See what is actually happening, monthly.

This usually becomes a problem when:

• management asks a question and waits a week for a spreadsheet
• two reports on the same subject give different answers
• the monthly pack is rebuilt by hand, slightly differently each time
• a figure moves and nobody's job is to explain why
• the report is produced, circulated, and never used in a decision

• start from the decisions management actually makes each month
• agree the measures, the definitions and an owner for each
• fix where the numbers are recorded, rather than automating the assembly
• produce and present the page monthly against a stated baseline

• a one-page monthly review in a fixed format
• a written definition and a named owner for every measure
• change measured against a baseline set before the work started
• a reporting routine the business can run itself

• An agreed set of measures
• A monthly review page
• A management view of the numbers
• Recording the numbers where the work happens
• Baseline comparison
• Quarterly re-planning

Client reporting is confidential and no client pack is published; no before-and-after figure is claimed anywhere on this site.