07 / Services
Summaries for decisions
Figures from the storefront, ads, and sales on one screen, without a nightly assembly in a spreadsheet.
For leads who learn the figures several days after the event.
Summary
Figures
Orders
Day
Payment
Matches
Decline
Step
Period
Day
Source
Payment
Role
Summary
What it consists of
What goes into the system
- 01
Which decisions
We build the screen for the question asked on Mondays, not for every column that turned up in an export.
- Three to five figures that people watch
- Over which period
- Who opens the screen, and why
- 02
Where a figure comes from
Every figure has a source: the storefront, ads, payment, the warehouse. The formula is written down. It does not sit in an analyst’s head.
- What counts as an order
- What we subtract
- Where a figure can diverge, and why
- 03
A screen for the role
The lead sees a summary. The department sees its own slice. Raw rows are not dumped on everyone.
- One screen, one question
- A filter people actually turn
- What this role must not be shown
- 04
Match
Before handover we match the screen against the records for the same day. A gap is explained or fixed.
- A checkpoint day
- The gap that is allowed
- Who confirms that a figure is right
- 05
An update
The refresh runs on its own. A nightly spreadsheet build is not required to open the screen in the morning.
- How often the figures are updated
- What to do if a source stays silent
- Who to write to if the formula needs to change
What we do
- 01Which figures are watched at all
- 02Screens for the roles
- 03A store, when there are many sources
- 04A regular refresh
- 05A walkthrough of how to read the screen
How we proceed
- 01A list of decisions
- 02Where the figures come from
- 03Screens
- 04Match
- 05Handover
Stack
- PostgreSQL
- Metabase
- Python
- dbt
A guide for the timing
The first screen takes a few weeks. The full system of sources is a separate stage.
Outcome
The figure on the screen matches what is happening in sales, not yesterday’s export.
What usually comes later
A store for every source in the company, and forecasts, come after the first screen that people already trust.