One model
ERP, point of sale, payroll and spreadsheets pulled into a single warehouse with definitions everyone has signed off.
Data and analytics
Forge Insight
Executive dashboards fed by a warehouse that reconciles to your ledger.
One modelDaily, not monthlyIt reconcilesBudget and forecastBranch and product viewsAlerts
The problem it solves
Daily numbers that reconcile to the ledger
The board asks a simple question and it takes three days and four spreadsheets to answer, and when two managers bring numbers they disagree. The data exists. What is missing is one place where it has been reconciled and agreed.
Data and analytics
What it does
Everything included
Daily, not monthly
Sales, margin, cash and stock on a screen each morning instead of a report weeks later.
It reconciles
Figures tie back to the ledger, which is what stops the meeting becoming an argument about whose number is right.
Budget and forecast
Actuals against budget, with forecasts that update as the month progresses.
Branch and product views
Performance by branch, product and salesperson, so the averages stop hiding the problem.
Alerts
Told when something moves beyond a threshold, rather than discovering it at month end.
Who it is for
It fits best when this sounds familiar
- Groups with several branches or entities to consolidate
- Boards receiving management accounts too late to act on
- Retailers needing margin visibility by product and branch
- Any business where two reports disagree
Why this one
What makes it different
- Reconciliation to the ledger is the requirement, not an aspiration
- Definitions agreed with your finance team before anything is built
- Works with the systems you already have, including the spreadsheets
- Built so your team can add measures without calling us
How it goes in
From first conversation to live
Demo
We show you the real system with your kind of data in it, not a slide deck. Half an hour, no charge, no obligation.
Discovery
We sit with the people who will use it, map how you work today and agree what success looks like. You leave with a written scope and a fixed price.
Configure and migrate
Set up around your processes, with your existing data brought across and checked against what you have now.
Train and go live
Training by role, a parallel run where it matters, and we are on site for the first days.
Support
Agreed response times and a quarterly review of what to improve next. Written into the contract, not sold on later.
Questions
What people ask about Forge Insight
Do we need to replace our systems first?
No. This sits on top of what you already run. It is often the fastest way to get value out of systems you have already paid for.
How current are the numbers?
Daily by default, and more often where it matters, such as sales during a peak trading period.
Who maintains it?
You can, and that is deliberate. We hand over the model and train your team, with support available when you want it.
Also from Dataforge
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Worth reading
Practical notes for people who run systems
One email when we have something genuinely useful: a security warning worth acting on, a change in fiscal rules, or a pattern we keep seeing go wrong. No campaigns, and you can leave at any time.
Tell us what is not working.
One conversation, no charge, no obligation. If we are not the right people for it, we will tell you who is.