Single Source of Truth — BI Dashboard
One dataset, one set of definitions, one place to find every number that matters — financial, operational, commercial.
Typical engagement
KPIs unified
Manual reporting eliminated
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The Situation
Every leadership meeting starts with a debate about whose number is right. Finance has one revenue figure, sales has another, the CEO is looking at a board pack with a third. None of them are wrong — they’re each pulling from a different system with a different definition. But the conversation that should be about decisions becomes a conversation about data.
The reporting team spends a week each month assembling the board pack. Half of that is hunting numbers; the other half is reconciling versions. Operational KPIs and commercial KPIs live in separate tools from the finance ones, and nobody has the cross-functional view that the business actually needs.
When a question lands on the CFO’s desk — “what’s the gross margin by customer segment this quarter?” — the answer takes a day to produce, and by the time it lands the question has moved on.
What we build
A single dataset, a single set of definitions, and a single dashboard that the whole leadership team works from.
The data layer comes first. We agree the definitions — what counts as recurring revenue, how gross margin is calculated, how a pipeline opportunity gets weighted — and we document them. Then we build the pipelines from each source system (the ERP, the CRM, the marketing platform, the project tooling, the HR system) into a unified warehouse.
The reporting layer sits on top. Financial KPIs, sales and marketing KPIs, operational KPIs, and the cross-cutting views that connect them — revenue per head, gross margin by channel, sales efficiency, project profitability. The CFO and the CEO see the same numbers as the COO and the CRO, because they’re looking at the same model.
Where the source systems are weak, we flag it and propose fixes. Where the definitions are contested, we resolve them in the open and document the decisions.
What you get
Around 30 hours a month of manual reporting eliminated, based on recent work — redirected into analysis rather than data assembly.
Leadership meetings that start with decisions, not with arguments about whose number is right. The dashboard is the source.
Faster answers to the questions that matter. “What’s the margin by segment?” becomes a filter, not a project.
A reporting infrastructure that scales. New questions, new metrics, new business lines can be added without rebuilding the system.
Your financial data won't fix itself.
30 minutes. We'll tell you exactly where your data is costing you money — and what AI can do about it.