Source, period and cutoff
Record the source system or file, owner, read access, date range, time zone and cutoff. Note delayed sources to avoid comparing different periods.
Report automation
Know where every number comes from.
Bring data from your business in Vietnam into a recurring report or dashboard that owners and local teams can interpret using the same sources, periods and metric definitions.
Search
Clicks
Enquiry register
Received enquiries
Order register
Paid orders
1–7 October 2026 · UTC+7
ClicksSearch data
EnquiriesEnquiry register
RevenueNo source supplied
Missing source: review before release.
Scope to agree
- 01Choose sources and define the metrics
- 02Reconcile before releasing a report
- 03Schedule, changes and running costs
Choose one report, its readers and the decision it should support. Agree the report language, time zone and currency labels where relevant. We agree sources, calculations and reconciliation before automating; missing data is not replaced with zero.
AT A GLANCE
A report with an explicit period, traceable sources and a clear complete or incomplete status.
- Input
- Agreed sources and reporting period
- Output
- A report or dashboard with defined metrics
- Cost
- Based on sources, templates and update schedule
Sources & metrics
Choose sources and define the metrics
A report is useful when its readers understand the same number in the same way.
Keep different metrics separate
Views, contact-link clicks, received enquiries and orders are separate measures. Agree filters, statuses and deduplication; do not add them together as a customer count.
Choose an output for its readers
Select a spreadsheet, recurring report or dashboard around how the team works. Define pages, charts, filters and viewing permissions in the scope.
ILLUSTRATION · FICTIONAL DATA
One period, different measures
Compare the source and meaning of each row before interpreting the result.
A fixed illustration with fictional data, not client results. There is no upload, service connection, AI execution or data submission. Expandable sections only reveal predefined explanations.
Clicks, enquiries and paid orders are different measures.
- Clicks
- Enquiries
- Paid orders
Sample status: revenue source missing — review the scope before release.
| Metric | Sample value | Fictional source |
|---|---|---|
| Search clicks | 120 | Sample search export |
| Contact-link clicks | 40 | Sample website interaction log |
| Enquiries received | 12 | Sample enquiry register |
| Paid orders | 3 | Sample order register |
| Revenue | Not provided | No source supplied |
Why not add these values together as customers?
Each row measures a different action. No matching key establishes that the 12 enquiries came from the 40 clicks, or that the 3 orders came from the 12 enquiries, so this example does not calculate a conversion rate between these sources.
Handling the missing revenue row
“Not provided” does not mean zero revenue. The reviewer must supply the revenue source or approve a narrower report scope, with the omission clearly stated.
Checks & approval
Reconcile before releasing a report
Successfully generating a report does not establish that all sources are present or calculations are correct.
Check against the source
Compare row counts, totals and selected sample records with their sources, and record retrieval time. Acceptance criteria define how discrepancies are detected.
Show what is missing
Flag failed sources, late data and changed formats. If essential information is missing, the report must show that it is incomplete rather than appear final.
Assign a reviewer
Identify who checks results before sending or granting access. If an AI summary is added, it must stay within the calculated data and be reviewed separately.
Schedule & handover
Schedule, changes and running costs
Handover covers how to read the report and maintain it when sources or requirements change.
Schedule and recipients
Agree frequency, recipients, access and how to flag data that is not ready for the reporting period. Automatic delivery is enabled only under approved conditions.
Track calculation changes
Keep metric definitions, filters and the effective date of changes. When the method changes, explain the limits of comparisons with earlier periods.
Separate setup from operation
Implementation depends on sources, report templates and update frequency. Tools, APIs, storage, optional AI and support have separate costs; time saved needs to be measured after launch.
HOW WE WORK
Clarity at every step.
Choose the report
Review the current report, its readers, reporting period and the decisions or work it should support.
Agree sources and definitions
Define access, data fields, metrics, filters and rules for missing or duplicate data.
Build and reconcile a sample
Compare a sample report with its sources, test missing data and approve the presentation.
Hand over the schedule
Provide metric definitions, reading instructions, access and a person responsible for source failures.
PRICED BY SCOPE
Define the work before the quote.
Send your requirements and sample material so we can define a suitable scope.
Request a quoteWhat determines the cost
- Data sources, access permissions, workflow steps, connected systems and the cases requiring human review.
- Development and testing are separate from platform, hosting, AI usage where applicable and maintenance costs. Start with a small workflow before extending it.
FAQ
Before we begin.
A few useful answers to help define the right scope.
Can you use several data sources?
We can assess this, but access, formats and matching keys must be confirmed for each source. Records are not assumed to match merely because they cover the same dates.
Will the report update in real time?
Frequency depends on sources, APIs, tool limits and the requirement. We agree a suitable schedule rather than assuming instant updates.
Can reports be sent to the team automatically?
This can be scoped after agreeing recipients, permissions, schedule and release conditions. Missing sources or outstanding approval need a separate handling rule.
Are the example figures a client's results?
No. They are fictional figures illustrating periods, sources and different metrics. They do not demonstrate business results or service performance.
What is needed for a quote?
A redacted example report, source list, frequency, readers and existing definitions. Integrations, dashboards and an AI summary are confirmed within a specific scope.
Reports & dashboards
Let’s define the work you need.
Share your goals, available material and preferred timing. We will clarify the work, deliverables and cost.