Reporting and data
Data from several systems in one report
We bring together data from your CRM, warehouse system, accounting and spreadsheets. The daily and monthly report is produced without anyone assembling it by hand. Instead of reading through a summary in search of a problem, you get a notification once an agreed threshold is crossed.
We can start with a single report, or put your data in order before an AI search project.
- 01
A single source of truth
Metric definitions and the place they are calculated are agreed once. Every later report works from the same basis.
- 02
No manual assembly
The daily and monthly summary is produced at a set time and sent to the people who need it.
- 03
Alert on a threshold
Crossing a threshold triggers a notification. You do not have to open the report to notice a problem.
What we bring together
The starting point is a decision you make regularly, and the data that decision requires.
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Sales
The pipeline set against invoices
CRM data combined with the documents issued. You can see which enquiries end in a sale.
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Warehouse
Stock levels and turnover
Stock levels set against orders show the lines that are sitting still and those at risk of running out.
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Finance
Profitability by customer and project
Accounting data combined with sales data shows where the company earns and where it is out of pocket.
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Operations
Deadlines and team workload
Jobs, tasks and hours worked in one view. You can see the stage at which a backlog builds up.
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Alerts
A notification once a threshold is crossed
A drop in margin, a late payment or low stock triggers a message to the person responsible.
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Data for AI
Data put in order before an AI project
Consistent naming, gaps filled in and clear field definitions. AI search answers on the basis of what it finds.
How a report is built
A report follows from agreed definitions, not from whichever columns happened to be at hand.
- 01
Metric definitions
We agree what exactly sales, margin or lead time mean. One definition then applies across every summary.
- 02
Connecting the sources
We pull data from the CRM, the warehouse system, accounting and spreadsheets. Records for the same customer are joined on an agreed key.
- 03
Data quality checks
We look for duplicates, gaps and mismatched formats. A record that cannot be assigned goes on a list to be corrected.
- 04
Delivery and thresholds
The report reaches the named recipients at a set time. Crossing a threshold triggers a separate notification.
Scope of implementation
The scope depends on the number of sources, the quality of the data, and how many reports there are and who receives them.
On our side
- an inventory of the data sources and an assessment of their quality
- agreement on the metric definitions with your team
- rules for joining, cleaning and checking records
- the reports, the delivery schedule and the alert thresholds
- documentation of the definitions and handover of the solution
What we need from you
- someone who settles the metric definitions
- access to the systems and spreadsheets that hold the data
- the reports assembled by hand today, so the results can be compared
- the recipients of the report and the people who receive the alerts
From spreadsheet to standing report
Stage 1
Source review
We check where the data sits, what condition it is in and who fills it in today.
Stage 2
Agreeing definitions
We write down how each metric is calculated and which source its data comes from.
Stage 3
Build and verification
We assemble the report and compare the result with the summary prepared by hand until now.
Stage 4
Launch
We turn on the schedule, set the alert thresholds and hand over the documented definitions.
Common questions
Answers on changing systems, on differences between sources, on working spreadsheets and on preparing data for AI.
No. We take data from the programs you already use. A change becomes necessary only where a system offers no way at all of getting data out.
Contact
Discuss your reporting
In the first conversation you describe the decisions you lack figures for, and the places that data sits today. Afterwards we set out what to check before the scope can be defined.
- 01
Decision
You describe a decision you lack the figures for at the moment you need them.
- 02
Data sources
We establish which systems and spreadsheets the information comes from.
- 03
Further assessment
We set out what has to be verified in the data before the scope of work can be defined.