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Scope, price and timeline published on every engagement page Engineers assigned within 3 working days of kickoff Your repositories, cloud accounts and licences stay in your name
Data & AI Fixed scope

Metabase Reporting Setup

Dashboards your leadership team will actually open, built on governed queries rather than ad-hoc SQL.

Delivered in

9 working days

Revisions

One round, included

Ownership

Yours from day one

Overview

What this engagement is

Most dashboard projects fail because they show everything. We start from the five decisions your leadership makes each month and build backwards. Metabase is installed and connected to your warehouse or read replica, a governed model layer is set up so filters behave sensibly, and four dashboards are built with the definitions agreed in writing first. Row-level permissions keep salary data away from the sales team. Scheduled email digests go out on Monday mornings so the numbers reach people who never log in.

Deliverables

What lands in your repositories

7 items
  • Metabase installed and connected to your database or warehouse
  • Governed model layer with joins, metrics and filters preconfigured
  • 4 dashboards covering revenue, operations, product usage and marketing
  • Permission groups with row-level access rules where needed
  • Scheduled email and Slack digests for recurring reports
  • Metric definitions documented and agreed in writing
  • Training session for the people who will build their own questions

Outcomes

What changes once it ships

Recurring questions get answered without an analyst in the loop

Access rules stop sensitive figures leaking across teams

Definitions written down, so numbers stop being contested

Process

How the 4 stages run

  1. 01

    Frame

    we agree the decisions each dashboard is meant to support

  2. 02

    Connect

    database access, model layer and permissions are configured

  3. 03

    Build

    dashboards drafted, reviewed with the owners, then refined

  4. 04

    Enable

    training so your team can answer new questions without us

Booked most often by

  • Companies buying reporting tools they never finish configuring
  • Leadership teams asking the same questions over email every week
  • Analysts drowning in one-off data requests

What we need from you

  • Read access to the database or warehouse the reports will run on
  • Named owners for each dashboard who can approve the definitions
  • An hour of your team for the training session

These are collected in the technical brief that opens in your dashboard the moment payment clears. The clock starts when they arrive, not before.

Answers

Questions this engagement raises

Metabase is open source, cheap to run and enough for most teams. If you are committed to the Microsoft stack we will build the same thing in Power BI.

Only through a read replica. Reporting queries on a primary database cause outages, and we will not set that up.

Small datasets work directly off a replica. Beyond that, the warehouse package comes first.

This is engineering work, not a physical product — nothing ships and there is no stock to run out of. Delivery is to the working days stated above, into systems you control, and the refund terms set out what happens if we miss the date.

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Capacity open this month

Read the scope. Know the price. Start on Monday.

No discovery calls to find out a number, no statements of work that take three weeks to sign. Pick the engagement that matches the problem and we assign the engineers.