Business dashboard - entry level accounting/reporting/analytics for incorporated entities

[GENERAL] Name and surname of main applicant

Aljosa Mohorovic (STABLO)

[GENERAL] Are you delivering this project as an individual or as an entity (whether formally incorporated or not)

Entity (Incorporated)

[GENERAL] Please specify how many months you expect your project to last (from 2-12 months)

6

[GENERAL] Please indicate if your proposal has been auto-translated into English from another language

No

[GENERAL] Summarize your solution to the problem (200-character limit including spaces)

Create a read-only dashboard which allows businesses to view & export wallet data, reports and other details in a way which makes sense for them (monthly, quarterly, financial year & custom).

[GENERAL] Does your project have any dependencies on other organizations, technical or otherwise?

No

[GENERAL] If YES, please describe what the dependency is and why you believe it is essential for your project’s delivery. If NO, please write “No dependencies.”

No dependencies.

[GENERAL] Will your project’s output/s be fully open source?

Yes

[GENERAL] Please provide here more information on the open source status of your project outputs

The project will be fully open-source, hosted on Github and will be released under MIT license (or a similar open-source license if suggested by the Catalyst/Cardano community for a specific reason).

[SOLUTION] Please describe your proposed solution

As an incorporated entity building a Cardano project, actively using NFTs and other blockchain constructs (where usage incurs fees) it's hard to do proper reporting or provide a useful overview.

While most of the tools in crypto space are focused on profit/loss & taxes, exporting transactions, etc. - there are very few tools which are useful to incorporated entities running a Cardano based project.

We would like to cut down hours of work that goes into preparing data/reports into minutes.

As boring as it sounds, we feel that this kind of tool would make life easier to the many Cardano based projects planning to incorporate or incorporated entities planning to start a Cardano based project.

[IMPACT] Please define the positive impact your project will have on the wider Cardano community

For projects building on Cardano, we hope the output(s) from this proposal will reduce bureaucracy needed to run the project as an incorporated entity.

As an open-source project we expect that interest and potential impact of the project will be reflected in new feature requests.

[CAPABILITY & FEASIBILITY] What is your capability to deliver your project with high levels of trust and accountability? How do you intend to validate if your approach is feasible?

Aljosa (main applicant) is a senior developer with team lead and product owner experience, capable of building an end-to-end solution by himself.

He has extensive experience in both backend and frontend development and a strong focus on Python/Django and JavaScript/React.

[PROJECT MILESTONES] What are the key milestones you need to achieve in order to complete your project successfully?

Data availability

Initial code to extract the relevant data and store it in a specific format to make sure the required information is easily accessible (in code).

Milestone outputs: Git repository with the code used to demonstrate and verify the intent

Acceptance criteria: Developer can easily access the data

Evidence of milestone completion: Video walk-through

Reporting

Add functionality to export full (or selected) data into PDFs and CSV/XLSs for end users.

Milestone outputs: Git repository with the updated code, demo website

Acceptance criteria: Demo website can be used to export data

Evidence of milestone completion: Video walk-through

Prototype & Feedback

Document how to use the prototype to make it easy for potential users to test and validate with their Team & Accounting.

Collect feedback to see what kind of functionality other projects require and what is missing for them to use it on the daily basis.

Milestone outputs: Documentation

Acceptance criteria: End users can follow documentation to evaluate the prototype

Evidence of milestone completion: Video walk-through

Our goal is to have the final milestone dedicated to "Project Close-out Report and Project Close-out Video (PCR and PCV)".

[RESOURCES] Who is in the project team and what are their roles?

Aljosa Mohorovic

https://www.linkedin.com/in/aljosamohorovic/

[BUDGET & COSTS] Please provide a cost breakdown of the proposed work and resources

Total budget will be dedicated to developer hours.

[VALUE FOR MONEY] How does the cost of the project represent value for money for the Cardano ecosystem?

There is a direct reduction of time invested in bureaucracy which is more valuable anywhere else in a Cardano based project.

If the project gains any momentum it will enabled businesses to focus more on building and using Cardano than bureaucracy.