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Cockpit & Management

Your whole company on a single screen.

The PilotePro Core foundation includes management dashboards that bring together cash position, revenue, open invoices, deadlines and alerts from all your modules. Every figure is clickable and takes you straight to the action.

The management cockpit: indicators, cash position and deadlines at a glance

The management cockpit: indicators, cash position and deadlines at a glance

Main functions

  • Management dashboard with real-time indicators
  • Deadline centre: VAT, contracts, insurance, HR documents…
  • Smart alerts (overdue invoices, exceeded budgets, low stock)
  • Industry-specific cockpits customisable with the Studio
  • Role-based access: everyone sees only what concerns them

How to access it

Once logged in to PilotePro:

  • Main menu → Management
  • Main menu → Cockpit

Frequently asked questions

Is the cockpit included in all plans?+

Yes. Dashboards are part of the Core foundation, included regardless of the number of activated modules.

Does every employee see the same figures?+

No. The display respects access rights: a field worker doesn't see the cash position, an accountant doesn't see payroll without authorisation.

Can dashboards be customised?+

Yes, the Studio lets you compose industry-specific cockpits (indicators, lists, shortcuts) without programming.

Try Cockpit & Management for free.

30-day trial, all features open, no credit card.

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Payroll compliant with Swiss standards (Swissdec ELM preparation)
Your data protected — fine-grained access rights, full history
Designed with and for fiduciaries — read-only auditor access

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