Reporting Systems
Pipeline Reporting Canvas — exec views that stay honest
Co-design dashboards that reconcile marketing sourced pipeline with sales commits without magical attribution.
What happens inside
We interview how leaders consume numbers today, then sketch a layered reporting model: operational tiles, weekly trends, and monthly narrative slides. Expect explicit notes on what the data cannot prove.
Facilitation toolkit
- Metric dictionary with caveats
- Layered dashboard storyboard
- Allocation model options with tradeoffs
- Reconciliation cadence between MAP and CRM
- Narrative prompts for board prep
- Drill-down guardrails to avoid noise
- Training snippet for frontline managers
Tangible outcomes
- Agreed primary and secondary KPI set
- Wireframes ready for BI build
- Honest limitations appendix
Noah Kim
Client success lead who previously ran revenue reporting for a B2B software unicorn.
Participant questions
Which BI platforms?
Looker, Mode, and Metabase are frequent references; we stay tool-agnostic where possible.
Will you access our warehouse?
Read-only access helps but is not mandatory if you can supply sample extracts.
What if sales distrusts marketing numbers?
We document reconciliation steps and assign owners—political alignment is part of the deliverable.
Recent participant notes
“The limitations appendix saved us from promising a attribution story we could not defend.”