Reports and visibility
How do I combine data from different systems into one dashboard?
Define common identifiers such as customer, location, order, or date so records from different systems can be matched correctly. Clean and transform the data before it reaches the dashboard, and agree on the calculation for each metric. The dashboard should read from a controlled reporting layer rather than rebuilding logic in every chart.
What to check
- What fields can reliably link records across systems?
- Are metric definitions agreed before dashboard work starts?
- Where will data cleaning and calculations happen?