One version of the numbers, from the tools you run

Who uses it

• Business owner or executive

  Checks the headline figures on one dashboard, compares periods and drills into whichever number has moved unexpectedly.

• Department lead

  Tracks their own team’s targets and activity, filtered to their region or product, and shares views with their team.

• Analyst

  Defines metrics, builds new reports and explores the combined data without manually stitching exports together first.

• Client or partner

  Signs in to a portal to see the reports and figures shared with them, limited to their own account.

It can also include

• Business intelligence
• Dashboards
• Reporting
• Data pipelines
• Predictive insights
• KPI tracking
• Data visualization

1. 01

   Sources are connected

   Pipelines pull data from the tools you already run, on a schedule, without anyone downloading exports by hand.

2. 02

   Data is cleaned

   Records are matched across systems, duplicates removed and formats aligned, so a customer is one customer everywhere.

3. 03

   Metrics are defined

   Revenue, margin, conversion and the rest are calculated once, in one place, and used by every report.

4. 04

   Dashboards refresh

   Each role sees its own dashboard, updated automatically, with drill-down from any headline figure to the detail.

5. 05

   Alerts and decisions

   Thresholds trigger alerts when something moves, and scheduled reports land in inboxes before the weekly meeting.

Typically connects to

• CRM
• Accounting software
• Ecommerce and point of sale
• Advertising and web analytics
• Spreadsheets and file imports
• Databases and data warehouses
• Operations and ERP systems

1. Phase 1

   Launch

   Two or three key data sources connected, the core metrics agreed and defined once, and a leadership dashboard with scheduled weekly reports delivered by email.

2. Phase 2

   Expand

   More data sources, dashboards for each department, row-level permissions, alerts when figures cross thresholds, and a portal for sharing selected reports with customers or partners.

3. Phase 3

   Scale

   A central data warehouse, historical trend analysis, forecasting and predictive models, and self-service exploration so analysts across the business can answer new questions without waiting on a developer.

1. 01Why not use an off-the-shelf dashboard tool?

   Often that is part of the answer. The harder work is underneath: connecting sources, cleaning and matching records, and agreeing metric definitions. We can build that foundation and present it in a standard dashboard tool, or build custom dashboards and portals when you need them inside your own product or shared with clients.

2. 02How fresh will the data be?

   It depends on the source and what the figure is for. Many sources refresh hourly or daily, which suits most management reporting. Where operations need near real-time figures — orders, stock, staffing — those pipelines can update every few minutes. We agree the refresh schedule for each metric during discovery.

3. 03Can it predict what will happen next?

   Once there is enough clean history, forecasting can be added for demand, sales, staffing or cash. Forecasts are shown as ranges, not certainties, and are compared with what actually happened so you can judge how far to rely on them. We start with reliable reporting first, because predictions are only as good as the data beneath them.

4. 04How is access to sensitive figures controlled?

   Permissions are set by role and, where needed, by row — a regional manager sees their region, a client sees their account. Access is logged, and data is encrypted in transit and at rest. Requirements for financial, health or personal data depend on what you hold and where you operate; we build to the requirements you set with your advisers.

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