Watching for something going wrong
Nine times out of ten everything is fine, so nobody keeps checking. This needs an alert that reaches the right person with enough detail to act, plus a simple screen to investigate when it fires.
Most dashboards get a burst of attention when they launch and are barely opened three months later. We start from a different question: what should the person looking at this actually do next? Then we build the thing that helps them do it.
Book a discovery callPeople will not check a dashboard daily to see if anything went wrong. The system should tell them.
Counting dashboards built and users logged in tells you how busy the team was, not whether the business is better off. We would rather be judged on three harder questions.
So that 'revenue' means the same thing in every report, and two people asking the same question cannot get two different answers.
Sent to an individual or a team channel, containing enough information to judge how serious it is without opening anything else.
For the choices your teams make every week, showing the recommendation and the reasoning rather than raw charts to interpret.
A short set of measures that survives hard questions, with what is excluded stated openly and history corrected whenever a definition changes.
Good data and good access for the analysts who genuinely explore, instead of building views on their behalf.
Unused dashboards get archived automatically, with one click to bring them back. Nothing is lost, and what remains is what people actually rely on.
Before designing anything we sit with the people who will use it and ask what decision it is meant to support. That one question changes most briefs.
Not by trying to tidy them all up, because those projects are unpopular and rarely finish. We look at the twenty or thirty people genuinely use and ask what they do after looking. Around half usually turn out to be someone checking for problems, and those become alerts instead.
Usually the one you already have. The tool is rarely what is holding you back, and switching is expensive and tends to recreate the same problems in a new interface.
Total views usually go down, because the checking moves to alerts. The time between something happening and someone acting on it goes down far more, and that is the measure we would rather be judged on.
Beyond deciding what to build, this is what building and running it involves.
CRM, ERP, marketing platforms and finance systems brought into one place, so a report does not need three exports to produce.
On AWS, Azure or Google Cloud, feeding the reporting layer on a schedule that matches when decisions get made.
Power BI, Tableau and Looker, implemented properly rather than installed.
Models that project trends, customer behaviour and outcomes, with the uncertainty stated rather than hidden.
Because a good number of the people who need them are not at a desk.
Hands-on sessions and written guidance, plus ongoing monitoring and tuning after launch.
Pick your most-used dashboard and ask the people who open it what they do next. If nobody has a clear answer, that is where we would start.
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