Reporting & KPI Sprint
Turn Your Numbers Into Decisions — Not Just Reports
In 45 days, we transform disconnected spreadsheets into a single source of truth — so you finally see what drives profit, cash, and growth.
PROBLEM
Most electrical and energy companies run on lagging, inconsistent data.
Financials are closed weeks later. Job costs live in spreadsheets. Margins shift — but no one can explain why.
Without a clear reporting framework:
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Leaders fly blind. They make multimillion-dollar decisions without real-time visibility.
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Project margins vanish. Labor and material costs are tracked inconsistently across jobs.
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Forecasts don’t match reality. Operations and finance see different numbers.
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Time is wasted. Teams spend hours building reports manually, not analyzing them.
You can’t manage what you can’t measure — and right now, the data you have can’t be trusted.
What We Fix in 45 Days
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Disconnected and inconsistent data
Unify accounting, project, and job costing systems into one version of truth.
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Delayed or manual reports
Automate your KPI dashboards so updates happen in real time, not weeks later.
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Unclear profit drivers
Identify which projects, clients, and decisions impact margin and cash flow.
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Spreadsheets that don’t tell the full story
Replace static reports with dynamic templates for visibility and analysis.
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Time wasted on report building
Shift your team’s focus from collecting data to making decisions.
In 6 weeks, your reporting becomes a live visibility system, not a pile of disconnected spreadsheets.
HERE'S HOW WE BUILD REPORTING THAT DRIVES DECISIONS, NOT CONFUSION:
Week 1
Diagnostic & Data Map
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Review current reporting flow (accounting, job costing, and project systems).
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Identify inconsistent data sources and bottlenecks.
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Benchmark your KPIs against industry best practices.
Weeks 2–4
Design & Automation
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Define a core KPI dashboard for profitability, cash, and efficiency.
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Link ERP / accounting systems to feed the dashboard automatically.
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Build report templates for project P&L, cash forecast, and variance analysis.
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Create leadership-level drill-downs so you can see the “why,” not just the “what.”
Weeks 5–6
Implementation & Adoption
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Deploy your new live dashboard in Excel or ERP-compatible BI tool.
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Support you through ongoing monthly reporting (or train your internal team, if preferred).
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Align review cadence with weekly or monthly business decisions.
RESULT
After 45 days, your reporting becomes a visibility system, not a pile of spreadsheets.
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One version of truth: Everyone — owner, operations, and finance — sees the same numbers.
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Faster, cleaner insights: KPI dashboards update automatically; meetings shift from reporting to action.
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Profit clarity: You see which projects and clients build margin — and which destroy it.
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Time back for analysis: Less manual work, more control and focus.
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Investor-ready clarity: Consistent numbers build confidence with banks, partners, and buyers.
It’s not about having more reports — it’s about having the right ones, built for clarity and control.
You don’t just need more reports — you need visibility that drives action.
Let’s build your profit and cash dashboard so every decision is grounded in truth.
(We’ll review your current reporting flow and outline a 45-day plan for full financial visibility.)
Numbers don’t create clarity — structure does.