Data and reporting
Bring scattered data together and get useful reports without the spreadsheet routine.
You might ask for
- One dashboard for the whole business
- A weekly report that sends itself
- KPIs by store or rep
- A forecast for stock or demand
Who it is for
- Teams spending hours preparing recurring reports
- Businesses with important data scattered across tools and spreadsheets
- Decision makers working with inconsistent or out-of-date numbers
What you get
- Agreed definitions for the metrics your business uses
- Data updates that run on schedule and flag failures
- Reports and dashboards built around your actual decisions
- Documented data sources and calculations your team can trace
Approach
When reporting starts with copying numbers from several places, the report can be out of date before the conversation begins. Small differences in definitions make it harder to trust the result.
We start with the decisions your team needs to make. Then we trace the data behind them, agree on metric definitions and check what the sources can reliably tell us.
Next, we build the connections, transformations and quality checks needed to prepare your data. Dashboards and recurring reports use those same definitions, so your team can see where a number came from.
The result is a repeatable reporting process with monitoring, documented calculations and a handover your team can use. Where an AI summary is useful, it supports the underlying numbers and remains open to review.
Deliverables
- A review of your data sources and reporting needs
- Agreed metric definitions and quality checks
- Connected data pipelines with monitoring
- Dashboards or recurring reports for the agreed use cases
- Documentation and a team walkthrough
Technology
PostgreSQL, BigQuery, Snowflake, dbt, Airflow, Dagster, Fivetran, Airbyte, Looker Studio, Power BI, Metabase, Tableau, Python, SQL
Ways to work together
- Model 01
Roadmap
A one to two week review of your data sources and the numbers you rely on, ending in a written scope and a fixed quote for the reporting.
- Model 02
Starter build
One dashboard, scheduled report or data pipeline with agreed definitions, live in two to four weeks.
- Model 03
Care plan
Monitoring of the data refreshes, fixes when a source changes and small improvements each month.
Questions
Our data is messy. Can we still start?
Yes. We begin by reviewing the sources, definitions and gaps. That helps us fix the causes of unreliable reports before automating them.
Do we need a new reporting platform?
Not necessarily. We start with your current tools and recommend changes only where the reporting requirements justify them. A simple, maintainable setup is often the right starting point.
Can reports be sent automatically?
Scheduled report preparation and delivery can be part of the workflow. We agree on recipients, frequency and any review or approval needed before reports are shared.
Start here
Tell me about the work that slows your team down.
A 20-minute call, no obligation. You leave with a written next step whether or not we work together. Plain language is fine; you do not need a technical brief.
Prefer to write? [email protected]
I read every message myself and usually reply within one business day.