Leadership and data · Live demo
KPI alert explainer: why did this number move?
When a KPI crosses its alert line, leaders ask why and get the causes from the systems behind the number.
Talk to Max at Brackenfield Advisory
Brackenfield Advisory is made up. Max is a real agent, set up the way we would set one up for your team. Talk or type and ask what your staff would ask.
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The problem
An alert says a number moved but not why. Leaders then spend a morning emailing division heads and analysts, and a one-off can get treated as a trend.
How it works
- Watches the KPIs you choose and sends an alert when one crosses its line
- Traces the change back to the records behind it
- Explains the main causes in plain words, largest first
- Compares it with the longer-term average to separate a trend from a one-off
- Suggests who can act on it and passes the details on
What it connects to
- Dana (chief operating officer)I got an alert that Consulting utilization dropped to 69 percent. Why did it move?
- AgentIt fell from 78 percent to 69 last week. Three causes: the Stonewick review paused for four days waiting on client data, leaving 11 consultants without chargeable work, nine people were at the partner offsite on Thursday and Friday, and six new graduates started.
- Dana (chief operating officer)Is it a trend or a one-off?
- AgentLooks like a one-off. The eight-week average is 76.5 percent, the Stonewick data arrived on Monday, and this week is tracking at 77 percent.
- Dana (chief operating officer)Anything I should act on?
- AgentThe six graduates finish induction on Friday with no engagement yet. Jules Fenton has analyst openings on Ardley Grain and Quenby Retail that fit. Want me to send her the list?
Illustrative conversation. Names, numbers and details are made up.
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