SMITH INNOVATION STUDIO / PRACTICE TOOLKIT

Practice reporting decision sheet

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Use one recurring job. No client names or confidential details are needed. This is a worksheet, not a firm-specific recommendation.

1. Choose three decisions the management meeting must make.

2. For each, define the metric, source, owner, update frequency and action it triggers.

3. Compare the metric in current reports and resolve differences in definition.

4. Trial one view with a visible last-updated time and a way to flag incomplete data.

Your small trial

Before you build: Check native dashboards and exports before building another reporting system.

Review point: Make freshness and missing data visible. Time released is not automatically cash saved.