KPI → SOURCE
ANALYTICS OS / METRICS WITH THEIR REASONS
Read the number and the records that produced it together.
Build operating views from the same work, people, time and finance records the team uses every day, with the metric basis visible beside the result.
See connected analytics↗01
Metrics with definitions
Name the numerator, denominator, date range, workspace and exclusions so utilisation, revenue and margin do not become ambiguous labels.
- 01Visible calculation basis↗
- 02Date and workspace scope↗
- 03Included and excluded records↗
02
Drill from signal to source
Move from a company-level change to the client, project, time entry or financial event that explains it.
- 01Client and project breakdown↗
- 02Owner and service filters↗
- 03Source-record navigation↗
03
Use alerts for decisions
Surface overdue receivables, slipping work, capacity pressure and margin erosion before the next reporting meeting.
- 01Threshold-based signals↗
- 02Named owner and next action↗
- 03Current versus previous period↗
ONE WORKSPACE / CONNECTED OPERATIONS
Replace reconciliation with connected work.