A 4-week engagement that designs your KPI tree, picks the north-star metric your whole business orbits, ships the live dashboard, and trains the team to actually use it. So your Monday standup stops being "what did we ship" and becomes "what did we move."
SA exco meetings have one universal trait: 50 slides of charts and no decisions made. Why? Because the metrics are wrong. Here's the pattern.
Twitter followers. Website hits. Trial signups. Numbers that go up forever and tell you nothing. They feel like progress, they're not. Boards eat them, businesses starve.
Revenue. Margin. Customer count. Numbers from last quarter. Useful for accounting; useless for steering. By the time the chart shows a problem, it's six months old.
Finance's revenue number disagrees with Sales' revenue number disagrees with the dashboard. No single source of truth = no trust = each team builds their own spreadsheet.
The dashboard has 47 metrics. None of them have a person. When churn spikes, who fixes it? When activation drops, who calls the meeting? Diffuse accountability = no accountability.
Every healthy KPI framework has the same shape. One north-star at the top — what the business is for. Five leading indicators below it — what moves the north-star. Fifteen operational metrics at the base — what each team owns weekly.
Most teams pick the wrong north-star — too far from value, too easy to game, or too lagging. We score candidate metrics against five tests; only candidates that pass all five make the cut.
The north-star is industry-shaped. A SaaS north-star doesn't fit an e-commerce business; an e-comm north-star doesn't fit a marketplace. Here's how the shape changes by model.
We're tool-agnostic. We meet your data where it lives — Snowflake, BigQuery, Postgres — and ship the dashboard where your team will use it.
Not a 60-page strategy PDF. Six tight artefacts your team can act on this week. The dashboard is live in your tool, the playbook is in your Notion.
The full hierarchy on one page. Each metric definitionally exact, with a formula, a data source, and a named owner. Editable by your team, versioned in Git.
For every metric: what it is in English, the SQL behind it, the unit, the cadence, the threshold for "green", the owner. So everyone agrees what "active user" means.
The executive view + 5 functional team views. Auto-refreshed from your warehouse. Embeddable in your intranet. Mobile-optimised.
The transformation layer between raw sources and dashboards. Versioned, tested, documented. Your team owns and maintains it.
The weekly metric review meeting agenda. Monthly business review template. Quarterly board readout. So the dashboard is used, not just owned.
2-hour training session for exec + data leads. Markdown runbook for the top 10 issues (broken pipe, metric drift, etc.). 30 days of Sitect on-call.
You'll spend ~10 hours across the engagement — most of it in week 1 (strategy workshop) and week 4 (training + readout). The middle two weeks we're building the data model and shipping the dashboard.
Strategy interviews + workshop. North-star candidates listed, scored, picked. Leading + operational metrics drafted.
Metric definitions written. Data sources mapped. Owner per metric assigned. Glossary signed off.
dbt models built & tested. Dashboard shipped in your tool. Stakeholder review of v1.
Cadence playbook handed over. 2-hr training for exec + data leads. Board readout delivered. 30-day on-call begins.
Aggregated across our deployed scorecards. Your numbers will be yours — these are the order-of-magnitude bracket.
Fee fixed in writing. The dashboard lives in your tool, the data lives in your warehouse, the playbook lives in your Notion. You own everything from day one.
If yours isn't here, send us your last board pack — we'll come back with a written critique of your current metrics in 48h. No sales call.
Email us your most recent board pack or monthly KPI report. Within 48 hours one of our senior partners will come back with a written critique: which metrics are vanity, which are lagging, what's missing, and what your real north-star should probably be. No sales pitch.