CAP-02Dashboards
Dashboards and MIS.
Management reports built from the data you already hold, refreshed on a schedule and reconciled back to source.
§ 01Overview
Overview
A dashboard is only useful if the people reading it trust the numbers. That trust comes from two things: clear definitions, and a reconciliation back to the system each figure came from.
The proposed MIS work starts with the questions management asks every month, then builds the reports that answer them, with every total traceable to its transactions.
Input
- Trial balance and ledgers
- Payroll registers
- Sales and purchase registers
- Budgets and targets
Output
- Monthly MIS pack
- Interactive dashboards
- Reconciliation note per release
- Definitions register
§ 02What it covers
Scope, line by line.
Monthly MIS packs
Profit and loss, cash, receivables and payables views, laid out the same way every month.
People-cost views
Payroll cost by department, location and pay head, built from payroll registers.
Compliance calendars
Due dates with filed, pending and overdue status, fed from your own records.
Drill-down
From a total to the transactions behind it, so a question can be answered in the meeting.
Scheduled refresh
Data refreshed on a calendar, with a reconciliation check before each release.
Definitions register
A written definition for every measure, so the same word means the same number.
Areas of operation
§ 03How it runs
The dashboards line,
stage by stage.
The same five-stage discipline as every request: intake, validation, processing, review and delivery, shaped for this work.
§ 04Controls
Checks built in,
not added on.
Intended practice · to be confirmed
- Every released figure reconciles to a source total
- Measure definitions are documented and changes are logged
- Access is limited by role
- A release does not go out if its reconciliation fails
RolesWho does what
You keep
- The choice of measures and targets
- Access decisions
- Interpretation and decisions
AKOS does
- Agree definitions
- Build the data model and reports
- Refresh and reconcile on schedule
- Maintain the definitions register
Personal data handled in this work follows the data-handling model on the How it works page.
§ 05Questions
Common questions.
Q01Which dashboard tool do you use?
The choice follows your existing systems and licences. The website lists tools by category only; no vendor partnership is claimed.
Q02Can the MIS run from spreadsheets?
Yes, where that is what you have. Spreadsheet sources get the same reconciliation checks as system data.
MoreOther capabilities
Other proposed capabilities
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