Synova | Analytics & BI Modernization Consulting

Interactive BI Modernization Tools

See where your reporting stands, what it may be costing you, and how to improve it.

These tools help business leaders identify reporting gaps, estimate the cost of manual work, understand the modernization path, and see how trusted dashboards support stronger decisions.

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Synova BI Snapshot

Manual WorkReduced

KPI TrustStronger

VisibilityClearer

BI Readiness Assessment

Find Out How Ready Your Business Is for Modern BI

Answer a few questions about reporting automation, KPI consistency, data structure, dashboard trust, self-service analytics, and AI readiness.

Question 1 of 8

How does your team currently create recurring reports?

Your BI Readiness Score

0 / 24

Manual Reporting Stage

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Manual Reporting Cost Calculator

How Much Is Manual Reporting Costing Your Business?

Estimate the hidden cost of recurring manual reports, rework, duplicate effort, and report maintenance.

Employees involved in recurring reporting

Average hours per week per employee

Average hourly cost

Recurring reports produced per month

Estimated rework/error percentage

Estimated Monthly Reporting Cost

$0

$0 per year

$0 per recurring report

0 manual hours/month before rework

This estimate excludes delayed decisions, missed opportunities, conflicting KPI definitions, and time spent reconciling inconsistent numbers.

Use Case Selector

What Reporting Challenge Are You Trying to Solve?

Choose the issue that sounds most familiar and see how Synova would approach it.

Business Problem

Important reports are still built manually.

Teams rely on spreadsheet exports, copy-and-paste work, manual refreshes, and individual report owners.

Reports take too long to prepare.
Only a few people know how key files work.
Leadership waits for updates instead of using current reporting.

Different teams report different numbers.

Each department may define the same metric differently, creating confusion even when dashboards exist.

KPI formulas are undocumented.
Metric ownership is unclear.
Reports create debate instead of clarity.

Leadership cannot get clear answers quickly.

Executives need current, decision-ready visibility, but reporting depends on delayed exports or manual updates.

Performance visibility is delayed.
Reports are too detailed or not executive-friendly.
One-off requests distract from higher-value analytics work.

Business data is scattered across disconnected systems.

Data may live in spreadsheets, accounting systems, CRMs, databases, operational tools, and exports.

Data must be manually joined or reconciled.
Reporting logic is repeated in multiple places.
Users do not know which source is authoritative.

The business wants AI, but the data foundation is not ready.

AI and predictive analytics require consistent, structured, reliable data and clearly defined business questions.

Historical data is inconsistent.
Definitions are not standardized.
Data quality issues limit automation value.

Synova Approach

Replace fragile spreadsheet workflows with scalable reporting.

Synova identifies recurring manual reports, standardizes calculations, and rebuilds reporting into cleaner dashboards or structured BI workflows.

Automate recurring reporting steps.
Reduce manual refresh and formatting work.
Create dashboard views that are easier to maintain.

Build a trusted KPI layer.

Synova helps define core metrics, document business logic, and align reporting around consistent definitions.

Create a KPI dictionary.
Document calculation logic.
Standardize metrics across dashboards.

Design reporting around executive decisions.

Synova builds executive dashboards focused on KPIs, trends, and exceptions leadership needs to monitor performance.

Prioritize decision-ready metrics.
Create clean executive views.
Reduce dependency on one-off reporting.

Create a cleaner analytics foundation.

Synova helps connect, organize, and structure data so reporting becomes more reliable, scalable, and easier to govern.

Map important data sources.
Define reporting-ready data structures.
Improve trust in source data and dashboards.

Prepare the business for AI-ready analytics.

Synova strengthens the data foundation before companies invest heavily in automation, predictive analytics, or AI-enabled workflows.

Standardize core metrics.
Improve data quality and documentation.
Clarify which business questions AI should support.

Before & After Slider

From Manual Reports to Trusted Dashboards

Use the slider to compare a fragmented reporting environment with a modernized BI environment.

Before Synova

Manual Excel files and disconnected spreadsheets
Conflicting KPI definitions across departments
Static reports requiring manual refreshes
Delayed decision-making because reports are not current
Heavy dependency on individual report owners
No clear reporting governance or metric ownership

Fragmented reporting view

Status: Manual refresh required

Risk: Conflicting dashboard numbers

Source: Multiple spreadsheet exports

After Synova

Automated dashboards with cleaner refresh logic
Standardized KPI layer and documented definitions
Centralized reporting model for better consistency
Self-service analytics for recurring business questions
Faster executive visibility into key performance metrics
Scalable foundation for future analytics and automation

Trusted executive dashboard

KPI TrustHigh

RefreshCurrent

Manual WorkLow

Manual reportingModernized BI

Modernization Roadmap

A Clear Roadmap for BI Modernization

A structured process helps make BI modernization specific, practical, and lower-risk.

