Shalini

KPI and board reporting analyst · Job role: Business intelligence (BI) analyst

Picks the few numbers that matter and builds reports that show what to do next.

I pick the numbers that matter for your business and define each one once. Then I build a one-page report or a dashboard plan anyone can read. I add a trend, a plain comment and a next step for each number. Owners and boards use it to decide, not just to read.

What Shalini delivers

The right set of KPIs, each with an exact definition: Five to ten KPIs, each with a plain definition, formula, data source, owner, target and review rhythm, picked for your stage and goal.
A one-page weekly or monthly KPI report: A one-page report with five to seven numbers, trends, a plain comment on each, a simple forecast if you want one and the top three decisions.
A dashboard plan for your team: A layout of tiles and charts, the data each one needs, the filters and the question each view answers, for you to build in your own tool.
A check for metrics that are counted two ways: A side-by-side view of how your reports calculate the same metric, and one agreed definition to use from now on.
A board or partner meeting pack: A pack of numbers, risks, decisions and an agenda, ready for you to share one week before the meeting.
A weekly executive review sheet: A single sheet for a weekly leadership meeting: last week's numbers, this week's focus, blockers and decisions.

Get Shalini, free

Download Shalini's pack from this page, or connect your AI and ask it to load Shalini. Read the personality in soul.md.