What we solve
- ✓ Executive and operational dashboards
- ✓ Automated reporting and alerts
- ✓ SQL, ETL and semantic models
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DATA2LEAD SOLUTION · BI
Turn raw data into business insight.
We connect and model operational information into dashboards, KPIs and automated reporting that show what is happening and what needs attention.
Talk to an expert
Quality and validation✓ VALIDATED
Ready for your workflowCRM · ERP · BI
Business Intelligence
A practical service designed around your systems, data and business goal.
How we approach it
We connect and model operational information into dashboards, KPIs and automated reporting that show what is happening and what needs attention.
What you receive
- ✓ Decision-ready dashboard
- ✓ Defined KPI catalog
- ✓ Automated refresh workflow
WHERE THIS SERVICE CREATES VALUE
Practical applications for real business workflows.
The exact scope is defined around your source data, systems, validation rules and intended use.
Unify operational visibility
Bring ERP, CRM, database and spreadsheet information into a governed model instead of comparing disconnected reports manually.
Manage with trusted KPIs
Define calculation rules, filters, owners and reconciliation criteria so every area interprets the metric the same way.
Reduce recurring reporting work
Automate refreshes and distribution for executive, financial, commercial and operational reporting where the source allows it.
Built around your business
The scope follows your goals, systems and operating reality.
Quality and validation
Rules, exceptions and expected results are made visible.
Ready for your workflow
Deliverables are structured for CRM, ERP, reporting or follow-up.
A CONTROLLED DELIVERY PATH
From the current problem to a usable result.
We connect and model operational information into dashboards, KPIs and automated reporting that show what is happening and what needs attention.
01→
Align decisions and KPIs
We identify the decisions the dashboard must support, define each metric and agree on filters, owners, timing and reconciliation rules.
02→
Map and connect sources
ERP, CRM, database and spreadsheet fields are mapped to a controlled model. Access, refresh frequency and source limitations are documented.
03→
Build and reconcile
Business rules become measures, dimensions and views. Results are compared against accepted totals before the dashboard is released.
04✓
Launch and improve
Users receive the dashboard, KPI catalog and operating guidance. Refresh monitoring and feedback support continued adoption and improvement.
A PRACTICAL EXAMPLE
Example: replacing disconnected weekly reports
Management receives different totals from ERP exports, CRM reports and spreadsheets, so meetings focus on reconciling numbers instead of deciding.
01Starting point
Conflicting reports
Each area applies different dates, filters and formulas, and the refresh depends on recurring manual work.
02Data2Lead work
Governed data model
We map sources, approve KPI definitions, build the model and reconcile results against accepted control totals.
03Usable result
Trusted dashboard
Executives and operators use the same metrics, with documented refreshes and drill-down views for decisions and follow-up.
!
Important scope note
A dashboard is released only after KPI definitions and control totals are validated with the responsible business owners.
FROM DATA TO GROWTH
What should work better in your business?
Tell us where information, time or opportunities are getting lost. We will help identify the most practical next step.
DATA2LEAD