1

Discovery

Data-Flow Visual

How Synova Turns Fragmented Data Into Clear Business Insight

Click each stage to see how raw data becomes cleaned, modeled, standardized, and converted into decision-ready dashboards.

1

Raw Data

Spreadsheets, exports, CRMs, databases, and systems.

2

Data Cleaning

Normalize fields, reduce inconsistencies, and validate data.

3

Data Model

Organize relationships, tables, measures, and structures.

4

KPI Layer

Define trusted metrics, logic, and business rules.

5

Dashboards

Build executive, operational, and self-service views.

6

Decisions

Give leaders faster answers and clearer visibility.

Step 1

Raw Data

Dashboard Demo

See What Clearer Reporting Can Look Like

Explore practical dashboard concepts for executive, sales, operations, and finance reporting. Each view now shows what a more complete dashboard experience can include: KPI cards, decision context, drilldowns, data-quality checks, metric definitions, workflow notes, model logic, filters, and recommended actions.

Executive Performance Command Center

A leadership-ready view focused on revenue, profitability, growth, risk, customer concentration, operational pressure, and forecast confidence.

Updated: Today 8:15 AM

Revenue$1.28M+18% MoM / +9% vs target

Gross Margin34%+2.4 pts vs prior month

Forecast Confidence82%Pipeline and run-rate aligned

Open Risks73 require leadership review

Performance vs Target

Revenue

91%

Margin

74%

Retention

88%

Pipeline

79%

Cash

83%

Dashboard purpose: Give leadership a single trusted view of company health without waiting for manual report assembly or reconciling competing spreadsheets.

Leadership Exceptions

Margin pressure in Northeast segmentHigh

Pipeline gap for next monthMedium

Delayed operational handoffsMedium

Customer concentration riskWatch

Forecast variance above threshold$84K

Executive Decision Notes

Primary question: Are revenue, margin, and pipeline moving together strongly enough to support the growth plan?

Recommended follow-up: Review the three accounts driving 62% of the forecast variance.

Meeting use: Weekly leadership scorecard, monthly business review, and quarterly planning.

Metric Definitions

Gross MarginRevenue less direct cost, excluding one-time adjustments.

Forecast ConfidenceWeighted pipeline plus run-rate trend alignment.

Open RisksActive issues above the approved business-impact threshold.

RetentionActive retained revenue divided by prior-period comparable base.

Trust Checks

Revenue tied to finance closePassed

Duplicate account check0 issues

Missing owner values2.1%

Refresh statusCurrent

Executive Drilldown Map

CompanyRevenue, profit, risk, cash

RegionMargin, pipeline, retention

CustomerConcentration and churn risk

OperationsBacklog, SLA, exceptions

FinanceBudget variance and runway

ForecastBest case, commit, downside

Leadership Review Flow

1

Review KPI movement
Confirm whether growth, margin, and cash are moving in the same direction.

2

Open exception detail
Click into risks, owners, affected segments, and expected impact.

3

Assign next action
Convert dashboard insights into accountable follow-up items.

Metric Ownership

MetricLogic OwnerReview Cadence

RevenueFinanceMonthly Close

ForecastSales OpsWeekly

Operational RiskCOODaily

Interactive Filters

MonthRegionBusiness UnitRisk LevelOwnerForecast ScenarioCustomer SegmentMetric Definition

Governed filters allow users to self-serve without creating conflicting versions of the same KPI.

Sales Pipeline & Conversion Dashboard

A sales leadership view connecting pipeline quality, conversion rates, deal movement, forecast coverage, rep execution, stalled opportunities, and next-best actions.

CRM Sync: Complete

Pipeline Value$840K2.7x next-month target

Win Rate29%+4 pts vs last quarter

Weighted Forecast$318K$42K above target

Avg Deal Cycle31d6 days faster than baseline

Pipeline Stage Health

Qualified

$220K

Discovery

$189K

Proposal

$174K

Negotiation

$139K

Commit

$198K

Dashboard purpose: Show where revenue is likely to land, where deals are stalling, and which opportunities need immediate action.

