use cases
Pipelines, KPIs, forms and tasks work together. See how each part of a company usually gets started.
Close the month without copying and pasting spreadsheets, and know right away when cash goes off plan.
data
Bank statements, payables and receivables arrive by spreadsheet or straight from the ERP database.
KPIs
Cash flow, overdue accounts and margin by unit, updated automatically.
tasks
An alert opens a task when the projected balance drops below the minimum.
Track targets by store, salesperson and product, and react before the month ends.
data
Sales from the POS, the online store and the CRM together in a single table.
KPIs
Target vs. actual, average ticket and rankings, full screen in the sales room.
tasks
When a store falls below target, the manager gets a task with the day's number.
Replace email requests and scattered spreadsheets with your own screens, with each request becoming a task.
forms
Purchase orders, store opening checklists and incident reports, with pages that change based on the answers.
tasks
Each response becomes a card on the team's board, with an owner and a due date.
KPIs
Response time, orders by supplier and incidents by unit.
A single view of the company, with a clear owner for every number.
KPIs
Every team's numbers in one multi-page report, with a history for each day.
governance
A RACI matrix on every pipeline and report: who does it, who approves, who gets notified.
tasks
The by-person view shows who has what and what's overdue.
Tell us a bit about your company. The dotpy team will reach out to set up your data environment.