Solutions · Data and reporting
Reporting you can trust in weeks, from a model that already works
A proven model and set of metric definitions for the reporting most organisations need, covering customers, orders, revenue and operations, adapted to your sources and your terms. The debate about definitions starts from a sensible draft rather than a blank page.
Use cases
Is this you?
Most organisations need broadly the same core reporting. What differs is their data and their definitions, and that is where the time should go.
Reporting assembled by hand
Each month someone pulls the figures together manually, and the board pack takes days.
No agreed definitions
Revenue, active customer and margin each mean something slightly different depending on who is asked.
A new platform with nothing on it
The data platform is in place, and the business is still waiting for the first report worth opening.
Charts nobody relies on
Plenty of dashboards exist, few are opened, and none are used when a real decision is made.
What it delivers
Close to right for most, right for you after tailoring
A starting model covering the domains nearly every organisation reports on.
- Customer, order, product and revenue models
- Operational measures for throughput and service
- Draft definitions for the core metrics, with the usual edge cases decided
- History handling, so past figures do not silently change
- Tests that totals reconcile and relationships hold
- A starter set of reports built on the model
Starter model
Customers
One record per customer, history kept
Orders
Lines, status, fulfilment
Revenue
Recognised, invoiced, collected
Operations
Throughput, backlog, service levels
Metrics
Definitions with owners and edge cases
Reports
Board pack, trading view, service view
What we do around it
Agreed with your people, fitted to your data
The model gives a head start. Agreeing it with your people and fitting it to your data is the engagement.
- Mapping
- Your sources mapped onto the model, with the gaps and oddities in your data handled explicitly.
- Definitions
- Sessions with finance, sales and operations to agree each metric, starting from the draft.
- Build
- The model and first reports built on your platform, tested against figures you already trust.
- Retirement
- Old reports that duplicate or contradict the new ones identified and switched off.
- Extension
- New domains added as the business starts asking new questions.
Pricing and demonstrations
Tell us what the board pack should show
We will show you those figures built on the starter model, and where the definitions would need your decision.
Priced by your size, users and the support you need. No tiers.