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SaaS case study
Business Analytics Dashboard
Revenue, retention and channel reporting pulled from several sources into one daily view.
- Report prep
- 5h → 0h
- Dashboard load
- under 1s
- Sources unified
- 4
analytics · overview
Runs
1284
Success
99.4%
Queued
3
Interface reference — rendered from the real component structure, not a stock image.
The problem
Weekly reporting meant exporting four CSVs and rebuilding the same pivot table every Monday.
The solution
Scheduled ingestion into a reporting schema with pre-aggregated tables, then a fast dashboard over the top.
Hard parts
Query times grew with history. Materialised rollups refreshed nightly kept the dashboard instant.
Outcome
Monday reporting became automatic, and the numbers finally reconcile across sources.
Technology used
- React
- PostgreSQL
- Recharts
- Node.js
- Vercel
How it was delivered
- 01Client problemLeadership reviewed numbers that were already a week old.
- 02ResearchAgreed definitions first — 'active customer' meant three different things.
- 03PlanningIngestion, transformation and presentation split into clear layers.
- 04WireframeOne screen, four questions answered above the fold.
- 05DevelopmentNightly jobs, materialised rollups, accessible charts with data tables.
- 06TestingReconciled every metric against the old manual spreadsheet for a month.
- 07DeploymentCron-driven refresh with failure alerts to the team channel.
- 08ResultsDecisions now use yesterday's data instead of last week's.
Lessons learned
Settle metric definitions before writing a single query, or you will build the wrong dashboard beautifully.