Pilot · weeks 1 to 4
- Week 1Define metricsThe 5–10 management numbers, with formula, source and owner.KPI: Glossary approved
- Week 2Connect sourcesInvoicing or sales, plus a second source (collections or stock).KPI: Automatic daily load
- Week 3First dashboardVersion 1 checked against the current manual report.KPI: Numbers reconciled
- Week 4Adoption and accessRole-based access, weekly alert and retiring the manual report.KPI: Manual report retired
Before you start