Metric dictionary
Definitions, calculation notes and ownership for the measures that matter to the report.
Business service
When this fits
This service is structured around the business process first, then the technology required to support it.
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Leadership receives reports too late or in inconsistent formats
Different teams use different definitions for the same KPI
Important exceptions and trends are hidden inside spreadsheets or exports
The business needs analysis, Power BI or Looker Studio but the source data and ownership need structure first
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Analytics visual
Dashboards become more useful when data preparation, KPI definitions and validation are treated as part of the reporting system.
Operating flow
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Reporting demo
Orders completed
1,284
+8.4%
On-time rate
94.2%
+2.1%
Exceptions open
17
-6
Delivery structure
The exact sequence depends on the approved scope, systems and risks, but each workstream has a clear purpose.
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Agree what users need to understand, which records count and how each important KPI is defined.
Clean, map and structure approved source data so the reporting method can be repeated.
Create the required analysis, KPI views, trends, comparisons and exceptions for the intended audience.
Reconcile important outputs and document refresh, sharing, maintenance and issue ownership.
What you receive
Deliverables are defined around the agreed workflow so both business owners and technical maintainers can understand what was delivered.
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Definitions, calculation notes and ownership for the measures that matter to the report.
A record of where reporting data comes from and how it is cleaned or prepared.
Repeatable analysis of agreed trends, exceptions, comparisons or operational questions.
Decision-focused reporting in the platform that best fits sources, users, licensing and governance.
Checks that important totals and example records align with approved source evidence.
Access, refresh, distribution, maintenance and known limitation documentation.
Technology approach
Power BI, Looker Studio, Excel, Google Sheets, SQL, Python and approved connectors can be used according to the source data, analytical complexity, audience and long-term ownership. A dashboard platform is selected after the reporting problem is understood.
Scope clarity
A dashboard cannot make unreliable source data trustworthy without addressing the underlying data problem
Licensing, connector availability and tenant configuration remain platform dependencies
Analysis and reporting support decisions but do not guarantee a particular business outcome
Questions
Power BI is often a strong fit for Microsoft environments and richer data modeling. Looker Studio is often convenient for Google-centered reporting. The right choice depends on sources, users, licensing, sharing and maintenance needs.
Yes when the source structure, identifiers and ownership can support repeatable reporting. Data cleaning or redesign may be needed before a dashboard is dependable.
Yes. Data analysis can be a separate or earlier step to understand quality, trends, exceptions and KPI definitions before investing in the visual reporting layer.
Yes. We review the source data, metric definitions, calculations, refresh process, users and the decisions the report is expected to support.
Related services
These pages separate broad business outcomes from the specialist capability that may be needed to deliver them.
Swipe through related services
Power BI dashboards, data models, KPI definitions and reporting handover.
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Explore this serviceClean, structure and analyse operational data before or alongside BI work.
Explore this serviceConnect approved systems and data feeds to wider reporting workflows.
Explore this serviceAnalytics and reporting capabilities
Compare data analysis, Power BI and Looker Studio based on the existing data, users and decisions the reporting needs to support.