Reporting & dashboards

1. Brief service summary

Organise financial information useful for decisions, with defined indicators, clear formats and an appropriate frequency. The engagement connects recipients’ needs with available data and production responsibilities.

2. Your needs

You have many tables, but some indicators remain difficult to interpret or reconcile. Information arrives late, definitions differ or commentary does not sufficiently explain changes.

You wish to establish reporting that facilitates discussions and preparation of actions without unnecessarily increasing production effort.

3. Objectives of the engagement

The engagement aims to identify the questions reporting should answer, select indicators and establish consistent definitions. It helps organise sources, checks, commentary and responsibilities.

The objective is usable information whose limitations are known to users.

4. Indicative scope

The work may address results, margins, costs, flows or other agreed financial dimensions. It may define levels of detail, frequencies and variance analysis arrangements.

The engagement addresses reporting content and organisation. BI architecture, technical integrations or software deployment require separate scoping.

5. Possible delivery arrangements

Interviews with recipients, review of materials and definition workshops help prepare mock-ups. A trial using authorised data may help check understanding and production feasibility.

6. Possible deliverables

Deliverables may include an indicator dictionary, mock-ups, production calendar and a framework for commentary and validation.

7. Conditions and limitations

The engagement does not certify data or guarantee its future availability. Access, recipients and confidentiality rules must be specified. No SaaS subscription or BI development is included by default. Indicators are approved by the organisation before use.