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Data & Analytics
Make decisions on numbers everyone trusts.
When finance, sales and operations each report a different figure, meetings become debates about data instead of decisions. We give leadership one agreed version of performance, refreshed on time and built around the decisions you actually make.

The problem
Signs this is holding you back
- Management reports take days to compile and arrive after the moment to act has passed.
- Teams quote different numbers for the same measure.
- Board, investor or donor reporting depends on a few people and many spreadsheets.
- Dashboards were built, but nobody trusts or uses them.
Intended outcomes
What we work towards
- Agreed definitions for the KPIs that drive the business
- Reporting that refreshes reliably without manual effort
- Dashboards designed around specific leadership decisions
- Access matched to each role, with sensitive data protected
Potential scope
What the work can include
Final scope is agreed after a discovery conversation.
Reporting diagnostic
KPI and decision mapping
Data quality review
Data integration and modelling
Dashboard design and build
Board and donor reporting packs
Access controls and refresh setup
User training
Delivery approach
How the work runs
- DiagnoseUnderstand the business problem, the decisions involved and current systems.
- DesignDefine the target process, data, tools and controls in a phased plan.
- ImplementBuild, connect, secure and test the solution with your team.
- EnableTrain users and hand over clear ownership and instructions.
- ManageRun, support and improve the solution against agreed measures.
Dependencies
What we need from you
- Access to source systems and current reports
- A business owner for each KPI
- Licences for the chosen reporting tool
Ways to start
Starting offer
Reporting and Dashboard Diagnostic
For
Leadership teams with slow or inconsistent reporting
Purpose
Define what leaders need to see and how to deliver it reliably.
Indicative outputs
Decision and KPI requirements, source inventory, reporting gaps, sample dashboard structure and a delivery recommendation.
What we need
Access to current reports and source data.
FAQs
Common questions
Which reporting tools do you use?
We build in the leading business intelligence tools and choose based on the licences, skills and data sources you already have.
Can you start from our spreadsheets?
Yes. Most reporting work starts there. We stabilise and connect what exists before automating it.
Who maintains the dashboards afterwards?
We agree ownership during delivery, train your team and can support the reporting under a managed service.
Insight
What to define before building a management dashboard
Eight decisions that make a dashboard useful and trusted.



