Metric definitions
A signed glossary — one definition per metric, with owner and source of record.
Solution · Business Transformation
Decision-ready reporting a leadership team will actually use.
Most reporting programmes ship dashboards nobody opens. We start from the decisions the leadership team already needs to make each week, then build the smallest set of metrics, pipelines and reviews to support them.
Built for Leadership teams without decision-ready reporting
Does this sound like your situation?
If two or more are true, this is likely the right first move. A senior operator confirms the fit on the diagnosis call.
- Weekly reviews run on screenshots and gut feel.
- The same metric has three definitions across the company.
- Dashboards were built for a launch and never revisited.
- Alerts fire but nobody knows who owns them.
- Narrative context is missing — only numbers.
Engagement model
Reporting programme anchored on a weekly operating review
A senior operator works with a data engineer and an analyst. Deliverables are anchored on the client's actual operating review — not a generic dashboard catalogue.
What we need from you
- Access to source systems (CRM, ATS, finance, product analytics)
- Current definitions, spreadsheets and reporting artefacts
- Named business owner for each metric domain
- Attendance at the operating review during rollout
- Access to the executive sponsor for a weekly 30-minute review
- One operating owner on the client side for day-to-day decisions
Access shortens time-to-value. Missing inputs are documented and handled — they do not stop the engagement.
30 · 60 · 90 days. Directional, not guaranteed.
An expectation-setter, not a promise. Results depend on the starting position, decisions made and access provided.
- 30 days
- Agree the decisions the report must support
- Ratify metric definitions in a signed glossary
- Design pipeline architecture and refresh cadence
- 60 days
- Ship the operating-review dashboard set
- Wire alerts with named owners and thresholds
- Draft the narrative reporting template
- 90 days
- Run the operating review on the new artefacts
- Deprecate legacy reports on an agreed schedule
- Handover, documentation and analyst enablement
Plan deeply. Build once. Improve continuously.
Delivered by senior operators across reporting & business intelligence.
The modules inside this engagement.
Pipelines
Reliable data pipelines from source systems to warehouse with monitored refreshes.
Dashboards
A small set of decision-ready dashboards, not a catalogue nobody visits.
Alerts
Threshold alerts routed to a named owner with a written response protocol.
Narrative reporting
Written weekly and monthly narrative alongside the numbers, so context is not lost.
Review cadence
A defined operating rhythm — weekly, monthly, quarterly — with roles and outputs.
Where this engagement shows up.
Financial services
Portfolio and operating dashboards with reviewed definitions and audit-ready trails.
Technology & SaaS
Revenue, activation and retention metrics aligned across GTM and product.
Professional services
Utilisation, pipeline and margin reporting for partner-level reviews.
Manufacturing
Operating dashboards tying commercial pipeline to production and delivery signals.
Delivered with
OmniFlowthe ecosystem's B2B growth platform — deployed where reporting has to reach revenue teams as well as leadership.
Proof
The ecosystem's own operating review.
FGV runs a weekly operating review on a small set of shared metrics with named owners. The same template is adapted for client engagements — the artefacts, not a slide about them.
Frequently asked
About this engagement.
- Do you use a specific BI tool?
- We work in your existing tool where possible. Where a change is warranted we recommend against vendor lock-in and prefer widely supported platforms.
- How many dashboards will we get?
- Deliberately few. Most engagements end with a small set of decision-ready dashboards and a plan to deprecate legacy reports.
- Who owns the metric definitions?
- The client. Definitions are signed off by a named business owner, not the analytics team alone.
- How does an engagement start?
- A short diagnosis conversation with a senior operator, followed by a written proposal with named ownership and a scope your team can live with.
- Do you work with our existing team?
- Yes. We are designed to sit alongside internal teams — leading where appropriate, coaching where not. Nothing is done behind the client's back.
Platform relationship
Delivered through the Flow ecosystem
Flow Group Ventures owns the engagement. Specialist platforms inside the ecosystem run the execution relevant to this work.
OmniFlowDelivered through OmniFlow
For marketing, demand, digital presence, CRM and revenue-system work.
- Positioning and messaging
- Website and digital surface
- SEO, content and paid media
- CRM and marketing automation
- Pipeline and revenue operations
- Reporting and attribution
Relationship to Flow Group Ventures: FGV scopes the commercial problem and owns the engagement; OmniFlow builds and runs the growth and revenue system underneath it.
Next step
Book a call to
discuss reporting & business intelligence.
A short working conversation with a senior operator. No pitch deck. A written diagnosis follows within days.