What’s Included?
1.
KPI Alignment
We define metrics that actually reflect success (leading/lagging indicators) so dashboards drive action, not vanity.
2.
Data Integration & Modeling
We connect CRMs, finance tools, ads platforms, and databases, then model the data for consistency across departments.
3.
Data Quality & Governance
We implement checks, deduplication, and definitions so everyone trusts the numbers.
4.
Dashboard UX & Visualization
We design layouts that highlight “what’s changing” and “what to do,” with filters and drill-downs for exploration.
5.
Alerts & Scheduled Reports
Threshold-based alerts and emailed/PDF snapshots keep teams informed without logging in.
6.
Access Control
Role-based permissions protect sensitive data while keeping insights accessible.
7.
Enablement & Playbooks
We train teams how to read, interpret, and act on the metrics.
Our Proven Development Process
Metrics Workshop
Align on goals and define a crisp KPI tree.
Source Audit & Connectors
Inventory systems, choose connectors, and plan refresh cadence.
Model & Validate
Build a clean semantic layer; validate numbers against ground truth.
Design & Build
Create dashboards that surface trends, anomalies, and next steps.
User Testing
Pilot with real users to simplify, clarify, and prioritize.
Rollout & Adoption
rain teams, document definitions, and set up alerts.
Optimize
Iterate as strategy and data mature.
Frequently Asked Questions
Got questions? We’ve got answers. Here’s everything you need to know.
Which BI tool do you use?
We work with leading tools—or build custom—based on your stack and budget.
How fresh is the data?
From near real-time to daily, depending on your needs.
Can we export?
Yes,PDF, CSV, and scheduled emails are standard.
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