Give every team numbers they can act on
We connect your reporting sources, agree the KPI definitions and build dashboards around the decisions your business makes, so teams spend less time reconciling reports and more time acting on them.
The reporting problems costing you time and money
The board pack takes days
Analysts rebuild the same numbers by hand every month, and leadership sees them late
Sales and finance disagree
Each team defines revenue, margin or churn differently, so meetings start with a debate about whose number is right
Fixes live in spreadsheets
People export data to patch it by hand, and those fixes never reach the source
A reporting layer your team owns
Each piece is handed over with documentation, so you can keep it running without us
| Metric | Definition | Owner | Status |
|---|---|---|---|
| Net revenue | Invoiced revenue minus returns and discounts | Finance | Agreed |
| Active customer | Ordered in the last 90 days | Sales | Agreed |
| Gross margin | Net revenue minus landed cost | Finance | Agreed |
- Source inventoryEvery system feeding your reports, with owners and refresh times
- KPI definitionsOne agreed meaning for each metric, signed off by the teams that use it
- Tested data modelModelled tables with quality checks before anything reaches a dashboard
- Dashboards and accessBuilt around specific decisions, with the right people seeing the right data
- Runbook and trainingSo your team can maintain and extend it
- Platforms we work withPower BITableauLookerSnowflakeBigQueryDatabricksdbtAzure Synapse
Signs this is costing you
If two or more of these are true, there is usually a clear, measurable win available.
- Finance, sales and operations report different revenue for the same month
- The board pack takes days of copying, pasting and checking
- Analysts spend more time fixing spreadsheets than analysing
- Nobody is sure which dashboard is the right one
- Leadership waits until the middle of the month for last month's numbers
From workaround to one set of numbers
Today
- Exports and manual fixes every month
- Three versions of revenue
- Reports arrive late
- Trust depends on who built it
After
- Sources connected and refreshed automatically
- One agreed definition per KPI, with an owner
- Numbers ready on the first working day
- Tested data behind every dashboard
Results you can check
We agree a baseline before work starts, so the result is measured, not claimed
A usable first slice, then expand
Assess
Review sources, current reports and the decisions they support
Agree
Reconcile definitions for the first set of KPIs
Build a slice
Deliver one working, tested reporting area
Validate
Check with the people who use it, then adjust
Expand and hand over
Roll out further areas and transfer ownership
From scattered sources to one view for the CEO
One source of truth from 50+ scattered sources
Ingestion from 50+ sources with Stitch, modelled in dbt on Google Cloud, with Looker Studio dashboards for the CEO and Head of Product
What buyers ask before starting
Can we keep Power BI?
Yes, unless there's a clear reason to change.
What access do you need?
Read access to the sources and an owner for each KPI.
What affects price and timing?
Number of sources, how far definitions differ, and scope.