FINANCIAL CONSULTING
Management Reporting & KPI Dashboards
Have your month-end reports ready on time, accurate, and readable. Let management make decisions instead of hunting for data.
Waiting on Reports Delays Decisions
Reports that arrive three weeks after close, produced by everyone from their own spreadsheet, with figures that do not agree, make decision-making impossible. Half the meeting is spent arguing over which number is correct.
We establish a standard, repeatable reporting routine fed from a single source. It is clear which report goes to whom and when. The figures come from the system, with no manual adjustment along the way.
WHAT WE DO
Monthly Management Reporting Pack
Income statement, balance sheet summary, cash position, and commentary prepared as a single package.
Defining the KPI Set
Selecting and defining the limited number of indicators the company genuinely needs to track.
Dashboard Setup
Building a dashboard where figures can be followed on one screen, with charts and comparatives.
Departmental & Segment Reporting
Performance reporting broken down by product, service, customer, or region.
Head Office & Group Reporting
Producing timely, consistent reports in the format required by overseas headquarters.
Reporting Automation
Reducing repetitive manual work by pulling data directly from source systems.
WHO IT'S FOR
Management Teams Receiving Late, Fragmented Reports
Companies trying to decide weeks after close using figures that do not reconcile.
Companies Reporting to Group
Turkish offices with reporting obligations in a defined format and on a fixed calendar.
Businesses With Investors or Partners
Companies accountable to outside parties who need regular, reliable information.
HOW WE WORK
Audience & Requirement Analysis
We establish who needs what information for which decision. We do not produce reports nobody uses.
Fixing the Data Source
Which system each figure comes from, and under which definition, is fixed in writing.
Template & Dashboard Design
Report templates and the dashboard are built, then tested together over the first period.
Periodic Production & Review
Reports are produced on the same calendar each period, and the content is reviewed annually.
Which Systems Do We Pull Data From?
We can source data from widely used ERP systems including CargoWise One, SAP FI, Oracle, and Microsoft Dynamics. Where part of the data sits outside those systems, we bring that source into the routine as well. What matters is that every period is produced under the same definition.
Let's Design Your Management Report Together
We will look at the reports you receive today and discuss what is missing and what is unnecessary.