In this article
Where the problem startsA practical way to look at itHow it connects to the businessWhy RestimeA number without an origin is information only. The number associated with the process is the basis for the decision.
01 / Operational reality
Where the problem starts
Turnover can increase, while the profitability of the service can decrease. A campaign may bring many contacts, but few of them will turn into clients. The calendar may be full, but the team may be working with inappropriately distributed capacity. A separate report will not explain these contradictions.
02 / Practical approach
A practical way to look at it
Decision data must remain connected to how it was created. Sales should be seen by service, client, branch and consumed material. Marketing contact for the campaign, business step and resulting order. And a document for a specific supplier, load and accounting period.
03 / Connected context
How it connects to the rest of the business
Linking Web Design and Social Networks will show the source of the query. CRM preserves the business context, Booking or EDS records the service delivery and Invoices the financial result. Documents & Data completes cost and accounting documents without manual rewriting.
What to take away
Three practical principles
- 01Each number must have a traceable origin.
- 02Track the journey from activity to business and financial result.
- 03The dashboard should respond to specific management decisions.