Start with the problem you have.
Numbers that do not match, more reports than anyone can manage, or a platform change on the way. Each one starts in a different place. All of them run on the same platform.
The usual suspects
Pick the one that looks familiar. That's where you start.
- Known forDisagreeing with Sales Dashboard.pbix since 2022.Sales Dashboard NEW.pbix: Conflicting numbers
- Known forOne of four final versions. Nobody dares delete the others.Board Pack FINAL v2 (copy).xlsx: Dashboard sprawl
- Known forRuns month end. SC left in 2019.Margin Workings - SC.xlsx: Spreadsheet reporting
- Known forOut of support. Feeds reports nobody can list.SSRS-PROD-01: Retiring SSRS
- Known forMoving to Power BI, problems and all.[Revenue Final 2]: Moving to Power BI
- Known forBuilt in four minutes. Wrong in four places.ai_dashboard_v1.pbix: AI-built dashboards
- Known forEvery problem written down. None of them fixed.Data issues log FINAL.xlsx: Fixing known problems
- Known forToo important to switch off. Too old to trust.DW_LEGACY_2014: Modernisation
- Known forRight on launch day. Nobody has checked since.KPI Dashboard - Live: Ongoing reporting health
Numbers nobody trusts
When the same figure has different answers.
Too much reporting
When nobody knows what exists or what matters.
A platform change
When you need to move, merge or switch something off.
What each team gets
Finance leaders
One agreed definition for each number that reaches the board, with an owner and a sign-off behind it.
Data and BI leaders
A clear view of the reporting your teams maintain: the overlaps, the conflicts and what deserves attention first.
Technology and transformation leaders
A decision on every report and a build order based on what really depends on what.
What you walk away with
See a sample discovery pack- Everything in scope, in one searchable inventory
- Which reports are critical, duplicated, stale or reliant on one person
- How each key number is calculated, and what relies on it
- Every metric that is calculated more than one way
- A shortlist of reports to retire, merge or look at closely
- A plain-English summary and a prioritised plan for leadership
Bring the number nobody can explain.
Book a 30-minute demo. We will show you how Reperta finds what is behind it, fixes it and keeps it right.