DASHBOARDS & REPORTING
Dashboards and reporting where every number can be explained.
Connect the information you need, agree metric definitions and build useful working dashboards. Managers see business activity, teams see their work and summary figures lead back to the underlying records.

From the metric to the records behind it.
Choose a team and a metric. The total and request list update together so you can see which records are included and why.
Demonstration data. This example does not change records or send requests.
Team
Metric
3
Overdue requests
All teams
Open and in-progress requests with a deadline before the snapshot time. Closed and cancelled records are excluded.
- Example snapshot time
- 1 Oct 2026, 15:00 EEST
- Latest successful update
- 1 Oct 2026, 14:55 EEST
Source: demonstration register of 8 requests
Records included in the metric
| ID | Team | Status | Deadline |
|---|---|---|---|
| DEMO-101 | Service | Open | 1 Oct 2026, 13:00 EEST |
| DEMO-102 | Service | In progress | 1 Oct 2026, 14:00 EEST |
| DEMO-105 | Operations | Open | 1 Oct 2026, 12:30 EEST |
When reporting needs a rethink
Departments produce different numbers.
The same metric uses different rules or reporting periods.
Preparation takes too much time.
Staff repeatedly combine spreadsheets and resolve discrepancies by hand.
Charts do not explain the cause.
A summary is visible, but the requests, deals or operations behind it are difficult to inspect.
What the solution includes
- Source connections.Agreed information from CRM, accounting and internal systems.
- Metric definitions.Formulas, periods, statuses and record inclusion rules.
- Working dashboards.Views for management, teams or individual workflows.
- Filters and comparisons.Teams, locations, business areas and comparable periods.
- Drill-down.Access from a summary to underlying records and their context.
- Access and freshness.Role-based visibility and a clear latest-update time.
Every metric needs a definition
Before building a chart, we agree which question it answers. Each metric has a source, formula, period, exclusions and update frequency. The same name then means the same thing to everyone reviewing it.
- Name: Overdue requests.
- Included: open requests past their completion deadline.
- Excluded: closed and cancelled requests.
- Source: the agreed request register.
- Freshness: the latest successful update time.
Portfolio example

Operational dashboards for airport services
Visibility into queues, work states and exceptions within a request-management platform. An example of reporting connected to daily team operations.
View case studyFrom a management question to a working dashboard
01. Agree the questions
Identify users, decisions and the required level of detail.
A question and metric list.02. Assess the information
Review sources, quality, periods and access constraints.
A source map and data gaps.03. Define the metrics
Agree formulas, filters and record inclusion rules.
Documented metric definitions.04. Build and reconcile
Implement dashboards and verify calculations against reference samples.
A dashboard with verified calculations.05. Establish updates
Configure access, refresh frequency and failure monitoring.
Working reporting and maintenance rules.
ESTIMATE
Start with a question that is hard to answer
Show us an existing report and explain which decision it should support. We need the data sources, sample records, intended users and required update frequency to estimate the work.
Discuss reportingQUESTIONS & ANSWERS
Reporting questions
Short answers before we discuss your project.
Questions and answers
NEXT STEP
Start with the metricthat informs an important decision.
Agree its sources, definition and detail, then build the working report your team needs.

