Bring together the indicators that inform your decisions
Reliable reporting starts with shared definitions, accessible sources and an appropriate frequency. Kanexio defines indicators, reconciliations, access rights and checks before building dashboards.
The same indicator can have several definitions
The chain that makes a dashboard understandable
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Definitions
Name indicators and their frequency precisely.
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Sources
Identify the tools and authoritative data.
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Reconciliations
Check identifiers, duplicates and corrections.
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Decisions
Build views suited to the audience and its access rights.
Data may come from the CRM, advertising platforms, analytics, email marketing, invoicing or internal spreadsheets. Before aggregating it, identify the source of truth, shared identifiers, duplicates, manual corrections and the people responsible.
Kanexio first documents what each indicator means, who can view it and how often it needs to be updated. Connectors, the data warehouse and the visualisation tool are then selected according to available access, contractual constraints and the expected level of control.
For an energy performance certification practice, views could, for example, cover acquisition, the pipeline, production and invoicing. This structure remains a scoping scenario: the final screens and indicators depend on the processes, data actually available and decisions to support.
Our typical reporting stack
Multisource connectors
Useful sources are connected when their APIs, access rights and terms allow it. Collection frequency is defined source by source, and failures are logged.
Decision-focused views
Views are organised around decisions, audiences and access rights. Their number and the visualisation tool are defined after scoping.
Scheduled summaries
A summary can be sent according to an agreed schedule. Recipients, comparisons, thresholds and links to source data are documented.
Controlled alert rules
Thresholds, comparison windows, exceptions and recipients are made explicit. An alert flags a difference to examine; it does not replace human analysis.
Draft reports
For recurring activities, a draft report can be assembled from validated data. Checks and approval before sending remain defined with the team.
Access and governance
Roles, logs, retention, processors and transfers must be verified for each architecture. No tool on its own makes processing GDPR-compliant.
Prepare an initial list of indicators
This list is generated solely from your two selections in the browser. It is neither a recommendation nor a quote. Definitions, sources, access and limitations must be validated during scoping.
Your questions about automated reporting
How much does a Kanexio reporting stack cost?▾
The displayed Kanexio terms for this offer are setup from €3,800 to €8,200 depending on scope, followed by optional maintenance at €290 per month. Licences, usage and third-party services are charged separately at their current rates. A quote specifies the included sources, views, checks and responsibilities.
Looker Studio vs Power BI vs Tableau?▾
The choice depends on the existing stack, available connectors, administration rights, sharing needs, reversibility and total cost. Kanexio compares current offers and terms after scoping, without assuming that one tool suits every SME.
Does my data leave Europe?▾
The tool's name is not enough to answer. You need to check the location of each dataset, processors, transfers, access, contracts and retention periods. A self-hosted option may change the architecture but does not guarantee compliance on its own.
How long does deployment take?▾
The schedule depends on access, data quality, reconciliations, approvals and testing. Kanexio distinguishes scoping, prototyping, checks and handover. The contractual timeline is confirmed after the audit.
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