05Performance Reporting
Reports people read, built around the numbers that matter.
We design and implement custom performance measurement systems to track your key metrics and keep the business aligned with its strategic goals. Dashboards and reports give you real-time insight for timely, informed decisions.
Performance Reporting
Sample dataKPIs tracked
8
One owner each
Gross margin
41.6%
This month
Pack length
10 pp
Or fewer
What you get
Four deliverables you keep.
A short list of KPIs, one monthly pack, and a dashboard that stays current on its own.
KPI tree
The few measures that drive your results, and who owns each one.
Monthly management pack
Ten pages or fewer, with commentary on what changed and why.
Live dashboard
Refreshed automatically from your systems.
Review meeting format
A 30-minute monthly agenda that turns numbers into decisions.
How it works
Three steps from first call to handover.
Step 01
Pick the measures
We agree on what success looks like, in numbers.
Step 02
Wire up the data
We connect the sources and automate the refresh.
Step 03
Make it a habit
We run the first reviews with your team.
Sample output
What the work looks like.
A simplified mock of one deliverable from this service. The figures are sample data for a made-up business, not a client's.
- KPI tree
- Monthly management pack
- Live dashboard
- Review meeting format
Monthly management pack: page one
The month at a glance, with trend
Revenue
$1.84M
▲ +6.2%
Gross margin
41.6%
▲ +1.1 pts
Operating cash
$312K
▼ -4.0%
Backlog
$2.6M
▲ +9.4%
Revenue, trailing 12 months
FAQ
Questions about performance reporting
We already have reports. Why change?
Most businesses have too many reports and too few decisions. We cut to the measures that change what you do on Monday.
Do we need to change our accounting software?
No. We work from what you already use, such as QuickBooks, Xero or spreadsheets, and connect cloud FP&A tools on top when they help.
How long until we see something useful?
It depends on your data and scope. Before any work starts, you get a written plan with dates for each deliverable.
Related · Measure & See
Where this leads next.
- 07Measure & See
Data Visualization & Analytics
Interactive dashboards that show trends at a glance, from sales to margin to cash.
Sample dataExplore Data Visualization & Analytics - 10Measure & See
Market & Competitor Analysis
Where you stand against competitors, and where the market is heading next.
Sample dataExplore Market & Competitor Analysis - 04Plan & Forecast
Cash Flow Management & Forecasting
No more cash surprises: a weekly view of what's coming in, going out and what's left.
Sample dataExplore Cash Flow Management & Forecasting
Book a call
Let's look at your numbers.
Tell us what's going on with your business. We'll email you to set up a free 30-minute discovery call about performance reporting.
Monday to Friday, 8:00am to 5:00pm
Prefer the full form? Go to Book a call