Data, Reporting & Consulting
KPI reporting
A short, readable report on your key metrics every month – with context, anomalies and recommendations.
The problem
The dashboards exist, but nobody looks at them regularly. Warning signs like shrinking margins or rising costs are only noticed once they've already cost money.
What is included
- Defining five to ten core KPIs with you
- Regular data collection from your systems
- Monthly report comparing with last month and last year
- Plain-language commentary on anomalies
- Automatic alerts when thresholds are crossed
- Optional monthly call
What you get
- Monthly KPI report as PDF or link
- Metric definitions
- Alert rules for critical values
- Archive of all previous reports
Process
How it works
- 01
Define KPIs
We agree on a small set of metrics that really matter for your business.
- 02
Set up data flow
Data is pulled from your systems automatically or with minimal effort.
- 03
Monthly reporting
Every month you receive the report with commentary.
- 04
Adjust
Every few months we check whether the metrics are still the right ones.
FAQ
Questions about this service
Is this tax or financial advice?
No. We prepare your numbers and point out anomalies. Tax and financial decisions are made with your accountant.
Which metrics make sense?
It depends on your business model – typical ones are revenue, margin, cost per customer, outstanding invoices or enquiries. Fewer is usually better.
Can reports arrive via Slack or email?
Yes. Summaries and alerts can be sent automatically by email, Slack or Microsoft Teams.
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Intro call
KPI reporting – let’s get started.
In a free intro call we clarify what you need, what it costs and when it will be done. No sales pressure.