Real-time margin tracking, straight from Bexio

All the sales data already lived in Bexio, but it was hard to actually use for decisions. Tracking revenue over time, comparing periods or breaking down margins meant manual exports and hours of reshaping in Excel. Rich data that didn't speak.

Development

The solution

A custom web dashboard, connected directly to the Bexio API. The figures sync automatically — no more manual exports. Every metric was designed together with Atmo Sphere Expo Carrelage SA to fit the reality of their trade, not a generic template.

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The outcome
A consolidated, always up-to-date view and no more Excel in the loop. Decisions backed by real margins, at the right moment.

What the dashboard does

  • Automatic, direct sync with Bexio — nothing to handle by hand

  • Multi-year revenue tracking, with period-over-period comparison

  • Margin analysis by client, product range or custom grouping

  • Custom client groupings to keep an eye on key accounts and portfolios

  • Clear visualizations (charts, tables) built for decisions, not just reporting


Stack : API Bexio · Next.js

“esaho turned our Bexio data into a real decision-making tool. I can see the margin on every quote in real time, without a single Excel export and it completely changes how we make calls.”

Nelson Da Silva, Director

Already working with Bexio?

Bexio handles your invoicing and accounting well, but what matters most often stays locked inside it: your real margins, your best clients, your upcoming cash flow. At esaho, we connect Bexio intelligently to dashboards built for your business, with your metrics and your groupings. Not one more generic tool: a real steering system, fed in real time by your own data.

Curious what your Bexio numbers could tell you?

Let's talk.

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