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Insight.360° – Better Insight. Better Business.
Business Advisory

Management Reporting & KPI Setup

Establish meaningful information, indicators and reporting for better decisions.

We help you define the few indicators that matter, design a management reporting pack and set up the routines that turn data into timely decisions.

Who it is for

  • Leadership teams that receive a lot of data but little insight.
  • Organisations introducing performance management for the first time.
  • Boards and owners who want a concise, reliable view of the business.

What we assess

  • Strategic objectives and the drivers behind them
  • Existing reports, data sources and reporting cycles
  • Reporting responsibilities and review forums
  • Data availability and reliability

What you get

  • 1A KPI framework with definitions, targets and owners
  • 2A management reporting pack and dashboard template
  • 3A reporting calendar and review routine

Frequently asked questions

How many KPIs should a business track?

Three to five per critical area is usually enough. Each needs a definition, a data source, an owner and a target, and it should lead to a decision when it moves.

Do we need new software for management reporting?

Not usually. Most reporting packs and dashboards start in Excel or your existing systems. The priority is choosing the right indicators and building a review routine.

What is the difference between a report and a KPI?

A report presents information. A KPI is an agreed indicator with a target that tells management whether the organisation is on track and where to intervene.

How the engagement runs

Every Insight.360° assignment follows the same seven-step approach, scaled to your size and complexity.

  1. 1Plan
  2. 2Understand
  3. 3Assess
  4. 4Analyse
  5. 5Report
  6. 6Improve
  7. 7Follow up

Related insights

Let’s talk about your business.

Whether you are looking to strengthen operations, governance, risk management, internal controls or compliance, we would be pleased to understand your requirements.