AI Analytics · Business Intelligence Portal

Dashivo AI Business Intelligence Portal

Turning Business Questions Into Governed SQL, Dashboards and Reports

Dashivo helps business teams ask questions in plain language, receive database-backed answers, inspect generated SQL and convert insights into executive dashboards, reports and shareable summaries.

Client

Dashivo branded AI analytics portal

Industry

Business intelligence, analytics and operational reporting

Services

AI Portal Development, Database Integration, Dashboards, Report Builder, RBAC

Users

Business teams, admins, analysts, managers and executives

Project Overview

Plain-Language Analytics With Governance

The portal combines a React application shell, Node.js and Express APIs, SQL database connectivity, configurable LLM prompts and role-based access controls. It is built for organizations that need fast analysis without giving every user direct database or BI-tool access.

The experience centers on three workflows: natural-language analytics chat, KPI dashboards and a reusable report builder. Admins control branding, schema context, prompts, roles, users, MFA, SSO, communication settings and audit visibility.

Results at a Glance

SQL

Business users can ask questions without writing SQL manually

KPI

Executive dashboards combine cards, charts, tables, exports and refreshable analytics

Reports

Admins can build reusable reports with fields, filters, schedules and export options

RBAC

JWT auth, MFA, SSO configuration, audit logs and prompt governance keep access controlled

This case study describes product capabilities and implementation scope. No private client data or restricted company branding is included.

The Challenge

Business teams often depend on analysts or developers for database reporting. Traditional dashboards answer predefined questions, but new operational questions still require SQL knowledge, schema context and repeated manual exports.

The goal was to create a secure analytics portal where users could ask questions, receive explainable answers, inspect generated SQL, visualize result sets, export outputs and keep governance centralized for admins.

Solution Approach

How We Built It

Dashivo connects a branded analytics UI to governed prompts, schema context, API-controlled SQL execution and reusable dashboards.

01

Natural-Language SQL Assistant

User questions flow through configurable prompt templates, schema descriptions, examples and model settings before the backend executes approved query patterns.

02

Executive Dashboard Layer

KPI cards, trend charts, segment breakdowns, export menus and refreshable visual panels give leaders one workspace for recurring analytics.

03

Report Builder

Reusable report authoring supports pages, visual types, field bindings, properties, cross filtering, themes, scheduling and PDF export.

04

Administration and Governance

Admins configure database connections, schemas, prompts, quick cards, model choices, users, roles, branding, communication integrations and audit logs.

05

Secure API Foundation

The backend uses Node.js, Express, JWT authentication, password hashing, rate limiting and Server-Sent Events for streaming responses.

06

Exports and Sharing

Dashivo supports PNG, PDF, CSV, Excel, email contacts, WhatsApp contacts and report scheduling workflows.

Key Takeaways

01

A business user can move from a plain-language question to a database-backed answer without leaving the portal.

02

Admins retain control over schema context, model settings, prompts, role permissions, branding, MFA and SSO.

03

Dashboards and reports make the same insights reusable for teams, managers and recurring operating reviews.

04

The UI can be rebranded using the Dashivo logo and violet palette while keeping the implementation modular.

Need a Branded AI Analytics Portal?

We can design, build and launch a secure business intelligence workspace tailored to your data, workflows and governance needs.