Deal Movement Alerts

6 deals stalled over 21 days$112K

3 expansion opportunities advanced$74K

2 high-value deals lost to timing$51K

Forecast coverage below thresholdWest

No next step assigned9 deals

Rep Performance Snapshot

RepWeighted PipelineClose Risk

Team A$118KLow

Team B$92KMedium

Team C$76KHigh

Team D$64KMedium

Sales Metric Definitions

Weighted ForecastOpportunity amount multiplied by governed stage probability.

Win RateClosed won divided by all closed opportunities.

Deal CycleDays from qualified stage to closed outcome.

CoveragePipeline compared against target by close month.

CRM Data Quality

Opportunities missing close date4%

Deals with stale stage6

Duplicate accounts detected2

Forecast fields complete93%

Sales Manager Review Flow

1

Review stage aging
Find opportunities with no movement or no next-step date.

2

Validate forecast commit
Check deal amount, close month, stage, and owner confidence.

3

Coach by conversion gap
Compare rep-level conversion by stage and lead source.

Recommended Actions

Pipeline action: Prioritize negotiation-stage deals with next-step dates missing.

Manager review: Rebalance lead volume for reps with high close rates but low pipeline coverage.

KPI governance: Standardize how weighted forecast is calculated across teams.

Alert Rules

AlertTriggerOwner

Stale DealNo activity 14+ daysSales Manager

Forecast GapCoverage below targetRevOps

Close Date SlipMoved 2+ timesAccount Owner

Interactive Filters

RepRegionLead SourceStageClose MonthDeal SizeProbabilityProduct Line

Operations Performance & Exception Dashboard

An operational view showing throughput, cycle time, backlog, service levels, bottlenecks, exception drivers, quality rework, staffing pressure, and aging work.

Refresh: Hourly

Fulfillment Rate96%2 pts above SLA

Open Orders14218 flagged for review

Cycle Time2.8d0.4d faster than baseline

Exceptions115 tied to handoff delay

Operational Bottleneck View

Intake

92%

Review

61%

Fulfill

84%

Closeout

73%

QA

67%

Dashboard purpose: Make the process visible so managers can isolate where work is slowing down and act before service levels drop.

Exception Queue

Missing documentation4

Capacity constraint3

Late vendor handoff2

Quality rework2

Aging over 72 hours6

Location / Team Drilldown

AreaSLABacklog

North98%22

Central93%41

South95%31

West91%48

Operational Metric Definitions

Fulfillment RateCompleted within SLA divided by eligible work.

Cycle TimeBusiness time from intake to completed closeout.

ExceptionOpen item with reason code above threshold.

BacklogOpen work not yet completed by stage.

Process Data Quality

Missing reason code5

Duplicate order IDs0

Late status updates8%

SLA calculation validatedYes

Exception Resolution Flow

1

Detect
Flag late, incomplete, high-risk, or aging work.

2

Assign
Route exceptions to the accountable owner.

3

Resolve
Track closeout, reason code, and recurring root cause.

Operational Insight

Primary constraint: Review-stage aging is creating downstream backlog pressure.

Recommended action: Add a daily aging review for orders over 48 hours.

Automation opportunity: Trigger alerts when exceptions remain unresolved past SLA threshold.

Alert Rules

AlertTriggerOwner

SLA RiskStage age above limitOps Manager

Capacity PressureBacklog rising faster than closeoutTeam Lead

Recurring ReworkSame root cause repeatsProcess Owner

Interactive Filters

LocationTeamOrder TypeSLA StatusException TypeAging BucketOwnerVendor

Finance Margin, Expense & Cash Flow Dashboard

A finance-ready dashboard connecting revenue, expenses, gross margin, operating margin, cash flow, budget variance, collections risk, close status, and forecast visibility.

Close Status: 92%

Revenue$1.28M+9% vs plan

Expenses$760K3% over forecast

Operating Profit$520K40.6% operating margin

Cash Runway8.4 moBased on current burn

Budget vs Actual

Revenue

109%

COGS

96%

Opex

103%

Profit

114%

Cash Flow

81%

Dashboard purpose: Give leadership a clean view of plan variance, expense pressure, margin drivers, and cash position.

Variance Drivers

Software and tooling over plan+$18K

Labor efficiency gain-$11K

Revenue mix improvement+2.1 pts

Collections delay risk$46K

Vendor cost increase+$9K

Margin by Segment

SegmentMarginTrend

Enterprise42%Improving

Mid-Market36%Stable

SMB28%Watch

Services31%Improving

Finance Metric Definitions

Operating ProfitRevenue less direct costs and operating expenses.

Cash RunwayAvailable cash divided by average monthly burn.

