WHERE IT'S BREAKING
KPI Dashboard and Management Reporting
A dashboard full of numbers is not management reporting. This one starts with the decisions leadership makes, picks six KPIs with written definitions, maps each to its source system, and builds a one-page dashboard, a monthly pack that ends in decisions, and a weekly, monthly and quarterly reporting rhythm.
What it looks like
- The same metric is calculated three ways in three places.
- Project margin is known after a project closes, not while it runs.
- Monthly reports are built by hand over several days and read by few.
- Meetings spend the first half of the hour reconciling numbers. Nobody owns data quality.
The ask:“Give me one page I trust on Monday morning, and a monthly pack that tells me what to decide.”
How I'd work through it
- Start with the decisions. Each KPI exists to inform one of them.
- Pick few KPIs and name one owner for each.
- Write a definition for every KPI: formula, source, refresh, owner and what counts as “watch” or “act.”
- Map the data flow from source systems to a cleaned model to the dashboard.
- Build the monthly pack to end in decisions and actions, not just charts.
- Keep it maintainable with a refresh guide and a monthly data-quality check.
What gets built
- Decision-to-KPI map
- KPI dictionary (one page per KPI)
- Data-flow diagram and source map
- One-page executive dashboard
- Monthly management report pack template
- Reporting calendar and data-quality checklist
Walkthrough
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WHERE IT'S BREAKING
Project-Management System Redesign
One home for projects, one template, statuses that mean something.
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