Reporting Estate Audit
You have 140+ dashboards but nobody trusts any of them. Map the landscape, find the gaps and the noise.
Built for: Head of Data, BI Lead
You cannot govern what you have not mapped. Before any cleanup, migration or governance programme, somebody has to answer: what do we actually have, who uses it, and what is it for? That inventory is the audit, and it is the piece most teams skip and then regret.
List your reporting assets, or describe the estate in a paragraph and let the AI prefill the list, and the tool maps the landscape: coverage against what the business needs, duplication, orphaned reports, and where consolidation pays off.
What you get
A full map of the estate: dashboards, reports, feeds, spreadsheets, with owner and audience
Coverage gaps: the decisions nobody has a trusted number for
Duplication and consolidation opportunities, with the savings attached
A recommended sequence: what to fix, merge or archive first
How it works
Step 1
Answer a few questions
Plain-language questions about your situation. No setup, no credentials, nothing to install.
Step 2
AI analyses your answers
The analysis runs against the patterns I use in real engagements, the same frameworks, pointed at your numbers.
Step 3
Keep and share the report
A structured result you can save, re-run later, and take straight into a leadership conversation.
Questions, answered honestly
Pairs well with
Free tools that pick up where this one leaves off.
Dashboard Autopsy
Drowning in dashboards, starving for insights? Paste your list. Get a kill/keep/merge verdict.
Data Access & Governance Matrix
Between the Wild West and the Data Fortress lies the sweet spot. Build your role-based access framework.
Reporting Pyramid Builder
Structure your metrics into a governed hierarchy that drives decisions, from Board Pack to operational pulse.
Run it on your own numbers
Sign in free, answer the questions, and get a personalised result you can keep, re-run and share. It takes minutes, and it is the same framework I use in paid engagements.
30-minute call, no obligation. If it isn't the right fit, I'll say so.
Prefer a human? The full version of this analysis is part of the fixed-fee audit.
If the audit is preparation for a platform move, that is exactly how my migration assessment. Want help interpreting your result? .