DVOPS — your operational intelligence platform
DVOPS stands for Data Visualization, Operations Platform & Systems — and every Data Visuals M.A.D. dashboard runs on it. It's a secure platform that turns your business and operational data into live dashboards you can drill into, ask questions of, and share. Your team logs into Nexus, your own branded portal, where Sage answers questions in plain English — all of it 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
Arrange it your way
Your dashboard, laid out how you read it. Drag a chart somewhere else, make the one you check first bigger — it snaps to the grid and saves to your account.
- Drag to move, drag the corner to resize
- Snaps to the grid and reflows automatically
- Saved to your login — your layout, not everyone's
- On your phone: pick which visuals show, and how big
Forecasting & trends
Project where the numbers are heading, right on the chart.
- Forecast lines: linear trend, moving average, seasonal
- Optional widening confidence band
- 7 / 30 / 90-point moving-average trend lines
- Set up on the visuals where a projection actually helps
Ask Sage
The assistant built into Nexus, so anyone on your team can get an answer without knowing where to click.
- Ask in plain English — “which crew lost money last month?”
- Answers come from your live data, filtered the way you are looking at it
- Ask for a chart you don’t have and Sage drafts it for our review
- Sage never sees your rows — only your table and column names
Reports that write themselves
A branded PDF on your letterhead, in your inbox on a schedule — the kind of thing you can forward to your accountant or your banker without touching it.
- 21 ready-made templates: executive summary, monthly business review, KPI scorecard, year-over-year, board report
- Finance, sales, marketing, customer success & people scorecards
- Industry packs for retail, healthcare, restaurants, logistics, real estate, manufacturing & more
- Each one opens with a written summary of what changed and why
Exports
Take any view with you in the format you need.
- CSV — raw data
- Excel — a real .xlsx workbook, one sheet per section
- PDF — print-ready, straight from the view
- Exports follow the filters you have applied
Send Data
Not every system worth reporting on has an API worth automating. When one doesn’t, you drop the file in the portal and it lands in the same database as everything else.
- Upload a spreadsheet or export yourself, any time
- Checked and staged like any automated source
- No emailing files back and forth
AI Usage
Sage costs money to run, so you can see exactly what it’s costing — no mystery line item, no surprise at renewal.
- Questions asked, by user and period
- Usage against your plan, in the portal
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.
The hard part, handled for you
Getting data flowing is usually where these projects die. It's the part we do for you during setup — and the part we keep watching afterwards. Here's what actually happens between your tools and your dashboard.
- We connect the source — one-click connections for QuickBooks, Square, Stripe, PayPal, Shopify, HubSpot and Mailchimp; anything else comes in over its API, a direct database connection, or a scheduled file drop.
- We map the fields — your "Job #", their
customer_ref. AI proposes the table structure from a sample of your file; a human checks it before anything is built. - It lands in your own database — raw first, then cleaned into a staging layer, then modelled. Yours alone, isolated from every other client.
- It refreshes on a schedule — monthly, weekly, or daily depending on your plan. No exporting, no copy-paste.
- We're told before you are — every refresh is logged, and a run that keeps failing raises an alert on our side, not a blank dashboard on yours.
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.
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, optional two-factor, and role-based authorization enforced server-side.
See DVOPS on your own numbers
Book a free 30-minute review and we’ll show you exactly what your dashboards, your reports, and Sage would look like — built on your numbers.