Data & Automation ยท 07 of 22

Business Intelligence & Reporting

Connected data sources, agreed metrics and dashboards your team will actually open.

What we help you achieve

Reporting becomes difficult when different spreadsheets tell different stories. We start with the decisions your team needs to make, then work back to the definitions and data sources behind each measure. Business intelligence work combines data preparation, dashboard design and a repeatable reporting process so the figures can be understood and challenged.

Who this service is for

For managers combining reports manually, retailers comparing channels and operational teams that need a shared view of performance.

What your project can include

Your proposal confirms the deliverables selected for your project.

  • A reporting brief identifying audiences, decisions and key performance indicators.
  • Source mappings and documented metric definitions, including known data limitations.
  • Dashboards or reports with appropriate filters, access controls and refresh rules.
  • Validation checks, reporting notes and a handover for the people maintaining the data.

Scope, timing and budget

The number of sources, available history, refresh frequency and data quality affect the work. We agree ownership of corrections and reporting definitions before building dashboards. Tool licences and connector costs are identified separately, and gaps in source data remain visible rather than being hidden by a chart.

Example engagement

How a project like this can run

A retailer could combine sales and fulfilment data to compare revenue with cancellations and delivery status, helping managers see why headline sales do not always translate into completed orders.

Illustrative scope, not a reported client result. Your project is defined after discovery.

Questions about this service

Can you use our existing spreadsheets?

Yes, where their structure and quality are suitable. We review how they are updated, identify inconsistent fields and decide whether they should remain a source or be replaced with a more reliable connection.

Will reports update in real time?

Refresh frequency depends on the source systems, connector limits and business need. We agree a practical schedule and make the last update visible so users know how current the figures are.

Related services

Start with your current challenge

Tell us what you want to improve, which systems are involved and any deadline you are working towards. We will review the enquiry and contact you to clarify the brief and arrange a suitable next step.

Discuss this service

Read about pricing, ownership and working with ORCA