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Data, Dashboards & Reporting
Business data, metrics and reporting
Business data, metrics and reporting
- 01Source connectionsNew
- 02Data organisationIn progress
- 03Analytics dashboardsReady
- 04Filters and detail viewsScheduled
- 05Reports and exportsDone
What it is
A reporting dashboard turns scattered information into a clear view of the business. Metrics are chosen around the decisions you need to make and draw on the data sources connected to the system.
When you need it
When reports are prepared manually, figures are spread across sources or managers need a shared overview.
What you receive
A dashboard with agreed metrics, connected sources and an explanation of how figures are calculated.
Features
From need to function.
- 01
Source connections
Collecting information from CRM, sales, applications or authorised files.
- 02
Data organisation
Cleaning, field mapping and rules for shared information.
- 03
Analytics dashboards
Charts and metrics for results, activity or process progress.
- 04
Filters and detail views
Views by period, branch, team, product or category.
- 05
Reports and exports
Scheduled summaries and files that can be shared with authorised people.
An example in practice.
Illustrative example
A manager sees new enquiries, submitted offers and sales by team. They can filter by period and open details without requesting a separate report from each person.
Where we start
The decisions you want to support, the metrics required and the sources holding the data.