DVOPS — your operational intelligence platform
Every Data Visuals M.A.D. dashboard runs on DVOPS: a secure, multi-tenant platform that turns your QuickBooks, POS, and operational data into live dashboards you can drill into, build on, ask questions of, and share — all from one branded portal, updated automatically.
Everything your team needs in one portal
These are the functions live in the platform right now — the same capabilities that power the Healthcare RCM and PT Referral demos, available across every industry build.
Live dashboards
Multi-page dashboards that load with real numbers, organized into tabs the way your team thinks.
- KPI cards with full values & $ formatting
- Change vs prior year in value & %, color-coded
- Sparkline mini-trends & budget-vs-target bars
- Goal gauges, trend lines & chart library
Drill-down & detail
Click any bar, slice, or row to open a focused, filtered detail view — no exporting required.
- Click-to-drill on every visual
- Detail report viewer: sort, text filter, show/hide columns
- Breadcrumb navigation back to the overview
- Leaderboards with star ratings & letter grades
Filters & time intelligence
Slice the whole dashboard by date or dimension and watch every visual refit automatically.
- Bookmark presets: YTD, Last 30/90 days, Last 12 months
- Custom date ranges & per-visual trailing periods
- Slicers by employee, payer, service line & more
- Axes re-scale to the filtered data
Dashboard builder
Move visuals around and snap them into alignment, resize a chart, or tweak a KPI yourself — small changes without filing a ticket. Desktop and mobile.
- Visual canvas with a page manager
- Format pane for every visual
- KPI options: targets, vs-PY, sparklines
- Mobile builder for on-the-go edits
Forecasting & trends
Project where the numbers are heading, right on the chart.
- Forecast lines: linear trend, moving average, seasonal-naive
- Optional widening confidence band
- 7 / 30 / 90-point moving-average trend lines
- Configurable periods ahead
Ask AI
An assistant built into the portal so anyone can get answers in plain language.
- Natural-language questions about your data
- In-portal chat & quick-ask widget
- Answers grounded in your dashboard context
Reports & subscriptions
Scheduled reports that generate and deliver themselves.
- Report subscriptions on a schedule
- Delivered to your inbox automatically
- Built from the same live data as the dashboards
Exports
Take any view with you in the format you need.
- CSV — raw data
- Excel — spreadsheet
- PDF — printable report
- Exports follow your current filters
Support & tickets
Get help without leaving the portal.
- Submit tickets with subject, detail & attachments
- Track status & conversation thread
- Full ticket history in your account
A centralized, multi-tenant data hub
Every client gets their own isolated database, organized into clean layers so the dashboards stay fast and the data stays trustworthy.
- Per-client databases — your data is isolated from every other client.
- Layered schemas — raw → staging → analytics → reporting, with a dedicated AI context layer.
- Least-privilege roles — separate loader, dashboard, AI-reader, and guest access.
- Automatic updates — pulled from QuickBooks, POS, and operational sources.
An AI that helps wire up your data
Getting data flowing is usually the hard part. DVOPS includes an AI copilot that does the heavy lifting of building your automated ingestion — and explains what it's doing in plain language as it goes.
- Connections & errors — sets up the connection to each tool and helps diagnose and fix it when something breaks.
- API pulling & mapping — configures the API pulls and maps the incoming fields to the right places.
- Postgres staging — lands the raw data in a staging layer, cleaned and ready to model.
- Database & tables — sets up the database, schemas, and tables your data needs.
- Load & test — builds the import into each table and tests it end to end, so you know it actually works.
Built for whole teams, with the right access
Invite your people, control who sees what, and manage your plan — all from the portal.
- Team management — invite and manage users in your organization.
- Role-based access — permissions enforced on every screen and data endpoint.
- Approval workflow — new accounts go through a pending-approval gate.
- Billing & usage — see your plan and usage from the Billing page.
- Account controls — profile, secure sessions, and one-click sign-out.
Healthcare-grade by design
DVOPS was built revenue-cycle-first, so security and auditability aren't add-ons — they're the foundation.
HIPAA-ready
Architected against HIPAA readiness requirements, with tenant isolation and least-privilege access throughout.
Full audit logging
A dedicated audit layer records access and changes, so there's always a trail.
Secure auth
Hashed passwords, JWT + cookie sessions, rate limiting, and role-based authorization on every endpoint.
See DVOPS on your own numbers
Book a free 30-minute review and we'll show you exactly what your dashboard, builder, and Ask AI would look like — built on your data.