Service 04 · Data, dashboards & reporting
Reporting that builds itself, and dashboards people actually use
We start with the decision, the person who owns it and how often it is made, then automate the data behind it.
Signs you need this
Sound familiar?
- The weekly report is copied together from three exports and a spreadsheet.
- Two reports show different numbers for the same thing.
- Every meeting starts with an argument about whose number is right.
- The dashboard exists, but nobody opens it.
What we build
The pieces, and what each one is for.
- Agreed definitions
- One page per measure: what it means, where it comes from, who owns it, how often it is reviewed.
- Scheduled data pulls
- Exports from your systems and spreadsheets gathered and cleaned the same way every time.
- Dashboards
- Focused Power BI views for the people who decide, refreshed on a schedule.
- Report packs
- The recurring report, formatted and in the right inboxes, without anyone building it.
Illustrative example
Definitions, written down before the dashboard
Typical definitions, not a specific client project. Yours are agreed during the diagnostic.
| Measure | How it’s worked out | Owner | Reviewed |
|---|---|---|---|
| Quote win rate | Quotes accepted ÷ quotes decided in the period, by service and salesperson. | Sales lead | Monthly |
| Days to approve | Average days from quote sent to customer approval. | Sales lead | Monthly |
| Jobs late against promise | Open jobs past the date promised to the customer, by stage. | Operations lead | Weekly |
| Revenue and collections | Invoiced before tax against payments received, in the same period. | Owner | Weekly |
| Unpaid invoices by age | Balance due in 0–30, 31–60, 61–90 and 90+ day bands from the due date. | Bookkeeper | Weekly |
| Estimated vs actual hours | Logged labour hours against the estimate, by job and task. | Production lead | Weekly |
Put a number on it
What does the manual version cost you a year?
Use your own numbers. The estimate comes with you to the call if you want it to.
What you get
Deliverables you can hold us to.
Fixed price, agreed before work starts. Built in your environment wherever possible, and owned by you.
- A register of measures with owners and review cadence
- Automated pulls and transformations, documented step by step
- Dashboards and report packs, published in your environment
- Alerts when a source is missing or a value looks wrong
Track record
Related work.
Systems built by RootN’s founder: case studies and field notes from a heavy-civil equipment operation.
Questions
Good questions to ask.
Our data is messy. Is that a problem?
It is the usual starting point. The first step is agreeing on definitions and cleaning rules, which the automation then applies consistently.
Do you replace our reporting tool?
No. We automate what feeds it. If Power BI would serve you better than a spreadsheet, we will say so and show what it would take.
Other services
Next step
Start with one report.
Bring an example. In 30 minutes we’ll tell you whether it’s worth fixing, roughly what it would take, and what we’d do first.
With the engineer who would do the work. Reply within one business day.