Management Reporting
A management pack is useful while the decisions it informs are still open. We build packs that reconcile to the ledger and arrive in that window.
Questions we help answer
- Why does the management pack take so long to produce after month end?
- Which figures in the pack can we trust, and which are estimates nobody has labelled?
- What should the board see weekly, and what only monthly?
- Why does reported revenue differ between the pack, the store and the ad platforms?
- Can the pack show performance by entity, channel and product without manual work?
What we do
Pack design
A board pack and supporting operational reports with each metric defined, sourced and tied to the decision it informs.
Source reconciliation
Store, marketplace, payment and advertising data reconciled to the ledger and bank, with each difference explained or listed as open.
Automated production
Data extraction and pack generation scheduled from the accounting and commerce systems, replacing manual exports.
Close calendar
A month-end timetable agreed with the finance team and accountant, with owners for each reconciliation and journal.
- How an engagement with THEFOCUS startsDiscuss this with us
How we approach it
- 01
Reconcile first
No figure enters the pack until it agrees with the ledger or carries a labelled difference.
- 02
Define once
Each metric has one written definition and one source system, reused across every report.
- 03
Shorten the close
Bank feeds, matching rules and scheduled extracts remove manual steps from the close, and the calendar names who does what by which day.
Relevant industries
How an engagement with THEFOCUS starts
A first conversation is about your situation. If there is a fit, we propose a scoped diagnostic with a fixed deliverable before any larger commitment.
Discuss this with us01
A working conversation
Forty-five minutes with the person who would lead the work. We ask about the decision, the systems behind it and the deadline.
02
A scoped diagnostic
Read-only access, a fixed timeframe and a written finding: what the records show, what it costs and what to change first.
03
A plan you can act on
Changes, owners, measures and exclusions in writing. The same team then builds and measures, or hands over cleanly.
- One accountable team
- The people who diagnose also build the systems and measure the result.
- Partners chosen per problem
- Independent specializts join for the parts that need them, under one contract.
- Records before dashboards
- Orders, ledgers and logs are reconciled before any recommendation depends on them.
Questions executives ask
Will this replace our accountant's monthly accounts?
No. Management reporting sits alongside the accounts your accountant prepares. We agree definitions with them so the pack and the accounts reconcile.
Which tools do you build packs in?
Usually the accounting system's own reporting plus a spreadsheet or BI tool your team already uses. The definitions and reconciliation travel with you if you change tools.
Discuss this with us
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