A board pack you can click through
Reporting fails when the number and the explanation live in different systems. Because objectives, portfolios and agreements share one record, every figure on the executive view opens into the thing that produced it.
- Drill-down levels
- 4
- Drill-down levels
- Plan vs actual
- Live
- Plan vs actual
- Warehouse sync
- Nightly
- Warehouse sync
- Manual assembly
- 0
- Manual assembly
Drill-down
From a red number to a name in four clicks
Start at the perspective that is behind, open the objectives under it, follow those to the portfolio and project causing the gap, and finish on the agreements that carry it.
- Perspective, objective, portfolio, project, person
- Attrition and headcount forecasting on the same dataset
- Saved and scheduled reports delivered on a cadence
- Export to Snowflake, BigQuery or your own warehouse
What is in it
Everything the reporting layer holds
Built so the person presenting the number is also the person who can answer the next question about it.
Executive dashboards
One view per audience, from the board pack down to a team lead looking at their own cohort.
Forecasting
Attrition and headcount projections built from your own history rather than an industry average.
Drill-down
Every aggregate opens into its parts, all the way to the record that produced the number.
Saved & scheduled reports
Build once, deliver weekly. The recipients get the report rather than a request to run it.
Warehouse sync
Push scored people and delivery data into Snowflake or BigQuery on a nightly schedule.
Governed access
Analytics respects the same permission model as the records underneath, including cohort minimums.
Workforce analytics
Mobility, tenure, span of control and pay equity, reported for groups rather than individuals.
Cost and margin
Budget against actuals, billable utilisation and margin, rolled up the portfolio tree.
Getting there
Reporting that assembles itself
Connect the sources
HRIS, project tools and finance feed the same record. Nothing is keyed twice.
Pick the audience
Board, executive, PMO or manager. Each view carries only what that reader can act on.
Schedule it
Reports deliver on a cadence, so the meeting starts with the numbers already read.
Push it onward
Sync the scored dataset to your warehouse if the rest of the business models on it.
What changes
What reporting teams get back
The pack is a view, not a document someone rebuilds each quarter.
Perspective to objective to project to person.
Attrition projected from your own history.
PMO and HR reporting from the same records.
Stop reconciling three versions of the quarter
Connect one objective, one portfolio and one team, then look at how far you can click before the trail goes cold.