Data source planning
Identify the systems and records needed for a business view. Agree how data is collected, refreshed and owned so a dashboard has a dependable operating context.
DIGITAL SOLUTIONS / XInsight
XInsightBusiness Intelligence
- Reduction in analysis prep time
- 60%
- Business analysis topics
- 10+
- Quick insight before meetings
- 1h
Indicative product metrics. Targets and scope are confirmed per project.
Turn operating data into a shared view of business performance.
XInsight brings business data, metric definitions and management reporting into a clearer analytical workflow. Teams can organise the information behind a result and explore the factors that deserve attention. Build around the questions your business needs to answer, with agreed data ownership and reporting rules.
CORE CAPABILITIES
A focused toolkit.
A connected way of working.
Shape the product around your business process, information and responsibilities.
Metric definitions
Document what each KPI means and how it is calculated. Consistent definitions help teams compare results without relying on different interpretations of the same number.
Dashboards and scorecards
Arrange key measures around the decisions a team makes. Use clear summaries and supporting detail so a regular review can move from observation to a useful next action.
Dimensional exploration
Explore a result through the agreed organisational, time and business dimensions. A structured analytical view helps users investigate where a change is concentrated.
Management reporting
Organise recurring reviews around a consistent reporting structure. Bring the relevant measures and business context together for departmental and leadership conversations.
Governed access
Plan access around the people responsible for each part of the business. Define who can view data, maintain reporting rules and approve changes to shared metrics.
BUSINESS WORKFLOW
From source records to a management decision.
A sales review follows the information behind a metric, explores a change and turns the discussion into an owned business action.
Connect the records
Identify the sales, finance or operating sources needed for the review.
Agree the metrics
Define calculations, reporting periods, dimensions and data ownership.
Explore the change
Compare the agreed measures across periods, teams or business segments.
Review the context
Discuss the result alongside its source information and operating conditions.
Assign an action
Record the next business action, responsible owner and follow-up review.
When a figure is disputed
Return to the source and calculation definition, reconcile the difference and refresh the reporting view before deciding.
A decision with context
The review connects the chosen action with the metric definition and supporting information.
TYPICAL APPLICATIONS
Where it fits.
Start with a practical use case and extend the scope as your team develops its working approach.
Put business questions beside the numbers.
Use a reporting view to discuss the measures, comparisons and context your team needs. Agree metric definitions and data sources before building the analysis.
Interface concept with sample data, not an actual product screenshot.
Sales performance
Review pipeline, orders and customer activity using agreed metric definitions. Investigate differences by period, team or business segment.
Operational reviews
Build a shared scorecard for the measures an operations team can act on. Connect the headline result with the supporting information behind it.
Finance and planning
Bring actuals and planning information into a consistent review structure. Agree the reporting calendar and calculation rules with finance stakeholders.
Leadership reporting
Create a concise management view with a route to supporting detail. Keep ownership and interpretation of the business metrics explicit.
DELIVERY & INTEGRATION
From requirements
to everyday use.
Language, hosting, access, interfaces and acceptance criteria are part of implementation planning.
Implementation
Start with the business questions, source data and KPI definitions. Build a pilot scorecard and validate calculations with the people responsible for the results.
System integration
Agree source-system interfaces, refresh arrangements and data preparation responsibilities. Include reconciliation and access checks in the implementation acceptance criteria.
Ongoing support
Train report owners and business users in the agreed reporting workflow. Maintain a controlled process for metric changes, source updates and support requests.
YOUR NEXT STEP
Build your next step
with XInsight.
Share your project location, operating requirements and timeline. We will work with you on a clear scope and next steps.
Discuss your requirements