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KPI & Dashboard Strategy for a Growing Business
Role
Independent Product Owner (Analytics + Strategy Focus)
Client
Mid-Sized Services Firm
The Challenge
The leadership team managed KPIs via spreadsheets, creating fragmented visibility across departments. Lack of real-time data slowed decisions, reduced accountability, and left teams misaligned on business goals.
My Role as Product Owner
KPI Framework: Defined a business-aligned KPI framework tied to growth and efficiency goals.
Data Strategy: Partnered with stakeholders to determine which metrics mattered most and why.
Dashboard Development: Led the creation of Tableau dashboards for sales, operations, and finance.
Adoption Enablement: Trained leadership and team members to use dashboards for decision-making.
The Outcome
Delivered a real-time dashboard suite covering sales, customer churn, and operational performance.
Decision-making speed improved by 40%, with leaders accessing insights instantly.
Increased accountability as each department owned measurable KPIs.
Impact
The company shifted from reactive reporting to proactive, data-driven strategy. Leaders could align around shared goals and respond faster to market changes.