SVC-ANL
Analytics & Reporting
Dashboards and scheduled reports built on data that finance and operations agree on.
The problemEvery meeting starts with an argument about whose numbers are right.
Reporting starts with definitions. We write down what margin, on-time and active customer mean, build one reconciled data layer, and present it as dashboards and scheduled reports that carry the same numbers.
What we build
- 01
Metric definitions
A short dictionary of your key measures, signed off by finance and operations.
- 02
Reporting data layer
A cleaned copy of your data organized for questions, kept separate from the live systems.
- 03
Operational dashboards
Live views for the warehouse, the sales team and the finance desk, tuned to decisions each of them makes.
- 04
Scheduled and exportable reports
PDF and spreadsheet reports on a schedule, matching the dashboard figures.
- 05
Alerts
Thresholds that notify a named person when something needs action.
A sketch of the kind of screen
Layout sketch only. No real values shown.
What ships first
- 01Metric dictionary
- 02Data layer for one source system
- 03Three dashboards for one team
- 04Two scheduled reports
Scope is fixed in the proposal at the end of discovery. How a project runs
How we would judge it
- Reports produced by hand each month
- Numbers disputed in meetings
- Time to answer a management question
- Alerts acted on
Works with what you already run
- ERP, CRM and WMS databases
- Accounting exports
- Spreadsheets and CSV feeds
- Email delivery
- Power BI or Tableau if you already use them
Before we start
- The decision each report should support
- Access to the underlying data
- A finance owner for definitions
What we do not build, and when to buy instead
We do not resell BI licenses. If you already use Power BI or Tableau, we build the data layer and reports for it.
Questions about Analytics & Reporting
Do you replace Power BI or Tableau?
Not necessarily. If you use one, we build the data and reports for it. If you do not, we can build focused dashboards inside your own software.
Why a separate data layer?
Live systems are tuned for transactions. A reporting copy lets analysis run without slowing orders and lets you reconcile numbers once.
Industries that use this
Blueprints (illustrative)
SVC-ANL
Sound familiar? Every meeting starts with an argument about whose numbers are right.
Send a project brief. Discovery ends in a fixed-price proposal for the first release, and you keep it whether or not you hire us.