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GUIDES

Don’t Dread KPI Reporting—Automate It Instead

Devon Tackels

Head of Communications, Sigma

It’s that time of the month again. We all know the drill: it’s time to report on your team’s Key Performance Indicators (KPIs). There’s an executive meeting down the hall tomorrow. The whole room wants to know how the marketing lead funnel is doing, if the new sales strategy is paying off, or whether those product updates increased customer engagement. Now you’ve got to spend several hours pulling data from various software tools and combing over spreadsheets to get your boss the latest numbers. No matter what department you work in, you can’t seem to escape it.

Monthly—or even weekly—reporting is necessary. It helps us understand how well a given strategy is working towards the quarterly goals. We all get it. But that doesn’t make the act of scraping data and crunching numbers any more fun. Now you have to spend time (most likely in the evenings, am I right?) slicing and dicing data and building that beautiful color-coded spreadsheet for tomorrow’s presentation. Better grab another coffee and settle in with your headphones. It’s going to be a long night.

Or is it? You just remembered that you put in some time earlier this quarter to aggregate all the data sources in your cloud warehouse. You built a few worksheets in your analytics tool, and scheduled reports that will hit your boss’s inbox (or Slack) at precisely 4 pm. It looks like you’ve got the evening off, rockstar. Nice work.

If this scenario sounds like something you’d like in your life, keep reading. With a little elbow grease, you too can live the data rockstar life and get your evenings back at the end of every month. Here’s our simple 3-step playbook for automating your monthly reports with a modern cloud analytics stack.

 Aggregate data in the cloud warehouse

Software is great. Today’s tools make it easy to get insight into every corner of your business. From your website to your sales pipeline, to your product’s clickstream data—it’s all at your fingertips. The only problem is that it’s not centralized, and you have to go hunt for that data and compile it yourself. Right? Wrong.

With your cloud data warehouse (see: Snowflake, Amazon Redshift, and BigQuery), you can pipe your data from every SaaS app or service (even your product) right into the warehouse. There, it’s accessible to all and easy to report progress. But how do you make it happen?

Build the perfect data pipeline

ELT solutions like Fivetran have hundreds of connectors that take minutes to set up. You no longer have to spend weeks or months building a custom data pipeline. Let the connectors do their job so you can relish in a centralized data store that is fast, secure, and built for the modern age. Once data is in your warehouse, you can eliminate silos and make it possible to have a central source of data truth.

Want to learn more? Read our recent eBook.

Make cloud data accessible with an analytics tool

Now that your data is live in the warehouse, you’ll need an analytics solution (like Sigma) to make sense of all the raw data. Analytics tools make it possible to explore your data, visualize trends, and make discoveries to power better decisions.

With Sigma, connecting to your database is a breeze. You can either start exploring data right away or create a data model that ensures everyone is using endorsed tables and getting the right answers. This makes building worksheets, dashboards, and reports easier because you can trust the information your data team has given its blessing.

The best part? You don’t have to be a SQL guru to ask the tough questions or build visual dashboards (adios, ad-hoc queues with the data team). Sigma’s visual interface does all the heavy lifting.

Team workspaces make worksheets and dashboards easy to access. Anyone can build on other’s work, ask follow-up questions, and build compound analytical interest along the way. There’s no need to rebuild that spreadsheet every month. Work smarter, not harder, the next time you have to report on KPIs.

Automate insights with scheduled reports

Now comes the fun part: automating insights. By scheduling reports, you eliminate hours of manual number crunching each month. This means you can be more efficient and focus on those higher-impact tasks you want to accomplish.

Sigma makes it simple to send reports and dashboards to those who need it most. Cut out the middleman, impress the boss, and sit back at the end of the month as reports come to you—and your entire team.

Here are three easy ways to automate report delivery so you don’t have to think about it next month

It’s time to get your evenings back

A little time spent upfront automating your KPI reporting can shave hours off those long weeknights (and weekends?) that you’ve been putting in at the office. If you’re ready to take back control, we’re here to help. You’ll feel better, and your boss will love you for it.

Ready to automate your KPI reporting?

Give Sigma a try for free.

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