StreamEdgeSolutions

Software & Business Systems · Reporting

Sales Management Dashboard

Live sales performance by product, region and rep.

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From$1,999USD one-off

One payment. Work starts once we have confirmed your requirements.

The four questions this page answers

  1. 1

    What you buy

    A build service: we connect up to three of your existing systems and build a dashboard showing how sales are actually performing — by product, territory, channel and salesperson. Built and deployed remotely.

  2. 2

    What you get

    5 deliverables, listed in full below

    • A live sales dashboard deployed to your hosting
    • Up to three data sources connected
    • Scheduled email summaries
    + 2 more
  3. 3

    How it is delivered

    Remote Setup

    Carried out remotely by our team. Nothing is posted and no one visits.

    REMOTE SERVICE

  4. 4

    How long it takes

    6–10 weeks

    Measured from the point everything under “what we need from you” is with us, not from the moment you pay.

A management dashboard consolidating figures from several systems — illustrative concept, not a screenshot of a client system
A management dashboard consolidating figures from several systems. Illustrative interface concept — not a screenshot of a client deployment.

What is this, in plain English?

A build service: we connect up to three of your existing systems and build a dashboard showing how sales are actually performing — by product, territory, channel and salesperson. Built and deployed remotely.

You pay once, we agree what each figure means, then we read from the systems you already run and present one live picture. Targets versus actuals, trends, and the breakdowns managers ask for, without anyone assembling a spreadsheet on a Monday morning. Delivered with scheduled email summaries and a written definition of every metric.

The problem it solves

Sales reporting is a weekly manual export, so by the time anyone sees the numbers they are already stale.

If that does not describe you, this is probably the wrong product. Tell us and we will point you at a better fit rather than sell you the nearest one.

What you get

The concrete things that exist at the end and that you own.

5 deliverables

  • A live sales dashboard deployed to your hosting
  • Up to three data sources connected
  • Scheduled email summaries
  • A written metric definition document
  • 60 days of warranty

What's included

The work covered by the figure in the buy box, at no extra cost.

  • A remote metric definition workshop
  • Up to three source connections
  • Interactive dashboards
  • Target tracking
  • Scheduled summaries
  • Role-based visibility

Not seeing something you expected? Check what you are not buying before you order.

What does it do?

Everything listed here is delivered as part of this product. Nothing on this list is aspirational.

  • Live sales figures from your source systems
  • Targets versus actuals by rep and region
  • Product and channel breakdowns
  • Trend and comparison views
  • Scheduled email summaries
  • Role-based visibility

How it works

The delivery sequence from order to handover.

  1. 1

    Define the metrics

    What each figure means, agreed in writing.

  2. 2

    Connect sources

    Up to three systems read directly.

  3. 3

    Build the views

    Dashboards for each audience.

  4. 4

    Schedule summaries

    Key figures emailed automatically.

Delivery & fulfilment

Stream Edge Solutions ships nothing. Every package on this site is carried out and handed over remotely — this is exactly what happens after you order.

REMOTE SERVICEHow this is delivered
  1. 1We confirm requirementsWe read what you sent with the order, come back in writing with anything missing, and agree the scope before any chargeable work starts.
  2. 2We build and configure remotelySetup, configuration and testing are done by our team over a remote connection — on your systems or on ours, whichever the package specifies.
  3. 3We hand it overYou receive the working setup, the credentials, the documentation and a walkthrough. Everything built for you is yours at handover.

Carried out remotely by our team. Nothing is posted and no one visits. Typical turnaround: 6–10 weeks.

Delivery method
Remote Setup
Expected delivery time
6–10 weeks
Measured from the point everything under “what we need from you” is with us — not from the moment you pay.

Full detail of how work is handed over, what happens if requirements are outstanding and how order records are kept is in the Delivery & Fulfilment Policy.

What we need from you

Nothing starts until these are in place, and the turnaround above is measured from that point — not from the moment you pay.

  • Read-only credentials for each source system
  • Agreement on how each metric is defined, settled at the workshop
  • Your target data, if you track against targets

Who this is for

  • Sales managers and directors
  • Businesses with several products or regions
  • Companies with targets to track
  • Anyone rebuilding the same report weekly

Business needs this addresses: Manage customers, Improve operations

What's not included

Just as plainly as the list above: the things this package is not.

  • Data warehouse construction
  • Cleaning fundamentally inconsistent source data
  • Connecting a system that exposes no API or database access — we check this before building
  • A fourth or further source, priced as the add-on
  • Hosting costs, paid to your provider directly

Anything outside the scope above is quoted separately, in writing, before it is carried out. Nothing is added to your bill without your agreement.

FAQs

What if our data is messy?

We assess it first. Minor inconsistencies we handle in the pipeline; structural problems get flagged honestly, because a dashboard built on unreliable data is worse than no dashboard.

Refund & cancellation

What happens if you change your mind, and what happens to money already paid.

Cooling-off before work starts
You have 7 days after ordering to cancel while work has not yet begun. Up to 25% may be retained to cover scoping and scheduling already carried out.
Work already done
Once delivery has started, refunds are assessed against the work completed and the deliverables already handed over — the list under “what you get” above is what that assessment is made against. Approved refunds are processed within 14 days.
If we cannot deliver what is described here
You are refunded. The scope on this page is the scope we are held to, which is exactly why the exclusions above are stated before you buy rather than after.

The full terms, item type by item type, are in the Refund & Cancellation Policy. How the work reaches you is covered by the Delivery & Fulfilment Policy.

Not sure this is the right product?

We would rather point you at the right thing than sell you the nearest one. Ask us before you buy — no obligation.

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