New Business Dashboards

Context

Successful management starts with a clear view of opportunities. Meetings with scattered spreadsheets and outdated figures consume time and lead to uncertainty. The new business dashboard provides a solution by centralising current data in one place, offering a reliable foundation for revenue tracking and opportunity assessment. Decisions are based on facts, not assumptions.

What We Do

Our solution establishes an end-to-end data pipeline for the new business dashboard:

• Retrieval of relevant data sources: Project data is sourced from project management software and complemented with additional information from a Google Sheet for new business tracking.

• Data normalisation: All information is converted into a structured, normalised table ensuring consistency and comparability.

• Dashboard provisioning: The prepared data serves as the foundation for a dynamic dashboard in the client's chosen dashboard software.

• Real-time insights: Regular updates ensure management meetings are based on current figures regarding status, pipeline, and secured revenue.

Benefits

The approach provides measurable value in transparency, efficiency, and decision-making capability:

Efficiency Gains:

• Automated data flows: The manual aggregation and preparation from various sources are eliminated.

• Fewer errors: Normalised data ensures consistent and reliable figures.

Transparency & Insights:

• Clear overview: The dashboard always shows which opportunities are in which status and which planned revenue is already secured.

• Timeliness: Decisions are based on current data rather than snapshots.

Flexibility & Scalability:

• Adaptable data pipelines: Changes to processes or additional data sources can be easily integrated.

• Scalable solution: Growing data volumes and increasing reporting demands are easily supported.

User Experience:

• More efficient management meetings: Executives work with clear, current numbers.

• Team relief: Less manual preparation, more focus on substantive work.