Reporting and Dashboards
Operational and executive reporting, with source, period, and exclusions stated on every tile.
A number on a screen looks equally confident whether it rests on complete data or on three months of partial records. We write the limitations onto the deliverable itself, where the person making the decision will actually see them.
An analysis is delivered with a careful methodology section. It explains the sample period, the records excluded, and the assumptions applied. Then a chart from that analysis is pasted into a board pack, and every one of those qualifications stays behind.
The chart travels and the caveats do not. This is not a failure of diligence by anyone in particular; it is simply what happens to a visual once it leaves the document it came from.
A confident-looking number is treated as a confident number. Nobody reading a board pack can tell that a figure rests on partial data unless the figure says so itself.
We put the limitation on the artefact. Every dashboard tile and every chart carries a short statement of what it does not account for, so the qualification travels with the number rather than behind it.
The chart travels. The caveats stay in the appendix. Nobody reading a board pack can tell the difference.
Each dashboard tile carries a short note of its source, its period, and what it excludes. It appears on the tile, not in a linked document nobody opens.
When the tile is screenshotted into a presentation, the note goes with it.
Some questions cannot be answered with the records an organization actually holds. Where that is the case, the finding is that the data is insufficient, and we deliver that rather than a weak proxy presented confidently.
Where collecting better data is feasible, we set out what it would take.
Operational and executive reporting, with source, period, and exclusions stated on every tile.
Consolidation of records from separate systems into something queryable and documented.
An honest account of what your records will and will not support, delivered before anyone builds on them.
Our deliverables look less authoritative. A dashboard covered in qualifications reads as less confident than one without them, and confidence sells more easily than accuracy.
We sometimes report that the answer is unavailable. Where the records will not support the question, that is the finding, and it is a shorter and less profitable engagement than building something that appears to answer it.
We hand over the maintenance. Documentation and training mean clients extend dashboards themselves rather than returning to us for every change.
A tile said it excluded returns processed after month end. Our board had been reading that number as total revenue for two years.Finance Director · Retail group
They told us our records could not answer the question we had asked, and what it would take to fix that. Nobody had said so before.Operations Manager · Distribution company