Budget VarianceActuals compared to approved budget scenario.

MarginRevenue less direct cost by segment.

Finance Controls

GL tie-out completedYes

Unmapped expense categories3

Late invoices$46K

Forecast version lockedCurrent

Finance Review Flow

1

Validate close status
Confirm required accounts, categories, and adjustments are updated.

2

Review variance drivers
Prioritize expense categories and segments outside tolerance.

3

Update forecast
Lock scenario assumptions and compare plan, actuals, and outlook.

Finance Insight

Primary question: Is expense growth supporting profitable growth or creating margin compression?

Recommended review: Investigate SMB margin pressure and collections delay risk.

Automation opportunity: Replace monthly variance spreadsheets with controlled dashboard logic.

Alert Rules

AlertTriggerOwner

Expense DriftOver forecast toleranceFinance

Collections RiskAging above thresholdAR Owner

Margin CompressionBelow rolling baselineCFO

Interactive Filters

MonthDepartmentVendorGL AccountSegmentScenarioForecast VersionCash Category

Example Outcome Cards

Practical BI Improvements That Create Measurable Impact

Click each card to expand a more detailed view of the business problem, solution, and expected improvement.

Reporting Automation

Reduce recurring manual work.

Consolidate source data and automate recurring dashboard refreshes.

Fewer manual refreshes
Less copy-and-paste work
More reliable recurring reporting

KPI Standardization

Create one version of the truth.

Define core KPIs, document logic, and align reporting around consistent definitions.

Consistent metric definitions
Reduced reporting disputes
More trusted dashboards

Executive Dashboards

Improve leadership visibility.

Build dashboards around the KPIs, trends, and exceptions leadership needs.

Cleaner performance monitoring
Faster access to key metrics
Better alignment across teams

Self-Service BI

Reduce reporting bottlenecks.

Create intuitive dashboards with filters, definitions, and user-friendly layouts.

Less dependency on analysts
More independent exploration
Clearer dashboard usability

Report Pain Detector

What Is Your Reporting Pain Point?

Select the issue that feels most familiar and see the likely cause and recommended fix.

Likely Cause

Too much manual extraction, formatting, and reconciliation.

Reporting slows down when people spend more time preparing data than analyzing it.

KPI definitions are inconsistent or undocumented.

Teams may be using different filters, time periods, source systems, or calculation logic.

Users do not understand the data source, logic, or refresh process.

A dashboard can be visually polished but still fail if users do not trust the numbers.

Existing dashboards do not answer the right business questions.

If dashboards are too generic, leaders keep asking for custom one-off reports.

The data foundation is not clean, structured, or consistent.

Messy source data limits automation, dashboard trust, and future AI readiness.

Recommended Fix

Automate recurring reporting and centralize high-value datasets.

Start with reports repeated weekly or monthly that consume the most manual time.

Build a KPI dictionary and governed reporting layer.

Define key metrics once, document them clearly, and use those definitions consistently.

Improve validation, documentation, and metric transparency.

Make it clear where numbers come from, how they are calculated, and when they refresh.

Redesign dashboards around decision-making needs.

Build views around the questions leaders repeatedly ask, not just the data available.

Strengthen the data foundation before advanced analytics.

Clean the structure first so dashboards, automation, and AI tools are more reliable.

Executive Reporting Health Score

How Healthy Is Your Executive Reporting?

Designed for owners, executives, and senior leaders who care about speed, trust, consistency, and usability.

Speed: Can leadership access current performance data quickly?

Trust: Do leaders trust the numbers they see?

Consistency: Are KPIs defined the same way across departments?

Usability: Can decision-makers use dashboards without analyst support?

Executive Reporting Health Score

0 / 12

At Risk

AI-Ready Data Checklist

Is Your Business Data Ready for AI?

Check off what your business already has in place. The score updates automatically.

AI-Ready Foundation Score

AI works best when the underlying data is clean, standardized, documented, and tied to real business questions.

0 of 8 items completed

Discuss AI Readiness

Core KPIs are clearly defined and documented. Important data fields use consistent formats. Historical data is available for trend analysis. Recurring reports refresh reliably. Business users trust the dashboard numbers. Source systems are mapped and understood. Metric owners or data owners are identified. AI use cases are tied to specific business questions.

Solution Pathways

Focused Analytics Services for Common Business Needs

Select a pathway to see the best-fit use cases and likely engagement focus.

Small Business Analytics

Clearer reporting without unnecessary complexity.

Power BI Consulting

Cleaner dashboards, stronger models, and better KPI views.

