Custom KPI Dashboard.
We design a dashboard around the few metrics that drive your particular business, such as occupancy and average room rate for a hotel, billable utilisation for a professional firm or yield and wastage for a manufacturer. We define each KPI precisely, source it from your systems and build it in Power BI, Tableau or Data Studio.
Typically 2–5 weeks. The number of KPIs, the data sources involved and whether the data is already captured in systems drive the time.
A partner — a chartered accountant or company secretary — from the first call to sign-off.
Based on your situation, and fixed in writing before any work starts.
Is this for you?
- Owners who track performance through a mix of spreadsheets and instinct
- Businesses whose standard ERP reports miss the operating metrics that matter
- Management teams setting targets and wanting to track them weekly or monthly
What you receive at the end.
- 01KPI dictionary with formulas, sources, owners and targets
- 02Published dashboard with targets and trends
- 03Validation of KPIs against past periods
- 04List of data-capture gaps and how to close them
Custom KPI Dashboard, step by step.
Typically 2–5 weeks. The number of KPIs, the data sources involved and whether the data is already captured in systems drive the time.
- 1
KPI workshop
We work with management to choose a short list of KPIs, with formulas, targets and owners.
- 2
Source mapping
Each KPI is traced to its data source, and gaps in data capture are flagged.
- 3
Dashboard build
We model the data and build the dashboard with targets, trends and drill-downs.
- 4
Validate past periods
KPI values are checked against manual calculations for past periods before release.
- 5
Review rhythm
We help set up how the dashboard is used in weekly or monthly management reviews.
What we need from you.
Don't have everything yet? We send a short checklist after the first call and work with what you have.
- Management's time for the KPI workshop
- Access to the systems or exports that hold the data
- Targets or budgets for the period
- Past MIS packs for validation
The fee depends on your situation. After a short call, the partner who will do the work tells you what's involved and gives you a fixed fee in writing — before any work begins.
- Government fees and statutory charges are billed at actuals.
- When you pay — upfront, in stages or on completion — is agreed in writing with the fee.
Questions about Custom KPI Dashboard.
Ready to discuss Custom KPI Dashboard?
30-minute confidential call — no proposal, no commitment. A partner will write back within one business day.