BUSINESS ANALYTICS
Find the signal in your daily work.
Define the questions your team needs to answer, then organise the relevant business data into useful views.
Make every report answer a business question.
A chart should help someone decide what to do next. Start with that decision before selecting a dashboard.
01
Agree the meaning behind each measure.
A pipeline total can change depending on the selected stages, date range and currency. We define those choices with your team so that the report can be interpreted consistently.
- List the question each metric should answer.
- Identify its source and calculation rules.
- Explain refresh timing and any missing information.
02
Build a repeatable review routine.
Reports become more useful when an owner reviews them and follows up on exceptions. We discuss which filters, underlying records and exports are needed for that conversation.
- Choose the audience and level of detail.
- Review sample records against the report.
- Document definitions and ownership at handover.
Give the dashboard a shared set of definitions.
A report is easier to trust when the team can explain its measures and trace them back to source records. Agree those definitions before discussing visual polish.
Define the calculation
State what is included, excluded and grouped. Date ranges, currencies and status definitions can change how a figure should be interpreted.
Review the source
Identify the system supplying each measure and the expected refresh timing. Note missing information or delayed updates so the report is not treated as more current than it is.
Connect insight to action
Agree who reviews the report and which questions it should answer. Filters and underlying records should support a useful discussion rather than add unnecessary complexity.