Executive team
Revenue, margin, cash flow, plan delivery and risks that require a decision.
Management Reports
Reporting for executives, owners, sales and marketing teams
Connect the data. See what it means.
I build reports that combine data from multiple systems and answer one practical question: “what should we do next?” Power BI, Tableau or Looker Studio is only the presentation layer. Shared KPI definitions, useful conclusions and a report aligned with your decision cycle matter more.
Decisions and KPI first
Data model second
BI platform last
Built around the audience
Every role sees the same data from the right perspective.
No separate spreadsheets, conflicting definitions or charts copied into presentations.
Owner
The health of the business on one screen, without waiting for month-end close.
Sales
Targets, pipeline, team performance, regions and products driving the result.
Marketing
Budget, ROAS, CAC, attribution and the quality of acquired customers.
From sources to one answer
I connect the data before drawing the charts.
A report becomes trustworthy when revenue, customer and campaign use one definition across the organisation.
ERP / finance CRM / sales E-commerce GA4 / advertising Spreadsheets / plans
Shared data modelKPI definitions · quality · automation
Insight and decisionnot another data export
The platform follows your environment:Power BITableauLooker Studioor another BI tool
Click and explore
Demonstration dataComplete executive, sales and marketing report examples.
Change the audience, period and market. KPI, charts, diagnostics and conclusions update as they would in a real BI platform.
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Northstar CommercePerformance centre · demo
Updated today, 07:15
Metric dictionary
What do the KPI in this view mean?
Trend
Revenue and plan
ActualPlan
Performance diagnosis
impact on resultWhat drives the change?
Details
June 2026 · all marketsPerformance by business line
Role-specific scope
Three perspectives, one shared data model.
Each report answers different questions while using the same agreed definitions of revenue, customer, cost and margin.
CEO · CFO · owner
Executive report
A view of business health and variances requiring an executive decision.
- revenue, margin, EBITDA and cash flow
- plan vs actual and forecast
- profitability by product, market and customer
- risks, anomalies and recommended actions
Sales director · team leader
Sales report
A daily view of target delivery and pipeline quality, from opportunity source to close.
- sales and target attainment
- weighted pipeline and coverage
- win rate, sales cycle and forecast
- regions, representatives, customers and products
CMO · growth · performance
Marketing report
Budget efficiency connected to revenue quality, not just clicks.
- spend, ROAS, CAC and LTV
- campaigns, channels and attribution
- new customers, retention and cohorts
- margin after advertising costs
What you receive
A complete reporting system, not just a dashboard.
Delivery covers the business layer, data, quality control and adoption by the team.
Decision map and KPI catalogue
Business questions, audiences, metric owners, formulas, sources and refresh frequency.
Deliverable: agreed reporting specificationSource map and data model
ERP, CRM, e-commerce, GA4, advertising and financial plans connected in one semantic layer.
Deliverable: data model and key-field lineageReports and drill-down paths
Role-specific views, filters, detail levels and a clear information hierarchy.
Deliverable: production report in the selected BI platformInsights, alerts and action thresholds
Rules that detect deviations, explain likely causes and point to the next action.
Deliverable: alert catalogue and response rhythmSecurity and data quality
RLS permissions, source reconciliation, refresh monitoring and data freshness indicators.
Deliverable: QA scenarios and access matrixDocumentation and team enablement
Metric definitions, user guide, audience training and rules for future development.
Deliverable: documentation and handover sessionFocus on insights, not chart count
A good report shortens the path from signal to action.
Signal
Spot a variance, trend or anomaly.
Diagnosis
Drill into a market, channel, customer or product.
Insight
Name the likely cause and quantify its impact.
Action
Know who should respond and what to monitor.
Engagement scope
From a KPI workshop to a report used in real meetings.
- 1
Business questions and audiences
Define the decisions, operating rhythm and KPI owners.
- 2
Sources and definitions
Map ERP, CRM, analytics, advertising and spreadsheets; align definitions and granularity.
- 3
Prototype and validation
Validate the information hierarchy and insight logic before automation and BI implementation.
- 4
Go-live and decision rhythm
Reconciliation, permissions, documentation, training and development rules.
Delivery standard
The report must keep working after the final presentation.
The design includes maintenance, data ownership and the audience’s everyday workflow from day one.
Automated refreshwith error and freshness controls
Permissions and RLSviews aligned with role, region or team
Reconciliation testsKPI checked against ERP, CRM and finance
Metric documentationdefinitions available without asking an analyst
Operational alertssignals reach the right person at the right time
Team adoptiontraining based on real decision scenarios
You have the data, but not one shared view?
Let’s design the report around decisions, not tools.
Describe the audience, data sources and three questions that are difficult to answer today.