Dashboard design & build
Dashboards designed for the people using them, from executive summaries to detailed operational views.
Dashboards, plus the maintenance guide for them
03 / 04·Business intelligence & reporting
Next: Web & digital analytics03 / 04 · Defined build, then monthly
Business intelligence & reporting.
We build dashboards and reports around the decisions your team needs to make. Agreed definitions and checked data help everyone work from the same figures.
Example
The KPI dictionary.
A KPI dictionary records what each measure means, who owns it and its target. These examples show the format.
Artefact
Example
- Activation rate
- Share of new accounts reaching first value within 7 days — Owner: Growth — Target: 60%
- Net revenue retention
- Expansion minus churn minus contraction, trailing 12 months — Owner: Finance — Target: 110%
- Cost per qualified lead
- Blended spend over sales-accepted leads, by channel — Owner: Marketing — Target: set per channel
Measure · Definition · Owner · Target
What we do
How we can help
KPI framework development
Agreed measures, definitions and targets for your team's reporting.
Documented KPI definitions, owners and targets
Automated reporting
Reports that update from source systems on a schedule, reducing manual preparation.
Scheduled data updates and reports
Leadership & board reporting
Board reports with checked figures, performance trends and commentary.
A board reporting template
How it runs
How the project works
- 01
Decisions workshop
What decisions this reporting needs to support, and who makes them.
- 02
KPI dictionary
Measures, definitions, owners and targets, agreed in writing.
The KPI dictionary
- 03
Design
Built in the tool you already own — Power BI, Looker, Tableau or Metabase.
- 04
Build and automate
Connect the data sources and schedule report updates.
- 05
Review and handover
Review usage and feedback during the first month, then refine the reports and hand them over.
The dashboard, plus an adoption note
Working with us
Build, then run.
- Design & build
- A defined phase, scoped at intake
- Run & improve
- Month to month once live
- Minimum term
- Three months
- Tools
- Whatever you own — Power BI, Looker, Tableau, Metabase and others
Fit
Who this suits.
This works when
- Different teams get different numbers for the same question
- An existing BI project needs repair
- Leadership needs consistent board reporting
Before you start
- This service builds ongoing reporting.
- If your source data needs restructuring, we assess that work before building dashboards.
FAQ
Questions we get asked.
Power BI, Looker, Tableau and Metabase most often. We build in the tool you already own rather than migrating you to a new one, unless the assessment says otherwise.
Often, yes. We review the data sources, definitions and dashboards to decide what can be repaired.
We typically define five to ten KPIs and show up to seven in a single view, depending on the decisions it supports.
Your team can use the maintenance guide, or we can maintain and improve the reports through ongoing support.
Reading
Learn more about reporting
· Analytics & tracking
How many KPIs is too many?
How to choose a manageable set of KPIs and keep your dashboard focused on the decisions it needs to support.
· Digital performance
The Metric Trap: Why KPIs Can Distort Decision Quality
Targets can encourage behaviours that improve a metric while harming the business. How to review the incentives and context behind your KPIs.
· Digital performance
Why Data Doesn’t Improve Decisions And What Leaders Must Change
Start with the decision your team needs to make, then identify the data and analysis required to support it.
Services
Other ways we can help
Ready to fix your reporting?
Book a call to discuss a new dashboard or improvements to your existing reports.