The problem
Every director shows up to the meeting with a different number for the same question.
With Partiu Formatura
Dashboards reading the same transactional database: if a number changed, it changed for everyone at the same time.
Business management · BI and KPIs
KPIs that answer before the meeting: margin, delinquency, production, and risk
A report that has to be built every week is not a KPI, it is a chore. The platform delivers ready-made dashboards by area, a health score per class and per customer, a report builder for anyone who wants to create their own, and exports for those who would rather stay in Excel, with everyone reading the same data.
The problem and the fix
The problems BI and KPIs solves every day
If any of these situations sounds familiar, it is because they happen in almost every graduation company, until the right system comes in.
The problem
Building the weekly report eats up someone's entire day.
With Partiu Formatura
Ready-made dashboards by area and a report builder with saved filters, so the report builds itself.
The problem
Class problems only surface once they have already become a loss.
With Partiu Formatura
A health score combining enrollment, delinquency, engagement, and production, with an alert before things go bad.
The problem
The team wants the data in Excel and IT does not want to grant database access.
With Partiu Formatura
Permission-controlled exports, with only the sources exposed to the report builder and nothing more.
The problem
Operations needs a dashboard on the TV and the system only offers PDF reports.
With Partiu Formatura
Full-screen monitoring dashboards, built to run nonstop on the operations wall.
In practice
Real examples of BI and KPIs working for you
Everyday situations at graduation companies, from the problem to the result, using the modules on this page.
At-risk class spotted months in advance
The scenario
A class had low enrollment and rising delinquency, and no one had noticed the combination.
With the system
The health score crossed both indicators with app engagement and dropped into the red tier.
The result
The company stepped in with a renegotiation campaign and a visit to the committee, and the class recovered before the main event.
Month-end report with no manual assembly
The scenario
Month-end close required consolidating finance, production, and event data into a presentation.
With the system
Area dashboards began serving the meeting directly, with saved filters by accrual period.
The result
Meetings now start with the number on screen, and the assembly day disappeared from the team's calendar.
Photo cost per class finally visible
The scenario
The company did not know how much it cost to produce and deliver the photos for each class.
With the system
Gallery KPIs brought in storage, face indexing, and production per class.
The result
The package price was adjusted based on real cost, not an old estimate.
How it works
How information flows through BI and KPIs
Every step is a real module, and what comes out of one goes into the next without anyone typing it again.
- 1Operations recordSales, billing, production, and events enter the system the moment they happen.
- 2KPIs calculateDashboards and scores read the same database, with no overnight load and no parallel version.
- 3Alerts get aheadAt-risk classes, costs overrunning, and tight deadlines show up before they become problems.
- 4Decisions happenThe meeting starts with the number on screen, not with a week of spreadsheet building.
- 5Results calculatedMargin per class and per event closes the loop and feeds next season's pricing.
Module by module
Everything included in BI and KPIs
7 modules and 41 features on this page, all running on the same class, graduate and event records.
Dashboards by Area
Every area with the dashboard it actually uses.
- Finance with receivables, delinquency, and projected cash flow
- Sales with pipeline, conversion, and targets
- Production with orders, deadlines, and bottlenecks
- Events with planned versus actual cost
- Photography with volume, selection, and delivery
- Occupational safety with rates and open items
Health Score
One number that sums up the health of the relationship, with the reason behind it.
- Score per class combining enrollment, delinquency, and engagement
- Score per customer and per institution
- Tiers configurable by company
- Breakdown of what pulled the score down
- Batch recalculation, without slowing down operations
- Score history over time
Report Center
All system reports in one place, with keyboard search and favorites.
- A single catalog with every module's report screens, data sources, and company templates
- Search opened with a keyboard shortcut, finding reports by name or topic
- Favorites and recents per user, with everyday reports on the first screen
- More than sixty sources in the same viewer, from finance to legal
- Filters generated from the source itself, period presets, column selection, and grouping with subtotals
- Summary mode that aggregates in the database, so large queries do not turn into waiting
- Any query saved as a company report, which also opens in the builder
- Export to PDF, Excel, CSV, HTML, and JSON with your company's logo, details, and footer
Report Builder
People who know the business build reports without asking IT.
- Data sources exposed by module, with permissions
- Filters, groupings, and totals built on screen
- Reports saved and shared by role
- Scheduled email delivery
- Spreadsheet export when needed
- Sensitive data sources deliberately kept out of the builder
Full-Screen Dashboard
KPIs on the operations wall, with no one refreshing them.
- Full-screen monitoring dashboard for TV
- Automatic refresh, no intervention needed
- Today's operational KPIs
- Highlighted alerts when something falls outside the norm
- Configure what appears on each screen
Profitability and Unit Economics
What is left per class, per event, and per graduate.
- Margin per class with actual revenue and costs
- Cost per graduate and per event
- Comparison across classes, programs, and institutions
- Management DRE by cost center
- Impact of each area on the bottom line
Data Governance
Not everyone sees everything, and that is on record.
- Permissions per dashboard and per data source
- Sensitive personal data kept out of BI, by design
- Export trail, with author and volume
- Isolation by company and by branch
- Consistency guaranteed by reading the transactional database, not a copy
Find the right plan for BI and KPIs
Compare the modules and choose the setup that fits your operation.