Management reporting dashboard

The problem

Many SMEs produce management reports by exporting data from several systems into a spreadsheet every week or month. It takes hours, the figures are out of date as soon as they're finished, and different people end up working from different versions.

What we'd build

Data is pulled automatically from existing systems, such as accounting, CRM, booking or production software, and combined into one secure dashboard. Directors see the headline numbers; managers can drill into their area. Figures update automatically, definitions are agreed once, and a weekly summary is emailed every Monday morning.

Key features

• Automatic data collection from existing systems
• Agreed, consistent metric definitions
• Role-based views for directors and managers
• Trends, targets and exceptions highlighted
• Scheduled email summaries
• Export for board packs