Data · Business intelligence

Dashboards and data analysis

Reliable indicators and Power BI or Metabase dashboards your team actually uses, built from the data you already have.

Discuss your needs See project examples

When a dashboard becomes necessary

  • Monthly reports take several days of exports and copy-and-paste.
  • The numbers change depending on who you ask or which file you open.
  • Data is scattered across an ERP, the accounting system, Excel files and other applications.
  • Management wants to track sales, margins or operations without waiting for month-end.

The starting point is always the decision to support: which number, for whom, how often and with which definition.

Illustrative dashboard with fictional data: monthly actual and budgeted sales, gross margin by product line and product lines to watch.
Illustrative example of a management dashboard. Fictional data.

How an engagement unfolds

1. Clarify the indicators

Business questions, users, definitions, sources and how often each indicator is reviewed.

2. Prepare the data

Connections to the agreed sources, transformations, the data model and reconciliation checks.

3. Design the dashboard

Pages, filters and visuals suited to the people who will use them, with the appropriate access.

4. Validate and hand over

User testing, documentation, a refresh guide and training.

Power BI or Metabase?

The choice depends on your sources, users, licences and security requirements. It is confirmed with you before work begins.

Power BI

Often a good fit for organizations already working in Microsoft 365. How reports are shared determines the licences required.

Metabase

An open-source analytics tool, available as a cloud service or hosted in your own environment. Useful for querying a database directly.

Potential deliverables

  • A documented data model and reconciliation checks against source totals.
  • A dashboard published in your environment, with the agreed access.
  • A KPI dictionary: definition, source, calculation and owner.
  • A refresh and maintenance guide, and user training.

Exact deliverables are set out in the proposal. Success depends on access to the agreed sources and on someone from your team being available to validate definitions and results.

Read: 7 financial indicators to track monthly

Which numbers do you want to track?

Tell us about your sources, users and target timeline. We will agree on a practical next step.

Discuss your needs