Dashboard

Use Case: Company-wide sync-ups, strategy alignment meetings

Cross-Functional Business Dashboards

CMOs, Sales Directors, Operations Managers, Founders

  • Marketing ROI, CAC vs. LTV, funnel analytics
  • Sales pipeline, win/loss ratio, regional performance
  • Ops metrics like throughput, efficiency, and backlog
  • Finance metrics side-by-side with operational drivers

Unified metrics across departments with filterable views

Family Office & Legacy Dashboards

Family Principals, Wealth Advisors, Next-Gen Leaders

  • Multi-asset portfolio summary (real estate, equity, PE, REITs)
  • Yield tracking, IRR by investment class
  • Estate planning visibility & family charter compliance
  • Real-time cash position across entities

Dynamic asset map, yield waterfall, next-gen UI for younger members

Family Office Dashboard

Use Case: Weekly business reviews, board prep, and investor discussions

AI + Data Science At The Core

Our dashboards are not just visual—they're intelligent.

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Predictive KPIs
using machine learning

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Anomaly detection
to flag issues early

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Embedded data science
logic tailored to your domain

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Smart filters
and dynamic drill-downs

Why Delta Bridge

At Deltabridge, we don’t just build dashboards—we build clarity. Our unique model blends deep financial expertise, cutting-edge data science, and world-class technology partnerships to help leaders see their business like never before.

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Finance-Led. Tech-Enabled.

Our roots are in finance leadership. From CFOs to FP&A experts, our team understands the questions executives ask—and designs dashboards that answer them with precision.

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AI-Powered, Future-Ready.

We embed intelligent features like predictive analytics, anomaly detection, and smart forecasting—so you’re not just looking at the past but navigating the future.

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Designed for Decision Makers

Whether you're a founder, CFO, board member, or investor, our dashboards are tailored to your lens—with just the right level of detail, delivered in real time.

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Built with the Best.

Through strategic alliances with leading BI platforms and dashboard developers, we deliver faster, scalable solutions customized to your needs—without reinventing the wheel.

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End-to-End Delivery.

From defining KPIs to data integration and post-go-live support, we take full ownership—ensuring a seamless experience and lasting value.

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What Sets Us Apart

  • Finance-first approach to design
  • Full integration with your systems
  • Fast rollout through partner accelerators
  • Custom UX for each stakeholder type
  • Ongoing support & optimization

See better. Decide faster. Lead smarter. That’s the Deltabridge promise.

Built With The Best — Our Tech & Partner Ecosystem

We partner with world-class platforms to deliver intelligent dashboards at speed and scale.

At Deltabridge, we don’t reinvent the wheel—we plug into the best tools in the world to build powerful, enterprise-grade dashboards. Through our curated ecosystem of BI tools, data platforms, and analytics partners, we ensure seamless integration, faster deployment, and future-proof scalability.

Technology Platforms We Work With

We’re platform-agnostic—but not performance-agnostic. We choose the right tools based on your business needs, team maturity, and scalability goals.  

Platform What It Powers Ideal For
Power BI Enterprise-grade dashboards with deep MS integration Finance-led organizations, ERP-heavy setups
Tableau Advanced visualization & exploration capabilities Data-rich teams needing rich interactivity
Qliks Associative data engine for in-memory analysis Real-time insights & rapid data discovery
Looker Semantic modeling & scalable analytics SaaS, tech, and product-led businesses
Google Data Studio
 Lightweight, cloud-native, easy to use Startups and lean executive teams
Custom BI Tailor-made solutions Proprietary business models or legacy data

Pre-Built Connectors & API Integrations

We Integrate Your Dashboards Directly With Key Business Systems:

No spreadsheets. No manual refresh. Just live, connected data.

ERPs
SAP, Oracle Fusion, Microsoft Dynamics
CRMs
Salesforce, HubSpot, Zoho
POS & Retail
Shopify, Magento, Square
HR & Payroll
Workday, BambooHR, Oracle HCM
Project Systems
Primavera P6, Unifier, Jira
Accounting
QuickBooks, Zoho, Xero, NetSuite

No spreadsheets. No manual refresh. Just live, connected data.

Partner Network

We maintain a growing network of global and regional partners including dashboard developers, cloud data engineers, and visualization designers to extend our reach and accelerate time to value.

  • Certified Power BI, Tableau and Qlik and custom BI Developers
  • Data engineering partners for warehousing & ETL (Snowflake, BigQuery, Azure Synapse)
  • UI/UX and product design partners for dashboard customization
  • AI & ML experts to power smart insights and automation

Need to build fast? We assemble the right squad for your business—on demand.

How It Comes Together

Your Tools. Our Team. One Seamless Dashboard Experience.

Our end-to-end approach means you don't have to coordinate between analysts, developers, or vendors. We own the outcome—so you can focus on making decisions, not managing dashboards.

Platform Selection
Smart filters and dynamic drill-downs
Data Integration
Salesforce, HubSpot, Zoho
Dashboard Development
Salesforce, HubSpot, Zoho
Partner Enablement
Workday, BambooHR, Oracle HCM
Support & Optimization
Primavera P6, Unifier, Jira

Your tools. Our team. One seamless dashboard experience.

Who We Are

Dashboards Designed for the People Who Lead

Our executive dashboards are built for leaders who need clarity, speed, and insight to drive impact.

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Founders & CEOs

Stay on top of growth, cash flow, and strategic metrics—without getting buried in spreadsheets.

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CFOs & Finance Leaders

From live P&Ls to working capital and treasury analytics, we deliver the data finance teams need to perform and report with precision.

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Board Members & Investors

Access high-level KPIs, IRR, and portfolio performance in a format made for quick review and strategic oversight.

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Family Offices & Legacy Holders

Visualize multi-asset holdings, real estate yield, and intergenerational wealth data in dashboards built for discretion and depth.

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Enterprise & Sector Leaders

For operators in real estate, entertainment, healthcare, and logistics—we map dashboards to operational KPIs and business outcomes.

Whether you're running a fast-scaling startup or managing complex portfolios across regions, we tailor each dashboard to your role, sector, and decision-making needs.

End-to-End, Scalable Delivery Model

From Kickoff to Live Insights—We Own the Delivery

Our delivery model is designed to take the load off your team. Whether you're starting from scratch or enhancing an existing BI environment, we handle the entire lifecycle—while giving you the flexibility to scale with confidence.

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Discovery & Strategy

We begin by understanding your goals, defining the right KPIs, and aligning dashboard outcomes with leadership needs.

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Data Integration & Preparation

We connect your systems, clean and transform data, and establish pipelines to ensure reliability and accuracy.

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Dashboard Design & Development

Using the right BI tools and UX principles, we build custom dashboards that are intuitive and insightful.

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Deployment & Training

We launch with a focus on usability—supporting team onboarding and adoption across departments.

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Ongoing Optimization

We stay engaged post-launch to refine dashboards, add new views, and ensure your insights evolve with your business.

Need To Go Fast?

We can launch MVP dashboards in weeks and scale up as your needs grow—modular, agile, and always aligned with your business rhythm.

Explore More From DeltaBridge

Your business needs more than one solution—discover how our full suite of services can work together to drive smarter growth. See how we support your journey—from setup to strategy, execution to insights.

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