Weeks 1-2: Discovery & Data Profiling
– Audit existing data sources
– Identify gaps, inconsistencies, and risks
– Define business questions and reporting goals
– Deliver a data quality and readiness report
Weeks 3-4: Metric Definition & Data Modeling
– Define trusted metrics and KPIs
– Create business logic documentation
– Structure data for reporting (views, models, transformations)
Weeks 5-6: Dashboard & Report Development
– Build custom dashboards tailored to your business
– Validate outputs with stakeholders
– Iterate based on real usage and feedback
Weeks 7-8: Automation, Training & Hand-off
– Automate refresh schedules
– Create documentation
– Train your team on how to use and extend the reports
– Final review and optimization
- Growing businesses with data but no reporting structure
- Teams relying on spreadsheets and manual reports
- Leaders who don’t trust their numbers yet
The Problem
- Reports take too long to create
- Different teams report different numbers
- Dashboards exist, but no one relies on them
- Leadership lacks confidence in metrics
The Outcome
At the end of this 8-week process, you’ll have a reporting system you can rely on – not just dashboards, but clarity
- A trusted set of business metrics
- Automatically refreshed dashboards
- Clear definitions and documentation
- Confidence in the numbers you use to make decisions
- A repeatable reporting foundation
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