Your sales, collections, customer and booking numbers from every Malik Platform system you use on one dashboard, with a weekly summary on the manager's WhatsApp every Saturday morning.
One dashboard for all the systems your company uses, compared with the previous period, and a weekly summary on WhatsApp every Saturday morning.
13 tasks2 FAQs
What the system does
One KPI dashboard
Time ranges
A chart for every figure
Weekly owner summary
Excel export
Permissions
Tasks
01How do I view the company's comprehensive performance dashboard?
Open the Dashboard & business intelligence page.
The page displays all vital KPIs aggregated from all enabled company modules (Accounting, POS, Subscriptions, Bookings, Sales, CRM).
Each indicator displays: current value, percentage change compared to the previous period, and a chart depicting upward or downward growth trends.
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Business intelligence › Dashboard
Permission needed
Dashboard / View
02How do I change the analysis time period on the business intelligence dashboard?
At the top of the Dashboard & business intelligence page.
Click the Period selection dropdown.
Select a timeframe option: (Last 7 days, Last 30 days, Last 3 months, Last year).
All metrics and charts are recalculated instantly and compared against the immediately preceding period of identical length.
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Business intelligence › Dashboard
Permission needed
Dashboard / View
03How do I interpret the percentage change and performance comparison with the previous period?
On each KPI card on the Dashboard page.
A colored percentage appears beside the figure: green indicates positive growth over the prior period, while red signifies a decline.
Hovering the mouse over the percentage displays the exact detailed figure from the prior period.
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Business intelligence › Dashboard
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Dashboard / View
04How do I view interactive sales and revenue charts?
On the Dashboard page.
Each primary metric displays a chart showing daily, weekly, or monthly distribution according to the selected timeframe.
The chart allows interaction and inspection of figures for each time point, operating with full light and dark mode compatibility.
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Business intelligence › Dashboard
Permission needed
Dashboard / View
05How do I export performance metrics and data to Excel?
On the Dashboard page.
Click the Export to Excel button at the top of the screen.
A complete spreadsheet downloads containing: KPI name, current period value, prior period value, and achieved change rate for board presentations.
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Business intelligence › Dashboard
Permission needed
Dashboard / View
06How do I track aggregated invoice sales and point-of-sale revenues?
On the Dashboard page.
Review the two cards: Invoice sales (before tax) from the Accounting system, and POS sales (before tax) from the cashier system to monitor total real-time commercial revenue.
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Business intelligence › Dashboard
Permission needed
Dashboard / View
07How do I track sales team performance and won deals in CRM?
On the Dashboard page.
Review the Deals won indicator and New leads indicator to monitor sales pipeline throughput and deal closure efficiency.
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Business intelligence › Dashboard
Permission needed
Dashboard / View
08How do I monitor revenue metrics for bookings and service activities?
On the Dashboard page.
Metric cards for systems active in your organization appear automatically (such as: venue bookings, salon revenue, gym collections, collected rents, and clinic invoices).
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Business intelligence › Dashboard
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Dashboard / View
09How do I track customer interactions, support tickets, and WhatsApp messages?
On the Dashboard page.
Review customer service metrics: Incoming WhatsApp messages and New support tickets to gauge operational workload and customer satisfaction.
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Business intelligence › Dashboard
Permission needed
Dashboard / View
10How is the automatic weekly summary sent to management?
The system automatically sends a summary report every Saturday morning to the company owner and general manager via the mobile app and WhatsApp, highlighting key figures from the past week, comparative ratios, and a direct link to the dashboard.
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Business intelligence › Dashboard
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Dashboard / View
11How do I track online store sales and orders?
On the Dashboard page.
Review the Online store sales (before tax) card and Store orders card to monitor e-commerce growth and digital purchasing behavior.
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Business intelligence › Dashboard
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Dashboard / View
12How do I track loyalty program activity and earned points?
On the Dashboard page.
Review the Loyalty points earned indicator to monitor customer engagement with promotions and rewards programs.
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Business intelligence › Dashboard
Permission needed
Dashboard / View
13How do I track field visit metrics across service facilities?
On the Dashboard page.
Review on-site footfall metrics such as Gym visits or Clinic visits to monitor peak hours and capacity utilization.
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Business intelligence › Dashboard
Permission needed
Dashboard / View
Frequently asked questions
Why does the dashboard appear empty or display only certain metrics?
The BI dashboard is fully dynamic; it automatically discovers active systems and modules enabled for the company and displays only their metrics. If a specific system is inactive (such as Salon or Clinic), its card is suppressed to avoid visual clutter.
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Business intelligence › Dashboard
Permission needed
Dashboard / View
Who has permission to view the business intelligence dashboard?
Because the BI dashboard contains comprehensive financial figures and enterprise revenues, access is strictly restricted to general managers and executive management via the dashboard viewing permission.