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Corei
Dashboards

Trustworthy dashboards across your entire MSP.

Bring service, projects, sales, and operations into one connected view. Dashboards stay current because they're built from Corei's shared source of truth — no copy-paste reports, no stale spreadsheets.

Drag · click chart icon · add / remove
Leadership Operating Dashboard

Utilization

78%

+4.2%

Open Tickets

247

−12

At-risk Projects

3

+1

EBITDA Trend

$84.2k

+6.1%

Drag tiles to reorder. Click the chart icon to switch type. Add or remove tiles to compose your own view.

What this module does for your team.

Built for every role

Owner, COO, service manager, dispatcher, project manager — each role gets a view that matches their work.

Drill from signal to detail

Click any metric to see the records, time entries, and conversations behind it.

Compare what matters

Track trends week over week, quarter over quarter, and across customer cohorts.

One source of truth

Dashboards share data with gauges, clusters, and Corei so leadership sees consistent numbers.

Composable layouts

Mix gauges, lists, and charts into the layout that fits how you actually run reviews.

Share and schedule

Send recurring views to leadership, account managers, and customers.

Built-in capabilities.

Everything in this module is designed to work with the rest of Corei — context follows the work across departments.

  • Executive operating views
  • Service & dispatch dashboards
  • Project portfolio dashboards
  • Sales pipeline dashboards
  • Customer-level health views
  • Custom dashboards per role
  • Saved comparisons & filters
  • Cross-department drill-through
Corei

How Corei works with this module.

Ask in plain language. Corei returns explainable answers grounded in your operational data, prepares actions for review, or runs trusted work you have explicitly cleared.

Example

Build me a weekly operating dashboard for the leadership team.

C

I've assembled an executive view with service utilization, ticket backlog health, top project risks, sales velocity, and three customers worth your attention this week. Open it to refine or share with the team.

Explore related modules

Corei works as one connected platform.

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