Departmental dashboards
Functional detail.
A common reporting basis.
We turn departmental priorities into dashboards that show what is measured, who provides the information and which action needs follow-up.
Discuss your departmental dashboardsThe measure record
A useful departmental dashboard rests on information the team can maintain and explain. The KPI register makes that basis explicit.
The KPI register
From definition to follow-up
Specify the calculation and any inclusions or exclusions. Keep the meaning consistent when the information changes hands.
Record the unit, denominator and relevant business, entity or site. Make a change in coverage visible.
Separate the reporting period, baseline and target. Label partial periods and explain changes in the comparison basis.
Identify the supporting record and the person or function responsible for preparing the input. Keep estimates identifiable.
Record the reviewer, completeness and open questions. Distinguish unavailable information from a zero result.
Assign responsibility for corrections, explanations and agreed actions. Keep unresolved matters visible for follow-up.
Agree the reporting basis before interpreting the result.
Connecting the views
Departmental and leadership dashboards serve different discussions. Shared definitions and comparison periods connect them.
Within the department
Retain the measures, supporting records and commentary needed to understand the function’s performance. Review gaps and unusual movements with the people who can explain them.
For leadership
Bring forward the measures and exceptions that need management attention. Keep the reporting basis visible and the supporting departmental information available.
When a definition, boundary or period changes, explain it in both views.
Explore leadership dashboardsWhat the work can include
We bring the dashboard, KPI register and reporting arrangements together, shaped around the function and the information available.
Functional measures, trends, comparisons and commentary, backed by a register of definitions, reporting boundaries and responsibilities.
A common structure for inputs and source records, with preparer and reviewer responsibilities and a clear treatment of estimates or gaps.
Open reporting questions, significant changes and agreed next steps, with owners and a clear connection to the relevant measure.
Functional teams provide and review source information, explain movements and implement agreed actions. Management approves priorities, targets and decisions.
Read the boardroom test for every dashboardSelected work · A leading financial-services group
The dashboard programme connected a leadership summary with functional dashboards and detailed KPI registers.
Departmental reporting gave teams a defined place for their measures, supporting information and explanations. A common structure kept the underlying activity connected with the management view.
Full-period and part-period results need explicit labels. Comparisons should preserve the measurement basis and make differences in reporting windows clear.
Approach / Functional reporting
What is measured, in which unit and across which activity?
Which reporting window does the result cover, and what is the relevant reference?
Where does the information originate, and who is responsible for it?
What changed, why does it matter and what follows?
Start a conversation
Start with one function, the measures it reports and the questions its current dashboard leaves unanswered.
Discuss your reporting priorities