Business Intelligence & Analytics
Turn sales, finance, inventory and operations data into trusted KPIs and dashboards with clear metric definitions and traceable sources.
Start with the operational problems that matter
Dashboard figures do not reconcile with finance
Departments use conflicting KPI definitions
Data freshness and quality are unclear
KPIs, data models, drill-downs and reconciliation
Practical building blocks to assess and adapt to your operating model.
KPI Architecture
Define formulas, granularity, units and KPI ownership.
Reporting Data Model
Model data for reporting without compromising operational systems.
Role-based Dashboard
Deliver role-based views for management and operations.
Data Quality Controls
Check freshness, missingness and reconciliations.
Building business intelligence for actual decisions
A suggested sequence, refined through requirements and fit-gap discovery.
- 01
Agree on metrics
Document metric definitions first
- 02
Assess data quality
Validate completeness and grain
- 03
Build and reconcile
Test drill-down and source reconciliation
What to prepare before the first workshop
Having these inputs available supports more accurate scope and risk assessment.
Discuss your requirements- Examples of executive reports
- KPI formulas and data dictionary
- ERP, marketplace and spreadsheet sources
- Refresh requirements and user roles
Questions worth clarifying early
Does every KPI need real-time refresh?
No. Match refresh cadence to decision requirements and system cost, such as hourly operations and daily financial reporting.
Reliable dashboards start with shared metric definitions
Define each KPI before drawing a chart. Does revenue come from Sales Orders or Sales Invoices? Which costing date is used for gross margin? Does on-hand stock include reservations? Different definitions can make attractive dashboards fundamentally misleading.
When linking ERPNext to a data warehouse or BI platform, specify the grain of each dataset: item row, document or daily snapshot. Account for cancellations, returns and backdated entries. Choose refresh intervals by business need rather than defaulting to real-time extraction.
Users should be able to trace unusual figures to their source documents, departments and time periods, with reconciliation against standard reports. Apply role-based access and assign a KPI owner so dashboards support decisions rather than simply displaying numbers.
Build the right system for your operation.
Share your processes, constraints and desired outcomes so the project can be evaluated against real business needs.