Data and reporting examples
Reports should help you understand the business. When gathering the numbers takes too long, or people disagree about what they mean, it helps to look at how the information gets there.
The situations below are illustrative examples of problems we can help solve. They show how we would approach the work; they are not accounts of completed client engagements.
Sales and accounting may be looking at different dates, definitions, or records. Before changing either report, we would trace where the numbers come from and understand what each team needs to know.
That work can lead to shared definitions, clearer reporting, and checks that make differences easier to explain.
A recurring report may depend on several downloads, copied columns, and manual adjustments. We would review those steps, identify which ones can be automated, and preserve human review where judgment is needed.
The aim is to reduce the repeated work while keeping the information understandable and easy to check.
A dashboard may contain plenty of charts and still leave you wondering where work is getting stuck. We would start with the decision you need to make, then choose the measures and data visualizations that help answer it.
Sometimes that means changing an existing report. Sometimes it means connecting another source of information. The question guides the work.
