Example project · New build

KPI dashboard and reporting warehouse

One set of trusted numbers, refreshed automatically, in place of a weekly scramble to assemble slides.

This is a representative example of a project type we take on — a typical situation, approach and scope — not a description of a specific client engagement. Timelines are indicative; yours will depend on the details.

The situation

Leadership reviews a deck someone assembles by hand from five exports. Two departments report different revenue for the same month, and nobody can say which is right.

How we approach it

Agree the definitions of the key metrics in writing before building anything.
Load source data into a warehouse on a schedule, with tests that catch broken feeds.
Model the metrics once in dbt so every chart uses the same logic.
Start with a small number of dashboards people will actually open.