Define the questions
Agree the decisions, audience and measures the dashboard should support.
← All servicesKnowledge & data
Business Intelligence & Dashboards
Bring selected business metrics into dashboards and reporting workflows your team can use.
Discuss this serviceZEEWORC / KNOWLEDGE & DATACLEAR SCOPE. THOUGHTFUL DELIVERY.
Who this service is for
Managers who need a consistent view of sales, operations or other agreed performance measures across data sources.
What’s included.
Data connections
Bring relevant sources together.
Visual dashboards
Make key information easier to understand.
Useful metrics
Focus on your business questions.
Reporting workflows
Reduce repetitive report preparation.
PROJECT HANDOVER
What you receive.
The proposal records the exact deliverables and acceptance criteria for your project.
- Agreed metric definitions and source mappings
- Interactive dashboards or reports within the scope
- Refresh, access and reporting handover documentation
How we deliver.
Check the data
Review available sources, quality and connection methods.
Build the views
Develop the agreed calculations, visualizations and filters.
Validate & hand over
Reconcile sample totals and explain refresh and access controls.
What we need from you
- Relevant datasets or authorized data connections
- Definitions of metrics and reporting periods
- Users, access levels and refresh requirements
Scope, costs & ongoing support
Dashboard pages, metrics, source connections and data cleanup are specified in the proposal.
Data platform licenses, storage, refresh costs and ongoing changes are separate unless included.
Pricing and delivery schedule are confirmed after discovery. Work beyond the agreed scope is reviewed before proceeding.
Before you start.
Ask about this serviceCan we combine spreadsheets and business tools?+
We assess the source formats and supported connections before confirming the data model.
Will the dashboard update automatically?+
Refresh arrangements depend on the sources, platform and agreed infrastructure.