Map of indicators and sources
Definition of each metric, responsible, origin and update frequency.
Better decisions start with numbers that make sense together.
Integrate sales, financial and operational data into clear indicators, with automated updating and access by profile.
What we deliver
A scope built from your process, with deliverables that the team can validate and use.
Integration and conference
Collection of agreed sources and reconciliation of samples with source systems.
Panels by decision
Management views with filters, permissions and details appropriate to each audience.
Delivery to the team
Documentation, usage guidance and monitoring of first readings.
How does this appear in operation
Illustrative example of application; does not represent a measured customer outcome.
The challenge
A distributor crosses orders, receipts and targets in three spreadsheets.
The proposed solution
The manager consults an integrated view and identifies pending orders and deviations by period, with the origin of each indicator.
Start with clarity. Evolve with evidence.
We start with an area and a set of indicators. The implementation can evolve into maintaining integrations and new panels in monthly cycles.
Licenses, additional fonts and history to recover are dimensioned in the diagnosis. Indicators depend on the quality and availability of source data.
What do we need to align
- Authorized access to sources and someone responsible for validating the numbers.
- Commercial and financial definitions aligned between areas.
How we evaluate work
- Time to prepare reports
- Agreement with source data
- Updating and using dashboards
Before you start
Do I need to change my ERP or CRM?
Not necessarily. We first evaluate APIs, exports, and permissions of current systems to choose the viable integration.
Will the numbers be updated in real time?
The frequency depends on the sources and the decision the panel supports. It is combined in scope and displayed to anyone querying the data.
How do we avoid a pretty dashboard that no one uses?
Each vision is based on a real decision, has someone responsible for validation and includes usage guidance and adoption monitoring.
Let's look at your scenario?
Tell us which process needs to be improved, the systems involved and the company’s current situation. We will analyze the context and respond via email.
Service of interest: Data and BI for management. After the initial analysis, we decide whether the next step is a diagnosis, a pilot or a proposal.
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