Solutions · Custom Business Applications

Internal Operations Dashboards

This application provides a centralized hub for managing internal operations, including client relationships, projects, tasks, and team member allocation. It's designed for small to growing businesses to streamline their project execution and client engagement.

The FasterOS features it uses

Charts and dashboards

Charts suggested by AI from your data, and dashboard numbers from any form.

• Relevant visuals, anomalies or trends, suggested from the sheet’s own data.
• Save a chart and place it right in the sheet, open or folded away.
• Analytics queries: a total, average, count, minimum or maximum from a form, for today, this month or last year.

Records and reports

Every form’s records in reports with your columns, filters, time frames, stats and related records.

• Give each team the view it needs
• See totals and averages at a glance
• Detail on demand, without clutter
• The whole story, from one record
• Act without leaving the report

The records behind it

Describe it to the Assistant’s App Starter and FasterOS designs it. This is the plan it made from the words “Internal Operations Dashboards”: 6 forms that work together, each also a table of records. Yours is designed from your own description, and you can change any of it before anything is made.

Client

Records information about the businesses or individuals who are customers of the company.

• Name Text
• Contact Person Text
• Email Text
• Phone Text
• Industry One choice: Technology, Healthcare, Retail, Manufacturing, Services, Other
• Status One choice: Active, Prospect, Inactive, On Hold
• Notes Long text

Project

Manages details and progress of individual projects undertaken for clients or internally.

Belongs to Client

• Name Text
• Start Date Date
• Due Date Date
• Status One choice: Not Started, In Progress, On Hold, Completed, Canceled
• Assigned To Team member
• Budget Money
• Priority One choice: High, Medium, Low
• Description Long text

Task

Tracks individual tasks and their progress within a project.

Belongs to Project

• Name Text
• Assigned To Team member
• Due Date Date
• Status One choice: To Do, In Progress, Blocked, Done
• Priority One choice: High, Medium, Low
• Estimated Hours Number
• Notes Long text

Team Member

Maintains a directory of internal staff members with their roles and status.

• First Name Text
• Last Name Text
• Email Text
• Role One choice: Project Manager, Developer, Designer, Consultant, Administrator, Marketing
• Status One choice: Active, On Leave, Inactive
• Hourly Rate Money

Activity Log

Records interactions and updates related to clients and projects for historical tracking.

Belongs to Project and Client

• Type One choice: Call, Meeting, Email, Note, Review, Update
• Date & Time Text
• Logged By Team member
• Subject Text
• Details Long text

Media

Stores files, documents, and images relevant to various records across the application.

Belongs to Client and Project and Task and Activity Log

• Title Text
• File Image
• Type One choice: Document, Image, Contract, Drawing, Report, Other
• Description Long text
• Date Date

The reports your team works in

Every form gets a report: the screen where your team finds, adds and edits records, newest first. Here’s what each one shows, and who it’s for.

Client

Filled in by Operations Managers, Sales Team Used by All Staff

Project

Filled in by Project Managers, Operations Managers Used by All Staff

Task

Filled in by Project Managers, Team Members Used by All Staff

Team Member

Filled in by HR, Operations Managers Used by All Staff

Activity Log

Filled in by All Staff Used by All Staff

Media

Filled in by All Staff Used by All Staff

How it fits together

The data foundation is structured around clients, their projects, and the tasks within those projects. Activities and media can be linked to both clients and projects, or specific tasks, allowing for comprehensive tracking.

• Project belongs to Client — Projects are performed for specific clients (or internally, if a 'client' record for internal work exists).
• Task belongs to Project — Tasks are granular work items that make up a project.
• Activity Log belongs to Project, and also belongs to Client — Activities are updates, communications, or notes related to either a specific project or directly to a client.
• Media belongs to Client, and also belongs to Project, Task, and Activity Log — Files can be associated with the main client record, specific projects, individual tasks, or even an activity log entry.
• Client — This is a top-level entity, no parent.
• Team Member — This is a standalone entity, providing a list of internal Team member.

Make it yours in minutes

1. Create a free account, open the Assistant and choose App Starter.
2. Say what you need in a sentence, in your own words.
3. Review the plan: rename forms, add or remove fields, choose their types.
4. Press Create Data Foundation: the forms, a report for each, and a data dictionary are made for you.
5. Put them in an app, give it your theme, and share it with your team or the world.

See how it works

More in Custom Business Applications

• Customer Relationship Management (CRM) Systems
• Project Management Tools
• Client & Partner Portals
• Human Resources & Onboarding Systems
• Field Service Management Apps
• Inventory & Asset Tracking

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