AUTOMATE / SERVICES
Dashboards & business reporting
Make your operational information easier to use.
Who it’s for
Business owners and teams assembling reports from spreadsheets, databases or multiple business tools.
The problem we help solve
A dashboard is only useful when its definitions, source data and refresh process are dependable.
What the work can include
- Reporting questions and metric definitions
- Data source assessment and preparation
- Excel, Power BI or custom dashboards as appropriate
- Refresh and access configuration
- Validation and user guidance
Your proposal sets the final deliverables and responsibilities.
What this looks like in practice
A lead report can show sources, pipeline stages and overdue follow-ups, with filters that help a manager understand what needs attention.
How we get started
We review the current situation, agree a scope and plan, then design and implement the solution with scheduled review points. Testing and handover are included in the agreed delivery plan.
What we need from you
Sample data, definitions of each metric, source access and the frequency at which information needs updating.
Common questions
Will a dashboard fix inconsistent data?
Data issues must be identified and addressed. Cleaning and reconciliation work is scoped separately when needed.
Are software licences needed?
Sharing or scheduled refresh may require paid platform licences. We identify these requirements before implementation.