Dashboards & management reporting
We start with the decision a person needs to make, then define metrics, filters and the route from a headline number to the records that explain it.
Discuss this serviceReports that help someone take the next step.
Are your dashboards full of charts but short on answers?
See important metrics in a clear view connected to everyday decisions and actions. Scope, cost and timing follow an assessment of your sources, access and priority decisions.
What the work involves
Decision brief
Identify the audience, recurring decisions, meeting cadence and the first questions the report must answer.
Report design
Define measures and dimensions, freshness indicators and useful drill-downs. Build around a small set of priority questions.
Validation
Reconcile each measure, test filters and totals, and review edge cases such as returns and empty periods.
Adoption
Walk through real scenarios with users. Provide metric guidance, ownership and a process for reporting issues.
Commerce performance report
Compare net sales, returns and recorded costs by channel. Let a user filter the period and inspect the underlying records.
Try this pattern in the Data Workbench with a sample or your own CSV.
Open the Data WorkbenchRelevant data sources
View source directoryExcel / CSV
Analyze your own order file in the Data Workbench.
CSV tool availableGoogle Sheets
Bring structured spreadsheet inputs into a repeatable report.
Review access & implementationGA4
Use website activity with clearly defined event and conversion measures.
Review access & implementationBigQuery
Build reporting from an approved set of tables or views.
Review access & implementation