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Data & AI Fixed scope

Business Intelligence Dashboard Setup

Dashboards your leadership will genuinely use, built on governed queries instead of improvised SQL.

Timeline
9 working days
Price
₹14,999 incl. GST
Reference
NP-DAT-103
Ownership
Delivered into accounts you own

Overview

What this engagement is

Dashboard projects often disappoint because they attempt to show everything at once. We begin with the five decisions your leadership takes each month and design backwards from them. An open-source business intelligence tool is installed and connected to your warehouse or read replica, a governed model layer ensures filters behave predictably, and four dashboards are built only after their definitions are agreed in writing. Row-level permissions keep sensitive figures, such as salaries, away from teams that should not see them. Scheduled digests arrive every Monday morning, reaching people who rarely log in.

Deliverables

What you receive

7 items
  • Business intelligence tool installed and connected to your database or warehouse
  • Governed model layer with joins, metrics and filters preconfigured
  • 4 dashboards covering revenue, operations, product usage and marketing
  • Permission groups with row-level access rules where required
  • Scheduled email and team chat digests for recurring reports
  • Metric definitions documented and approved in writing
  • Training session for team members who will build their own questions

Outcomes

What changes once it ships

Recurring questions are answered without waiting on an analyst

Access rules prevent sensitive figures crossing team boundaries

Written definitions mean the numbers stop being debated

Process

How the 4 stages run

  1. Frame

    We agree the decisions each dashboard is designed to support

  2. Connect

    Database access, the model layer and permissions are configured

  3. Build

    Dashboards are drafted, reviewed with their owners and refined

  4. Enable

    Training so your team can explore new questions independently

A strong fit for

  • Organisations that buy reporting tools but never finish configuring them
  • Leadership teams repeating the same questions by email every week
  • Analysts overwhelmed by one-off data requests

What we need from you

  • Read access to the database or warehouse the reports will query
  • Named owners for each dashboard who can approve definitions
  • An hour of your team's time for the training session

You share these through the brief that opens in your client dashboard once payment is confirmed. The timeline starts when they arrive.

Answers

Questions about this engagement

An open-source tool is inexpensive to run and sufficient for most teams. If your organisation is committed to a commercial productivity suite, we will build the same solution in its reporting tool.
Only through a read replica. Reporting queries against a primary database risk outages, so we will not configure it that way.
Smaller datasets can run directly from a replica. For anything larger, the warehouse engagement should come first.

This is a digital service — nothing is shipped. Work is delivered to the timeline above, into systems you control, and our refund terms explain what happens if a date is missed.

Often paired with

Engagements that work well alongside.

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