Service

Your key figures up to date every morning, without Excel

Zelif's management dashboard automatically gathers data from your tools (accounting, ERP, CRM, files) into a single database and displays it in a clear dashboard. Delivered in about four weeks, at a fixed price, hosted in Switzerland.

The problem

Monthly reporting takes days. The figures come from five different sources, don't always match, and are already out of date by the time they reach your desk.

What Zelif delivers

  • A centralised database, fed automatically from your existing tools.
  • A dashboard with 5 to 15 indicators chosen with you: margins, clients, activity, cash flow, depending on your business.
  • Quality checks, so the figures can be trusted.
  • Training for your team, so they can work independently.

How it works

  1. 1A workshop to choose the indicators that really support your decisions.
  2. 2Connecting your data sources.
  3. 3A first version of the dashboard within two to three weeks.
  4. 4Adjustments, training and go-live.

Tools used

By default, open-source tools with no per-user licence (PostgreSQL, dbt, Metabase), hosted in Switzerland. If you already use Tableau or Snowflake, Zelif adapts to them.

Timeline and price

Timeline

About 4 weeks

Price

From CHF 12'000

Indicative price, depending on the number of sources and indicators. Hosting and follow-up optional: see Support & hosting.

Frequently asked questions

Which tools can you connect?

Most software that allows data export or offers an API: accounting software, ERP, CRM, Excel or CSV files. The diagnostic call lets us check this for your case.

Do we need to buy licences?

No, not by default. The tools used are open source.

Can we change the dashboard ourselves?

Yes. The training included shows you how to add filters, charts and views.

Your figures, finally up to date

Let's talk about your data sources and the indicators that matter to you, in a free one-hour call.