Reference project. Real situation, anonymized presentation when necessary.
Starting Point
A startup has separate activity data, financial forecasts, and tracking tools. Decisions are made using multiple versions of figures, with significant time spent reconciling them.
The Task
Define truly useful indicators, organize their data input, and build a shared dashboard for both operations and finance.
Target Outcome
- A unified view for the team and management
- Quickly identifiable focus areas
- Monitoring that evolves with the business