Data and analytics
What to check before moving business data into a new system
An import finishing without an error message does not prove that a migration succeeded. The expected number of records may arrive while…
4 min read
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Data and analytics
8 articles
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How often should a business dashboard refresh?
Refreshing a screen does not necessarily make its source data newer. A dashboard can load successfully every time while still displaying…
4 min read
Data and analytics
Align product codes before connecting business systems
Identical product codes do not always identify the same item. Equally, one item may have different codes in sales software, inventory…
4 min read
Data and analytics
Sales are growing, but existing customers are not returning: what should you examine?
Total sales can grow because many new customers arrive, even while fewer existing customers return. Looking only at this month's revenue can…
4 min read
Data and analytics
Track project costs and likely profit before the work is finished
The value of work sold does not reveal how much each project is likely to retain. A report limited to expenses already recorded can make a…
4 min read
Data and analytics
Automate daily reports and surface the exceptions that need attention
A report delivered to the team every morning can still be unreliable. A branch may send its data late, a retry may import the same records…
4 min read
Data and analytics
Why sales reports disagree across teams
Sales says the target has been reached. The delivery report shows less work completed, and the receipts report shows another amount. These…
4 min read
Data and analytics
Design a business dashboard around decisions, not a collection of charts
A useful dashboard helps someone establish what is happening, what needs investigation and who should act next. If every meeting still ends…
4 min read
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