Dashboards and reporting
Finding out how the business is doing means someone combining spreadsheets by hand
We bring your operation's numbers onto one screen that updates automatically, with the metrics defined together with your team.
Who it’s for
For management teams that make decisions with month-old numbers, or that start the management meeting arguing about which number is right.
Signs you need this
- Reports are put together by hand, and someone loses hours on it every week.
- The same metric gives different values depending on who calculates it.
- Answering a simple question about the business means asking someone.
- Everyone has to filter everything to find what’s theirs.
What we do
- We agree with your team what gets measured and how, including what doesn’t count as performance.
- We connect the data that already exists, with no extra data entry.
- The screen updates itself throughout the day, with access for company accounts only.
- We build a view for each person, with what they’re responsible for.
A real case
At an IT services company with over 100 people, the operations dashboard updates throughout the working day. The weekly review for each client used to take an hour by hand. Now it takes no time at all: it’s ready when it’s needed.
Frequently asked questions
What tool do you use?
We take the data from where it already lives (ERP, CRM, recruitment software, spreadsheets) and choose a way of showing it that your team will actually open.
Who sees what?
Access is through company accounts only, and each person can have their own view, with what they're responsible for.
What if the source data is incomplete?
It often is. We point out where records are missing before we design any charts, and help tidy up record-keeping so the numbers become reliable.
Tell us where your team loses time.
Prefer to write? marta.matos@withzeno.com