Start with the questions
We interview the people who make decisions and write down the questions they ask each week: what did we sell, what did it cost to acquire, who is at risk of churning, where is the funnel leaking. Each dashboard exists to answer one of those, for one audience, at one cadence. Everything else is a query, not a chart.
Example brief
Our weekly meeting runs on six spreadsheets that three people update by hand. We want a single view of revenue, marketing efficiency, and retention that is right by Monday morning without anyone touching it.
Define the metrics once
Every metric gets a written definition and a single implementation in the warehouse. Revenue means the same thing in the marketing view as in the finance view. Agents draft the models and tests from your schema; we review the definitions with your team so the numbers are trusted before they are displayed.
Ship, then prune
Dashboards go live with alerts for the thresholds that matter. After a month we look at what people actually open and remove the rest. The result is a small set of views that runs the weekly meeting, plus a warehouse that answers new questions in minutes instead of days.
Example requests
Executive weekly view: revenue, efficiency, retention
Marketing dashboard reconciled to actual revenue
Product usage and retention cohorts
Metric definitions documented and versioned
Alerts for the numbers that need a human
Related
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Try it on your own work.
Tell us the job. We scope it, price it, and ship the first sprint.