Reporting & Dashboards

Know what’s on track, what’s stuck, and what needs a decision-without digging through five tools. We turn scattered data into clear views and weekly summaries.

  • Live status and owner-by-owner queues
  • SLA, throughput, and trend lines that make sense
  • Weekly rollups and exception alerts

Start simple. Expand as you see what helps decisions most.

Faster decisions

One place for status and bottlenecks.

Fewer surprises

Alerts when SLAs are at risk.

Clear ownership

Queues by team and person.

VIEWS

What leaders actually look at

Executive overview

SLAs, throughput trend, and top risks. Built for weekly reviews.

  • • SLA hit rate & items at risk
  • • Throughput vs. last 4–8 weeks
  • • Top blocked items

Team board

Current work, owners, aging items, and next actions.

  • • Owner queues & WIP aging
  • • Due soon & overdue
  • • Handoffs and dependencies

Weekly rollup

Email summary with wins, misses, and focus for next week.

  • • Highlights & risks
  • • SLA/throughput deltas
  • • Top 3 priorities

METRICS

Simple metrics, well defined

SLA Hit Rate

Percent of items completed within the promised window.

Throughput

Items finished per week. Track trend, not just totals.

Cycle Time

Start-to-finish time. Watch the median; flag the long tail.

Aging WIP

How long current items have been open. Great early-warning signal.

Backlog Health

Ready vs. blocked; stale items to prune.

Exceptions

Items missing data, approvals, or stuck at handoffs.

DATA SOURCES

Works with your stack

We connect to CRMs, ERPs, forms, spreadsheets, and databases-directly or through your integrations.

CRM
ERP
Accounting
Forms
Spreadsheets
Data warehouse

Delivery options

  • • Web dashboard (role-based views)
  • • Weekly email summaries (PDF or links)
  • • Alerts to email/SMS/Slack for exceptions

PROCESS

From questions to clarity

  1. 01

    Define decisions

    What do leaders need each week? We shape metrics to match.

  2. 02

    Wire data

    Connect sources; map fields; agree on definitions.

  3. 03

    Build views

    Exec overview, team board, and weekly rollup first.

  4. 04

    Launch & tune

    Real usage drives tweaks. Add alerts and more views as needed.

FAQ

Common questions

Do we need a BI tool for this?

Not always. We can use your existing tools, a light dashboard, or embed views where your team already works.

How do we keep numbers consistent across teams?

We agree on metric definitions up front and document them right in the dashboard.

Can we get alerts instead of checking a dashboard?

Yes-weekly rollups and exception alerts by email/SMS/Slack are part of the plan.

Will this work with our current integrations?

Yes-this sits on top of your existing systems and integrations. If needed, we’ll add a small bridge.

Ready to see what’s really moving the needle?

We’ll define the metrics that matter, wire your data, and ship clear views with alerts-so decisions are easy.