Measures and decisions
Agree what each key measure means, how it is calculated and who uses it. Focus on the decisions the report should support, including the level of detail and timing that make the information useful.
Build reporting that helps people make clearer business decisions. Strata Digital helps you define useful measures, connect suitable data and plan Power BI reports with appropriate ownership, access and ongoing maintenance.
A dashboard can look impressive while leaving people unsure which number to trust. Different definitions of a sale, an active customer or completed work can produce conflicting reports even when the underlying data is technically correct. Useful reporting starts with agreement about the question the business is trying to answer.
We work with the people who own the process and the data to establish that foundation. From there, we help plan the sources, data model and report experience, with clear responsibilities for data quality and ongoing changes. The aim is a report that can be understood, checked and used in the decisions it was built to support.
Agree what each key measure means, how it is calculated and who uses it. Focus on the decisions the report should support, including the level of detail and timing that make the information useful.
Review the systems that hold the required information and the methods available to access it. Identify missing, inconsistent or duplicated data, and agree which issues need to be corrected at source.
Create a clear view of the agreed measures, with appropriate filtering and supporting detail. Validate results against known examples so users can understand how the report relates to the business process.
Plan who can view, share and change reports, and how information is refreshed. Confirm licensing, data connection and ownership requirements so the report has a workable operating model after handover.
Choose the business decisions and measures the report should support. Identify data owners and agree the source of truth for each important figure.
Develop the agreed data model and report, then compare results with representative records. Resolve differences before relying on the output.
Document definitions, refresh arrangements and support responsibilities. Review usage and business changes so the report stays relevant over time.
Your proposal sets out the systems, deliverables, responsibilities and service arrangements included. We agree these before work begins.
Something else on your mind?
Talk to usIt can be used with a range of data sources, but suitability depends on the available connections, permissions and data structure. We assess the specific systems involved before confirming the reporting approach.
A report may highlight data problems, but the underlying process often needs attention too. We identify those dependencies and agree whether an issue should be corrected at source, transformed with a clear rule or shown as a limitation.
Access and sharing depend on the selected configuration and Microsoft licensing. We review your intended audience and the sensitivity of the information before agreeing the publication and access model.
Read the related guide online, or request a printable help sheet for your team.
Explore the related help sheetExplore how support, protection and ongoing improvements can form part of one coordinated plan for your business.
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Explore the serviceTell us about your current setup and what you want to improve. We will help you define a practical starting point.