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Dashboards, exceptions and governed assistance

Swaves ERP · Applications

Operational Intelligence

Turn connected operating data into role-specific decisions. Operational Intelligence combines workbooks, queries, charts, dashboards, exception views and governed assistance so teams can move from a signal to its source, owner and authorised next action.

Role-specific dashboardsConnected data sourcesException-led workGoverned assistance
Operational measures defined against accountable source recordsRole views aligned to a decision and review cadenceExceptions traced to their source documents and ownersAssisted summaries and suggestions reviewed before authorised action

Actual application interface from the official module documentation; final configuration and scope are confirmed per deployment.

Analysis applicationBusiness dashboard
Frappe Insights dashboard with charts, filters and detailed records
Actual application interface from the official documentation. View source · CC BY-SA.
01Postings
02Reconciliation
03Accruals
04Review
05Lock period
06Statements

Working coverage

Capability where the transaction and responsibility meet.

Leadership and functional teams that need a shared operating picture without replacing accountable source transactions with an opaque reporting layer.

Data sources and workbooks

Organise approved data, transformation and analysis into reusable working contexts.

  • Approved database and file sources
  • Source-table selection
  • Filter, join and summarise operations
  • Reusable queries
  • Workbook organisation
  • Controlled sharing

Charts and dashboards

Compose measures into role-specific operating views with relevant filters and drill context.

  • Number, line, bar and table views
  • Dashboard composition
  • Shared filters
  • Dependent filters
  • Role and topic views
  • Saved analysis

Financial intelligence

Connect receivable, payable, cash, budget and close signals to their accountable transactions.

  • Ageing and collections
  • Payables and due exposure
  • Cash and bank reconciliation
  • Budget and cost-centre views
  • Entity and currency views
  • Close exceptions

Operational intelligence

Bring demand, supply, stock, production, people and service exceptions into current working views.

  • Order and fulfilment status
  • Material availability
  • Production progress
  • Attendance and payroll readiness
  • Pipeline and forecast context
  • Service-level exposure

Exception control

Make unresolved work visible with evidence, ownership and an explicit next step.

  • Threshold and rule-based signals
  • Ageing and due-state views
  • Source-document links
  • Assignment and escalation
  • Resolution state
  • Recurring-exception analysis

Governed assistance

Reduce review effort while preserving source context and human authority.

  • Contextual operational enquiry
  • Document extraction for review
  • Summary and explanation
  • Reconciliation suggestion
  • Draft customer or supplier communication
  • Human-authorised action path

End-to-end flow

From signal to accountable action

Each view should identify what changed, the records behind it, the responsible role and the route to a verified outcome.

01

Observe

Refresh an agreed measure or exception from approved source records.

Data product
02

Trace

Open the records, definitions and filters behind the signal.

Reviewer
03

Assign

Confirm the responsible role and action date rather than leaving the signal on a dashboard.

Process owner
04

Act

Complete the correction, approval or operational command through the responsible application.

Authorised user
05

Verify

Confirm that the expected business state changed and retain unresolved discrepancies.

Control owner

Role views

The same process. Different working context.

Each person sees the queues, measures, records and actions that belong to their responsibility.

01

Executive

Enterprise position

Cash and collectionsDemandSupply exposureClose readiness
02

Finance controller

Financial exceptions

AgeingReconciliationPosting issuesBudget variance
03

Operations leader

Delivery and material

OrdersAvailabilityProductionQuality
04

People leader

Workforce readiness

AttendanceLeavePayrollCapacity
05

Service leader

Customer commitments

PipelineSLA exposureEscalationsRecurring issues

Controls retained in the flow

  • Approved data sources
  • Role and row-level access design
  • Measure definitions and owners
  • Source lineage
  • Review and publication lifecycle
  • AI use-case and human-authority boundary

Configured for the operating model

  • Data sources
  • Workbooks and queries
  • Charts and dashboards
  • Filters and sharing
  • Exception rules
  • Approved assistance use cases
Data access, freshness, row-level restrictions, source performance and AI use-case controls are designed per deployment. Public or embedded dashboards require an explicit disclosure and access decision.

Connected applications

Continue the operating cycle.

Move into the responsibilities that sit immediately before, after or alongside this application.

Foundation and attribution

Open foundations. Swaves delivery accountability.

Swaves ERP solutions may use and extend established open-source business platforms, including the ERPNext and Frappe ecosystem, alongside Swaves configuration, integration and managed services. Capabilities and interface patterns shown here are referenced against current published module documentation. ERPNext and Frappe are trademarks of their respective owner. Swaves does not claim partner certification, endorsement or ownership of upstream products.

Start with the operating model

Bring the process that is losing control first.

Current companies, sites and systemsUsers, roles and approval authorityPriority process and known exceptionsMigration, statutory and integration requirements