Stakeholder discovery
Short interviews to understand who uses the reports, what decisions they support, and where trust breaks down.
Start here
BI reporting audit for dashboards, KPIs, and data workflows.
The Reporting Reality Check is a focused BI reporting audit for teams stuck with manual reports, unclear KPIs, disconnected data sources, and dashboards leadership does not fully trust.
What’s included
A practical audit before a bigger build.
Before rebuilding dashboards or automating workflows, it helps to know exactly where the reporting process is failing. This engagement maps the current state, identifies risk, and gives you a prioritized plan.
Report and dashboard review
A focused review of key dashboards, spreadsheets, recurring reports, and metric logic.
Data source inventory
A plain-English map of source systems, exports, manual steps, and refresh points.
KPI and definition gaps
A list of places where metric definitions are unclear, duplicated, or inconsistent.
30/60/90-day roadmap
A prioritized action plan you can implement internally or with Borrowed BI support.
Clear handoff
Recommendations and documentation that make the next step easier, whether you implement it yourself or with support.
Is this the right fit?
A good first step when the problem is still unclear.
You leave with a clear view of what is working, what is not, and what to fix first.
Common signs
- Finance and program totals disagree.
- Monthly numbers need manual reconciliation.
- Teams define the same KPI differently.
- The authoritative data source is unclear.
Good fit when
- The problem has not been diagnosed yet.
- Several reports, systems, or definitions may be involved.
- You need priorities before starting implementation.
Choose something else when
- The exact repair is already known and scoped.
- You only need immediate, hands-on implementation.
- The request is emergency troubleshooting.
Pricing
Start with a contained audit before committing to a larger build.
Two focused options keep the engagement clear. The right fit depends on how many reports, data sources, and stakeholders need to be reviewed.
Pricing notes
- Visualization, database, warehouse, ETL, hosting, and other software licenses are not included.
- Project fees are billed in advance unless otherwise agreed.
- Additional work beyond included scope is billed at $175/hour with approval before overage work begins.
- Hour banking is available only for monthly Fractional BI Support plans, not one-time project work.
Common questions
Reporting Reality Check FAQs
Clear answers for teams deciding whether this is the right kind of BI help.
What is a BI reporting audit?
A BI reporting audit is a practical review of dashboards, reports, metrics, data sources, and reporting workflows to identify what is working, what is broken, and what should be fixed first.
When should a team do a reporting reality check?
It is useful when leaders do not trust reports, teams define metrics differently, manual reporting takes too much time, dashboards are underused, or nobody is sure which reporting problem to tackle first.
What does Borrowed BI review during the audit?
Borrowed BI reviews the reporting workflow, dashboards, source data, metric definitions, refresh process, stakeholder needs, and the gaps causing confusion or rework.
Do we need to know exactly what is broken before starting?
No. The point of the Reporting Reality Check is to help identify the problems clearly and separate urgent fixes from lower-priority cleanup.
What do we get at the end?
You get a practical set of findings and priorities that explains where reporting is breaking, what should be fixed first, and what can wait.
Related BI support
What usually comes next.
Most teams move from the audit into dashboard rescue, reporting automation, or ongoing Fractional BI Support. If the issue spans more than one system, BI Consulting is worth a look too.