KPI dictionary
Each key measure defined once: formula, source, owner and how often it's updated.
Data foundations & management reporting
One set of numbers everyone trusts, without the spreadsheet scramble.
Clean definitions for the measures that matter, connected data from your finance, sales and operations systems, and dashboards the leadership team uses every week, so meetings argue about decisions, not about whose number is right.
WHEN COMPANIES CALL US
You may need this if…
- Every meeting starts with a debate about whose number is right.
- Monthly reporting depends on one person and a set of spreadsheets.
- Sales, finance and operations systems don't talk to each other.
- You want to use AI but your data is scattered and inconsistent.
WHAT YOU GET
Outputs your team keeps and uses.
Data map
Where each number comes from, how systems connect, and where data quality breaks down.
Data pipeline
Automated connections from source systems to a single reporting layer.
Leadership dashboards
A small set of dashboards for the leadership team and key functions, built around the decisions they make.
Data quality fixes
The most damaging data problems fixed at the source, with owners for keeping them fixed.
HOW IT WORKS
The work, step by step.
- 1Weeks 1–3
Define
Agree the KPIs and definitions with leaders and map the data sources.
- 2Weeks 3–9
Build
Connect systems, fix critical data issues and build the dashboards.
- 3Weeks 9–12
Adopt
Use the dashboards in real meetings, refine and hand over.
QUESTIONS THIS ANSWERS
- Which numbers should the leadership team look at every week?
- Why do our systems give different answers to the same question?
- How do we stop rebuilding the same reports by hand?
- Is our data good enough for AI?
HOW WE MEASURE IT
- Hours spent building reports
- Report timeliness
- Dashboard use by leaders
- Data errors found and fixed
RUN THE NUMBERS FIRST
Free calculators for this decision.
Each one runs in your browser with your own numbers. Nothing is sent to us unless you choose to share it.WHERE THIS COMES UP MOST
Industries where this work matters.
COMMON QUESTIONS
Before you get in touch.
Sometimes. The right setup depends on your systems and volumes; many mid-market companies do well with a lighter reporting layer.
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