Data, dashboards & planning tools

KPI & Dashboard Planning Consultation

Define what one team needs to measure and what the dashboard should show.

An operations team discusses which metrics to track
Illustrative imagery

Where it helps

This consultation helps an intended reporting audience agree what it needs to know before building a dashboard. It is useful when teams use the same metric name for different calculations or when source data is still being evaluated.

How the work takes shape

NexSar connects the reporting objective to an outline and KPI specifications. The written output records definitions, source fields, timing, and gaps to resolve before implementation.

Workflow stages include Reporting audience, then Define metrics, then Dashboard plan.
Illustrative workflow

Example engagement

A service manager could decide how to define backlog and turnaround, identify which existing fields support those measures, and outline what should appear in a weekly review.