Reporting Automation

Reduce manual work and recurring report preparation.

BI Modernization

Modernize fragmented reporting for growing teams.

AI-Ready Data

Prepare reporting data for automation and predictive analytics.

Executive Reporting

Give leadership faster visibility into the metrics that matter.

Recommended Pathway

Small Business Analytics

Tool Stack Filter

Tools and Technologies Synova Works With

Filter by BI, data, cloud, analytics, or delivery tools.

Power BISQLSnowflakeBigQuerydbtPythonRTableauExcelSpotfireAWSAgile/ScrumWaterfallData ModelingDashboard DesignKPI Governance

Interactive FAQ

Questions Businesses Often Ask Before Modernizing Reporting

Search or filter common questions by topic.

What does Synova help businesses with?

Synova helps businesses modernize reporting, automate manual analytics processes, standardize KPIs, build dashboards, and create clearer visibility into business performance.

Do you only build dashboards?

No. Dashboards are often part of the solution, but the larger goal is to create a reporting environment that is trusted, consistent, scalable, and easier to maintain.

What does a typical project start with?

Most projects begin with discovery and a current-state review of existing reports, dashboards, data sources, KPI definitions, business priorities, and pain points.

Can Synova work with our existing tools?

Yes. Synova can work with common tools such as Power BI, Excel, SQL databases, cloud data platforms, and other reporting or analytics systems.

Do we need a data warehouse?

Not always. Some businesses can improve reporting with their current systems. Others may benefit from a more centralized model or warehouse depending on complexity, scale, and reporting needs.

What if our data is messy?

That is common. Many projects begin by identifying inconsistent fields, duplicate logic, unclear KPI definitions, manual reporting steps, and unreliable source data.

Can you train our team after the dashboards are built?

Yes. Training and handoff can include dashboard walkthroughs, KPI documentation, usage guidance, refresh logic, and maintenance recommendations.

How do we know which reports should be modernized first?

A practical starting point is to prioritize reports that are high-frequency, high-visibility, manually intensive, or frequently questioned by leadership.

Ready to Build a Clearer Reporting Environment?

Synova helps businesses move from manual reporting and fragmented data to trusted dashboards, standardized KPIs, and stronger decision-making.

Schedule a Consultation Take the BI Readiness Assessment

Stronger Data. Stronger Decisions. Stronger Businesses.

When Reporting Becomes a Bottleneck

Common Reporting Issues

Business Impact

A Practical Approach to BI Modernization

That Means

And Better Visibility

Analytics & BI Modernization Services

Business Intelligence Modernization

Dashboard Development

KPI Standardization

Reporting Automation

Data Consolidation

Self-Service BI

Built for Organizations Ready to Improve How They Use Data

Good Fit For Organizations That

Also Useful When Teams

How Synova Works

Assess

Align

Modernize

Enable

Improve

Why Businesses Work With Synova

Business-First Thinking

Practical Implementation

KPI Clarity

Scalable BI Foundations

Clean User Experience

Ready to Modernize Your Reporting?

See where your reporting stands, what it may be costing you, and how to improve it.

Find Out How Ready Your Business Is for Modern BI

How does your team currently create recurring reports?

Manual Reporting Stage

How Much Is Manual Reporting Costing Your Business?

What Reporting Challenge Are You Trying to Solve?

Important reports are still built manually.

Different teams report different numbers.

Leadership cannot get clear answers quickly.

Business data is scattered across disconnected systems.

The business wants AI, but the data foundation is not ready.

Replace fragile spreadsheet workflows with scalable reporting.

Build a trusted KPI layer.

Design reporting around executive decisions.

Create a cleaner analytics foundation.

Prepare the business for AI-ready analytics.

From Manual Reports to Trusted Dashboards

Before Synova

Fragmented reporting view

After Synova

Trusted executive dashboard

A Clear Roadmap for BI Modernization

Discovery

How Synova Turns Fragmented Data Into Clear Business Insight

Raw Data

Data Cleaning

Data Model

KPI Layer

Dashboards

Decisions

Raw Data

See What Clearer Reporting Can Look Like

Executive Performance Command Center

Performance vs Target

Leadership Exceptions

Executive Decision Notes

Metric Definitions

Trust Checks

Executive Drilldown Map

Leadership Review Flow

Metric Ownership

Interactive Filters

Sales Pipeline & Conversion Dashboard

Pipeline Stage Health

Deal Movement Alerts

Rep Performance Snapshot

Sales Metric Definitions

CRM Data Quality

Sales Manager Review Flow

Recommended Actions