What is Pelio Studio?

Pelio Studio manages 5 data types including projects. Helps you organize, track, and share your work in 1 place for teams and solo users.

ANALYTICS + DATA

Custom Dashboard

See the business at a glance and act with certainty—role‑based dashboards that turn noise into signal.

DESCRIPTION

What this includes

See the business at a glance and act with certainty. We design and build role‑based dashboards that turn noise into signal—clean KPIs, intuitive drill‑downs, and sensible filters that answer real questions fast. From revenue and pipeline to product and ops, every view drives decisions, not just reports.

Overview

Key Highlights

6 items

What matters most—at a glance.

Interactive dashboard suite: Executive overview + function‑specific drill‑downs (Sales, Marketing, Product, Ops)

KPI dictionary: definitions, formulas, data lineage

Role‑based views & access control

Filter & segment controls: time, channel, product, cohort, geography

Alerting rules and guidance (email/Slack)

Data model notes: joins, assumptions, refresh and performance tips

Content-linked

PROCESS

How we work

A transparent, outcome‑oriented workflow so you know what happens when.

1
KPI workshop
Agree on metrics, formulas, and ownership.
2
Data source audit
Map inputs, lineage, refresh cadence, and quality.
3
Wireframes & interaction model
Flows, states, and drill‑down patterns.
4
Visual design
Readable layouts, scales, and states across devices.
5
Build/integration
Implementation within your BI stack and permissions.
6
QA with stakeholders
Validation, training, and rollout support.

Project Steps

Aligned workflow

Step 01

KPI workshop

Step 02

Data source audit

Step 03

Wireframes & interaction model

Step 04

Visual design

DELIVERABLES

What you receive

Clear, reusable assets you can ship, present, and scale.

Interactive dashboard suite: Executive overview + function‑specific drill‑downs (Sales, Marketing, Product, Ops)
KPI dictionary: definitions, formulas, data lineage
Role‑based views & access control
Filter & segment controls: time, channel, product, cohort, geography
Alerting rules and guidance (email/Slack)
Data model notes: joins, assumptions, refresh and performance tips
Onboarding pack: walkthroughs, ‘how to read this’ guides, change log
Export & sharing presets for PDF/CSV and scheduled sends.

Final Package

Ready to use

Interactive dashboard suite: Executive overview + function‑specific drill‑downs (Sales, Marketing, Product, Ops)

KPI dictionary: definitions, formulas, data lineage

Role‑based views & access control

Filter & segment controls: time, channel, product, cohort, geography

OUTCOMES

Decision speed

Leaders get the right KPIs at the right time.

Shared truth

Aligned definitions reduce reporting churn.

High adoption

Clear UX that teams actually use daily.

Ready to get started?

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