Layer 01 — Reporting & dashboards

Stop debating whose number is right. Build the one everyone trusts.

A fixed-scope engagement that audits every report and dashboard leadership actually looks at, then rebuilds them into a single, documented source of truth your teams stop arguing about.

Book a fit call See what's included

Fixed-scope · $60,000+ · Delivered in 6 weeks

Metric reconciliation — sample

Monthly recurring revenue

3 versions1 definition

Active customer count

2 versions1 definition

Churn rate

4 versions1 definition

Pipeline coverage

2 versions1 definition

Every metric on the executive dashboard, reconciled to one definition.

What we build

Three deliverables, handed to your team — not left in a slide deck.

Deliverable 01

Reporting & dashboard audit

Full inventory of reports, dashboards, and who relies on each
Every metric traced back to its source system and formula
Conflicting or duplicated numbers flagged and explained

Deliverable 02

Rebuilt executive dashboard

One dashboard leadership actually opens, built in your BI tool
Automated refresh from source systems, not manual exports
Designed for the decisions it needs to support, not vanity metrics

Deliverable 03

Metric glossary & definitions

Written, agreed definition for every metric on the dashboard
Named owner per metric for future changes and disputes
Reference document your team keeps and updates going forward

The engagement

Audit, design, hand off — the same discipline every time.

Stage 1 — Weeks 1–2

Audit

We inventory every report and dashboard in active use and trace each number back to its source.

Stage 2 — Weeks 3–5

Design & build

We rebuild the executive dashboard and reconcile metric definitions directly with your team.

Stage 3 — Week 6

Hand off

Documentation, training, and a glossary your team owns — so it keeps running without us.

Who it's for

Companies where leadership no longer trusts the numbers in the room.

Series B & later startups

PE portfolio companies

Healthcare & life sciences

Financial services

B2B SaaS scaling past $10M ARR

Manufacturing & logistics

Insurance

Public sector & education

Pricing

Fixed scope, fixed price — no hourly clock.

Layer 01

Reporting & dashboards

Best starting point if leadership doesn't trust the numbers yet.

$60,000+

one-time, 6 weeks

Reporting & dashboard audit
Rebuilt executive dashboard
Metric glossary & definitions

Book a fit call

Most clients move on to Layer 02 — Data Governance once the dashboard is live, to put a lasting ownership model behind the numbers.

"Three different teams had three different revenue numbers. Tesatori Technologies gave us one dashboard everyone actually trusts."

Dana Whitfield

COO, Fieldstone SaaS