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Insights on management reporting

One set of numbers, cut differently for each reader. Most of what we have written on reporting starts there.

The keeper of the truth cannot be someone with a stake in what the truth turns out to be. (read where we wrote it)

5Pieces from our team on reporting

Read the pieces in full, from the source data to the board

What does our team say about the numbers a board reads?

CA Mallavarjalla MounikaTwelve months of investor updates and board minutes let an investor check what management promised against what the company then delivered.
From "What investors look for in a data room"
Sriram ChidambaramIf the sales team owns the revenue data, revenue will drift optimistic, not through dishonesty, but through the natural pull of incentive. If operations owns the delivery data, delays get quietly softened.
From "The Information Stack, explained"
Srikar KedarisettyAccounting is the system of record for what happened. MIS is the system of view for what is happening. Planning is the system of decision for what should happen.
From "Integrating Accounting, MIS, and Planning Tools"
Sriram ChidambaramWhoever populates the fields learns more about the company's commercial position than any report will tell them.
From "The five contract numbers that belong in your board pack"
Karthik BeknalJudge the page by the meeting it produces. If most of the hour goes on where a number came from, the page carries too much or the numbers are not trusted. If it ends with three or four decisions, each with a named owner, it is working.
From "The one-page monthly review for doctor-founders"