ERP · BUSINESS INTELLIGENCE · DASHBOARD DEVELOPMENT · REPORTING ARCHITECTURE
Start the Conversation →
ERP PROCESS · REPORTING

Management Reporting

A controlled executive layer over operational and financial reporting.

Start the Conversation →Read the Framework →
PROCESS VIEW

Report the process as a chain of decisions.

A controlled executive layer over operational and financial reporting. A useful dashboard shows what happened, why it happened, where the exception sits, and what action is available.

Questions to resolve

  • Which ERP records are authoritative?
  • Which dimensions explain performance?
  • Which exceptions matter operationally?
  • Which KPI definitions are governed?
  • What decision should the dashboard accelerate?
MANAGEMENT REPORTINGERP DATA · GOVERNED MODEL
Revenue$24.8M
Gross margin31.4%
Open orders1,284
Receivables$3.2M
Inventory$7.6M
Exceptions42

Source logic

Identify transactions, master data, and external context.

Business logic

Define measures, dimensions, time logic, and exceptions.

Decision layer

Design views around the decisions owned by the team.

NEXT STEP

Turn the process into a governed reporting model.

Start the Conversation →