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Build/Dashboards and reports

Dashboards and reports

The Friday report, refreshed overnight from the finance system, the project register and SharePoint. One set of numbers everyone agrees on, with the source shown on each one.

Plan your build
PCPaige Tab, Carl ShiftTeams chat
  1. PaigeIs the board report ready?
  2. CarlTom needs another hour.
  3. PaigeHe said that last Friday.
What we do

How it works.

  1. 01Pick the numbers

    The ten or so numbers leadership actually asks for.

  2. 02Connect the sources

    Finance, HR, the project register and SharePoint, connected once.

  3. 03Refresh overnight

    Ready before anyone gets in, with the source on every number.

  4. 04Grow it

    New tiles as new questions come up.

See it working

Press a tab, then refresh a feed.

Sample data. Nothing you enter leaves this page.

Open it on its own page

Examples

What the work looks like.

Sample document · made-up companyPrototype walkthrough

An early prototype, click by click.

Open the sample Field NotesThe Friday report is costing you a person.

Six hours a week rebuilding a leadership report by hand adds up to 300 hours a year. Connect the systems once instead.

Read the note
Questions

What people ask.

Is this Power BI?

Sometimes. Where a full BI tool earns its place we use it. Often a SharePoint dashboard is faster to build and easier to keep.

Which systems can it connect to?

Most finance, HR and project systems with an export or an API. We check yours in the first week.

Plan your build.

Thirty minutes on a call. We tell you how we would start. Not sure yet? The Scan is free.