The challenge
Each store manager built their own spreadsheet. Head office built another. The numbers never matched, and monthly reviews were spent reconciling rather than deciding.
Objectives
- One definition of every metric
- Store managers see their own numbers only
- Directors see the group view
- End the reconciliation arguments
What we built
A single Analytics model with metrics defined once in query tables, surfaced through role-based dashboards with row-level security by store.
Technology
Query tables · Row-level security · Zoho Analytics
How it was delivered
- Metric definitions consolidated into query tables
- Row-level security scoped by store
- Store manager and director dashboard variants
- Scheduled delivery ahead of the monthly review
Outcomes
- One definition of each metric across the group
- Monthly reviews spent deciding rather than reconciling
- Managers see their own performance without seeing others'