Data analytics & reporting
Give your team numbers it can explain and act on.
Connect approved business data to useful dashboards and recurring reports. Agree metric definitions, expose missing or stale information and give decision makers a consistent view of the work.
Agree the scope, access, timeline and price before committing.
The starting point
People spend more time reconciling reports than using them to make a decision.
Teams reconciling reports by hand or making decisions from dashboards whose definitions, source data or freshness are unclear.
A defined set of metrics, checked data connections and a dashboard or report with clear ownership and refresh rules.
When another starting point may fit better
Choose an internal app when staff need to create and update operational records. Choose consulting first if the decision or reliable data sources are not yet clear.
Choose a first scope your team can review.
Choose a starting point and inspect a sample of the decisions, review evidence and handover it involves.
A business reporting dashboard
Bring selected operational or commercial measures into a shared view, with source references, refresh times and agreed metric definitions.
A dashboard metric and source specification
Two teams report different totals for the same sales pipeline.
- Business question
- Choose the decision and the measures that should inform it.
- Metric definition
- Agree inclusion rules, date ranges and how missing or cancelled records are treated.
- Source mapping
- Identify the authoritative records and reconcile a representative sample.
- Data freshness
- Show update times and make failed imports or stale sources visible.
Recalculate the agreed measures from approved sample records and explain any differences before accepting the dashboard.
A defined set of metrics, checked data connections and a dashboard or report with clear ownership and refresh rules.
Selected example: A business reporting dashboard.
Tangible outputs
A defined set of metrics, checked data connections and a dashboard or report with clear ownership and refresh rules.
- Metric definitions, source mapping and access requirements
- Checked data connections and a dashboard or scheduled report
- Freshness indicators, reconciliation checks and failure alerts
- Documentation, maintenance responsibilities and owner training
How to judge the result
Reconcile the agreed metrics against representative source records. Verify access, missing data, freshness and recovery after a failed refresh.
Scope and responsibilities to agree
Sources, reporting frequency, history, user roles and reconciliation rules are agreed before implementation. Data quality and source access affect what can be reported. This is a business reporting service; predictive models, financial assurance and ongoing data operations need separate scope.
Define the decision and measures.
- 01
Define the decision and measures
Agree the questions, source of truth and metric definitions with the people who will use the report.
- 02
Connect and reconcile the data
Build the agreed imports and reporting views, compare outputs with source records and document known limits.
- 03
Hand over a repeatable reporting cycle
Train the owner, test refresh and recovery, and agree the process for changing metrics or sources.
For the first conversation
Bring a starting point, not a finished brief.
- Name the decision and the first measures you need.
- List source systems, available history and known data-quality issues.
- Identify the report owner and the people who should have access.
Use general or approved examples. We’ll agree any deeper access before reviewing private systems.
Free editable notes for your team. No email needed.
Before you commit
Your questions, answered.
Can you work with our spreadsheets and existing tools?
Yes, if the sources and permissions support the agreed report. We first establish the authoritative records and definitions rather than assuming a platform replacement.
Can AI explain the reports?
We can scope a source-backed summary after the measures and data are reliable. Summaries should make uncertainty visible and link back to the report; business decisions stay with the responsible team.
What shapes the price and first scope?
Source count, history, data quality, integration access, metric complexity and refresh requirements shape the first scope. We agree deliverables, review points and separately priced tools or ongoing work in the proposal.
What should we bring to the first conversation?
Name the decision and the first measures you need. List source systems, available history and known data-quality issues. Identify the report owner and the people who should have access. General or approved examples are enough to begin.
Make progress before a bigger commitment
Take one useful step with your team.
Name the decision and the first measures you need. This gives you something concrete to discuss, whether you work independently or bring us in.
Use the free planning guide ↗Your next decision
Which report should your team be able to trust?
Tell us what you report today, where the data comes from and which decision the report should support.
The enquiry is free. Paid work starts after an agreed scope and proposal.