REPORTING & BI
Turn transactions into management information
Reporting is useful when definitions are consistent and managers can trace a KPI back to its source transaction.
Reporting layers
Operational
Open requisitions, overdue actions, deliveries, document status and resource demand.
Commercial
Enquiries, quotations, win rate, customer pipeline and variations.
Project controls
Progress, schedule variance, EVM, commitments, actual cost and forecast.
Executive
Portfolio status, cash exposure, margin, risk and exceptions requiring decisions.
Good dashboard practice
Use a small number of decision-oriented measures, define calculation rules, show period/context, highlight exceptions and avoid dashboards that are visually busy but operationally empty.
Explore a working ERP platform
See these workflows applied in a project-focused business system.
