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Magaya Dashboard Business Intelligence

How We Stopped Building Reports by Hand from Magaya

Andrés Díaz H
Andrés Díaz H
How We Stopped Building Reports by Hand from Magaya
3:06

Every month, the same ritual: export lists from Magaya, move files between folders, open Excel, fix broken formulas, cross-reference data by operator, consolidate tables, and hope nothing breaks.

All of that just to answer one question: how is the operation performing?

The problem was never the report. The problem was that operational visibility depended on too much manual work.

First: make the data trustworthy

Before automating any report, we solved something more fundamental: making sure what gets exported from Magaya is already clean data.

We implemented customizations, alerts, and quality controls inside the system so the source data doesn't need manual correction afterward. Without that, any automation just moves garbage faster.

What was happening before

The team spent hours every month on:

  • Exporting lists from Magaya
  • Cross-referencing information across multiple files
  • Fixing formulas that broke with every update
  • Consolidating data by operator and period
  • Manually comparing against previous months

The result: slow reports, prone to errors, and decisions that came too late.

How it works now

The workflow is this simple:

  1. Download the monthly list from a view in Magaya
  2. Save it in a designated folder
  3. Open the master file and update minimal parameters (sales targets, payroll costs, global goals: takes 5 minutes, once a month)
  4. Click "Calculate"
  5. Done. Dashboards updated.

The macro takes all files from the folder, consolidates the data, removes duplicates automatically, and refreshes the dashboards.

→ Duplicate validation: 1,857 duplicate rows detected and removed automatically.
Zero manual intervention. Zero risk of inflating numbers.

What you see after the click

It's not one generic dashboard. It's three specific views:

Volume Dashboard

Shipments and TEUs grouped by transport mode (air, ocean, ground), filterable by month.

Operations Dashboard

Productivity trends per employee: shipments moved, profit generated, hours worked, cost per hour, and a real productivity index.

Sales Dashboard

Target vs. actual per salesperson with fulfillment rate. Filterable by person, by month, or full overview.

All updated, all filterable, all without touching a formula.

What changed

  • Less time consolidating information
  • Less manual rework
  • Fewer errors from data manipulation
  • Better operational visibility for faster decisions
  • The team stopped depending on "the one person who knows how to build the report"

Automation doesn't always mean building something massive

Sometimes it means removing a repetitive task that should never have consumed that many hours. In this case, the solution was structuring what already existed and designing a workflow where Magaya feeds visibility instead of generating work.

When the operation is easier to read, decisions come faster.

Is your team still building reports by hand?

Tell us about your operational friction and we'll show you if there's a simpler way to solve it.

Book a free diagnostic →

Need something more robust? Explore Innobo Hub →

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