KPI definition
Agreeing a small number of meaningful measures, each with a clear definition, so reporting is consistent.
Business Intelligence & Reporting
Reporting your team can actually trust.
Good business intelligence is not about adding more charts. It is about agreeing what matters, validating the data behind it, and building routines that support decisions.
What we help plan
Reporting cadence
Deciding how often each report is reviewed — daily, weekly or monthly — to match real decision rhythms.
Dashboard planning
Structuring dashboards around questions people actually ask, rather than everything that could be shown.
Source data validation
Checking that the figures feeding a dashboard are accurate and complete before it is trusted.
User access roles
Defining who can see and edit each report, in line with sensible data practice.
Decision routines
Connecting reports to regular reviews, so numbers lead to action rather than sitting unused.
Sample dashboard architecture
A simple layout showing how data may flow into a reporting dashboard. This is an illustrative structure, not real data.
Sources
Operational system
Finance spreadsheet
CRM export
Preparation
Validate & clean
Combine & define metrics
Reporting layer
Executive summary
Operational detail
Trend view
Realistic limitations
A dashboard can help surface information more clearly, but it may support better reporting only when the underlying data is reliable. Dashboards reflect the data behind them and do not replace judgement. Any handling of personal data should be evaluated against UK GDPR and the Data Protection Act 2018.
Start with a data review