Naviga · Reporting

One set of numbers everyone will stand behind.

Order reporting is widely mistrusted, usually because nobody agreed what the numbers mean. We build from written definitions, reconcile to billing, and connect the ad server and ledger data the reports need to be complete.

When this is the right engagement

  • The sales report and the billing report disagree
  • Month-end takes days because the position is rebuilt by hand
  • Leadership wants a board-level view and gets a screenshot
  • Booked, delivered, and billed live in three systems and are compared in a spreadsheet
  • Delivery data never reaches the account record

What you get

  • Agreed metric definitions, written down, for booked, delivered, billed, and make-good
  • Seller, ad ops, and leadership views built on those definitions
  • Ad server and billing data joined to the order, so delivery is part of the record
  • A month-end position that comes from the system rather than a reconstruction
  • Data warehouse or BI connection when native reporting is not enough
  • Training for the people who will read them

How it runs

  1. 01

    Agree the definitions

    In writing, with the people who will argue about them.

  2. 02

    Audit the data that feeds them

    Missing delivery, wrong products, and stale orders show up here, not in the boardroom.

  3. 03

    Build and reconcile

    Views by role, checked against billing for the same period.

  4. 04

    Roll out by role

    Sellers see their book, ad ops the campaigns, leadership the business.

  5. 05

    Review at the first two month-ends

    What people look at, and what they still export.

Work and news

Notes from Naviga engagements.

Case studies and announcements from work that runs on Naviga Ad.

Start with the stuck point

What should the order system be doing that it isn’t?

Bring the handoff, the reconciliation, or the make-good that keeps resurfacing. We will tell you whether it is a Naviga problem, a workflow problem, or a systems problem, and what to do about it.