You will get KPI & Reporting Triage (Decision Clarity Review)
Project details
This is a short, fixed-scope review of one dashboard, reporting workflow, or data build to determine whether it reliably supports a specific business decision.
Scope
-One reporting asset
-One primary decision
-No rebuilds or implementation
Timeline: 3 business days from kickoff and access.
Decision Focus
The triage centers on a single high-value decision that currently feels uncertain or risky. That decision is confirmed at kickoff and used as the lens for all analysis.
Common decisions include:
-Where to allocate budget or resources
-Which products, channels, or initiatives are performing
-What is driving conversion, utilization, or margin changes
-What needs attention now vs later
The goal is not more reporting. The goal is confidence at the decision point.
What This Identifies
-Inconsistent KPI definitions
-Mixed leading and lagging indicators
-Unclear or inconsistent attribution logic
-Refresh timing misaligned with decisions
What You Get
-What is blocking trust
-The KPI cluster that should govern action
-What to fix first vs what to ignore
Follow-on remediation, if needed, is scoped separately.
Scope
-One reporting asset
-One primary decision
-No rebuilds or implementation
Timeline: 3 business days from kickoff and access.
Decision Focus
The triage centers on a single high-value decision that currently feels uncertain or risky. That decision is confirmed at kickoff and used as the lens for all analysis.
Common decisions include:
-Where to allocate budget or resources
-Which products, channels, or initiatives are performing
-What is driving conversion, utilization, or margin changes
-What needs attention now vs later
The goal is not more reporting. The goal is confidence at the decision point.
What This Identifies
-Inconsistent KPI definitions
-Mixed leading and lagging indicators
-Unclear or inconsistent attribution logic
-Refresh timing misaligned with decisions
What You Get
-What is blocking trust
-The KPI cluster that should govern action
-What to fix first vs what to ignore
Follow-on remediation, if needed, is scoped separately.
Project Type
Business ConsultingWhat's included
| Service Tiers |
Starter
$950
|
Standard
$1,200
|
Advanced
$1,500
|
|---|---|---|---|
| Delivery Time | 3 days | 3 days | 3 days |
Number of Revisions | 0 | 1 | 2 |
Frequently asked questions
About Jason
Microsoft Fabric, Snowflake, Power BI & dbt | Data Strategy Consultant
Denver, United States - 10:11 am local time
As founder of Impact By Insight, I design scalable data foundations, automated dashboards, and AI-enhanced reporting that turn complex data into clear business decisions. Recent work includes integrating embedded AI within Snowflake dashboards to deliver daily, text-based summaries of web traffic trends and key performance drivers.
We specialize in affordable, right-sized engagements that make enterprise-grade business intelligence accessible to any firm.
Team Design and Organizational Alignment
I evaluate analytical structures, assess talent, and design or re-design analytics functions to meet business goals. Whether your goal is to modernize reporting, improve cross-team data flow, or align KPIs with strategy, I help build the right mix of people, processes, and platforms to get there.
Project Champion
When embedded in an organization, I turn goals such as “grow revenue,” “reduce expenses,” or “enter a new market” into actionable options supported by analytics. My team builds the tools, dashboards, and models that help leaders evaluate scenarios, prioritize initiatives, and make confident, data-informed decisions. Once the direction is set, I work cross-functionally to move the vision to completion.
Interpreter
Analytics has its own language, which can slow down decision-making if not translated effectively. With 25+ years of experience bridging executives and data teams, I turn complex analysis into clear, plain-English insights. I ensure analytical work directly supports business conversations and drives timely, informed action.
Steps for completing your project
After purchasing the project, send requirements so Jason can start the project.
Delivery time starts when Jason receives requirements from you.
Jason works on your project following the steps below.
Revisions may occur after the delivery date.
Client provides required access and documentation
Once the client has given access to the system, tools, people and documentation we will set a start and end date. We will need a clear definition of what we are focusing on. Only one process or dashboard is included in this engagement.