Build dashboards your managers open every Monday Each one starts from a decision, and its numbers match finance's
On-time delivery94.2%Up 0.4 pts
Orders shipped12,480Up 3.1%
Revenue shipped$4.82M✓Ties to the ledger
Backorders312Down 41
On-time delivery, last 12 weeksTarget 95%
Opened this week46 of 52 managers
Start with the decisions your teams make every week Each chart serves one, like on-time delivery choosing next month's carrier
SalesPipeline by stage
DecisionWhich deals get the manager's time this week
FinanceCash, actual and forecast
DecisionWhether to draw on the credit line this month
OperationsOn-time delivery, by carrier lane
DecisionWhich carrier gets next month's volume
PeopleLeavers, by team and month
DecisionWhich managers need support first
Customer serviceOpen tickets, this week
DecisionWhether to add a shift on Monday
Supply chainStock by warehouse
DecisionWhere to move stock before it ages
Then choose the tool your managers will actually open Power BI, Tableau, Looker, or the one you have, by where you run
If you run on
Power BIMicrosoft 365, Azure, and a lot of Excel
- Good
- It lives in Teams, and many companies already license it with Microsoft 365.
- Watch for
- Each report can carry its own model, so numbers drift between reports.
If you run on
TableauSalesforce, and analysts who like to explore
- Good
- It's strong for exploring data visually, and it sits next to your CRM.
- Watch for
- The people who build reports need the costlier licence.
If you run on
LookerGoogle Cloud and BigQuery
- Good
- Every report reads from one shared model of your metrics.
- Watch for
- Someone has to build that model before the first chart.
If you run on
Keep itA tool your managers already open
- Good
- We fix the definitions under it, like on-time delivery, and retire what nobody uses.
- Watch for
- Moving tools rarely fixes numbers that disagree.
Tie every number to the ledger before it ships And each manager sees only their own region of the operations review
DashboardRevenue shipped, October$4,821,560
=General ledgerAccount 4000, October$4,821,560
Ties outRefreshed this morning
06:02 SAP deliveries ok 06:05 NetSuite ledger ok 06:12 Dashboard rebuilt ties out
Your permissions
A question the dashboard can't answerTwo managers open the weekly operations review, and each sees their own region.
Dana · South$1.31M
Theo · West$0.94M
Ask it in plain words, from the same definitions.
Talk to your data →Then retire the reports nobody opens, and keep a few Each number left has one owner and one definition, like on-time delivery
Every report, across four tools
One definitionOn-time delivery
Orders delivered by the promised date, divided by all orders delivered.
- Owner
- VP Operations
- Held in
- SAP deliveries
- Used in
- 3 dashboards, one number
- Weekly operations reviewVP Operations
- Cash and collectionsCFO
- Pipeline and forecastHead of sales
- Service backlogHead of service
Bring the dashboard nobody trusts
We'll tie its numbers to the ledger in five days, and you keep the definitions either way.