OTIMIZANDO A TOMADA DE DECISÃO FINANCEIRA: DESENVOLVIMENTO DE DASHBOARDS INTERATIVOS COM PENTAHO

Abstract

This paper addresses the creation of interactive management dashboards as support for financial and administrative decision-making in a software company. The work highlights the importance of interactive visual solutions for the modern corporate environment, where the quick interpretation of data is essential for management efficiency. By documenting the creation of dashboards and their positive impact on the company’s operations, the study contributes to the literature on the use of visualization tools in supporting strategic decision-making. The study was developed in the context of an internship at the company PHD Sistemas, which specializes in ERP (Enterprise Resource Planning) solutions, with the goal of enhancing data visualization and facilitating the analysis of large volumes of financial and operational data. The internship provided practical application of Bu- siness Intelligence (BI) tools through the use of the Pentaho platform, an open-source solution that allows for real-time data integration, visualization, and analysis. During the development process, three main dashboards were created: one for financial analysis, one for sales analysis, and another for operational costs. These tools contributed to a better understanding of the company’s financial behavior and customer profiles, optimizing trend analysis and the definition of business strategies.”