For management teams that spend hours each week assembling reports from several systems and still doubt the result.
Agree the definitions before the dashboards
Revenue, margin, utilisation or conversion can be calculated in several valid ways. We document one agreed definition per metric with its data source and owner.
Dashboards are designed around the decisions they support, not around the data that happens to be available.
What a scoped project can include
- Data extraction from CRM, accounting, ERP, e-commerce and spreadsheets.
- A central data store with scheduled updates.
- Metric definitions, data quality checks and anomaly alerts.
- Management dashboards and scheduled reports.
- Optional AI-assisted questions over approved data sets.
Data quality is the hidden scope
Most reporting problems are data entry problems. The project identifies where incorrect or missing data enters the process and proposes how to prevent it.
Access to sensitive financial or personal data is restricted by role and documented.
A practical starting brief
- The reports your management uses today and how long they take.
- Systems holding the source data.
- The ten decisions the reporting should support.
- Who will own metric definitions after delivery.