Business challenges
01
Monthly board report takes a full week to produce
Data exported from CRM, ERP, and marketing platforms. Reconciled manually in Excel. Formatted into a slide deck. Distributed. By the time anyone reads it, it describes events that happened 3 weeks ago.
02
Leadership makes decisions on stale or unreliable data
The dashboard was built 2 years ago and last updated when the BI analyst who built it left. Several metrics are calculated incorrectly. Leadership knows this but there is nothing to replace it with.
03
Every team reports a different version of the same number
Sales reports one pipeline figure. Marketing reports another. Finance reports a third. Board meetings begin with 20 minutes of reconciliation rather than decision-making.
04
BI tools purchased but not meaningfully used
Tableau or Power BI licensed at significant cost. The dashboards were built once, never maintained, and adoption has dropped to near zero because the data is no longer trusted.
What is included
Define the specific decisions each audience needs to make -- leadership, sales, marketing, customer success -- and design the metrics, data sources, calculation methodologies, and refresh frequencies for each dashboard before building anything.
Deliverables
How it works
Requirements workshop
Define the decisions each audience needs to make and the metrics required to make them. Establish calculation methodology for every shared metric before build begins.
Data quality audit
Assess the quality, availability, completeness, and freshness of every data source the dashboards will draw from.
Data modelling
Build the unified data layer connecting CRM, ERP, and marketing data with consistent, agreed calculations.
Dashboard build
Build role-based dashboards designed for decision-making. Each dashboard answers specific questions, not just displays data.
Launch & maintenance
Launch with user training, access configuration, and a defined maintenance cadence to keep dashboards trusted as the business evolves.
Success stories
The board report that used to take my team 3 full days every month now refreshes automatically every morning. The first board meeting where I presented live data instead of a week-old PDF changed the quality of our strategic conversations immediately.
Sales, marketing, and finance are now looking at the same pipeline number from the same source with the same calculation. The 20-minute reconciliation debate that opened every Monday review is gone. We spend that time on decisions instead.
Healthcare
180% increase in marketing-influenced pipeline
B2B Healthcare Company
Professional Services
300% increase in qualified inbound
CRM Consultancy (60 staff)
Platforms we use for this service
Free resource
Requirements framework, metric dictionary template, data source mapping worksheet, and maintenance checklist for building BI dashboards that get used and trusted.
From our team
FAQ
Ready to start?
We respond within 1 business day with an honest assessment -- no commitment required.
Client results
