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Reporting for CEOs and leadership teams

Your entire company. One intelligent view.

Connect the data across your business, ask questions in plain English and receive the answers, dashboards and actions you need to run the company with confidence.

Compass Reporting is configured specifically around your company, your systems and the metrics your leadership team is held to.

See how it works
compass.mxd.digital / meridian-groupExample
Meridian Group
Weekly leadership scorecard
Week 31Updated this morning
North Star · Annual recurring revenue
$0.0m+14.2% year on year
Target $33.0m · Owner, CEO
Day 1This month, day by dayToday
Growth
Revenue, quarter to dateWatch
CEOTarget $8.60m·$8.42m
New business wonOn track
CROTarget $1.80m·$1.94m
Qualified pipelineOff track
CROTarget $6.20m·$5.51m
Profit
Gross marginOn track
CFOTarget 60.0%·61.4%
EBITDA marginWatch
CFOTarget 18.0%·16.2%
Cash positionOn track
CFOTarget $4.00m·$4.36m
Customers and delivery
Logo retentionOn track
COOTarget 92.0%·94.2%
Delivery utilisationOff track
COOTarget 78.0%·71.4%
Compass insight

Utilisation is the constraint on EBITDA this quarter, not pricing. Two delivery teams are carrying unbilled overtime on the Northbridge and Halden accounts. Correcting scope on both recovers an estimated $96,000 and brings EBITDA back inside target.

Ask Meridian Group anything, for example why EBITDA moved this quarter
  • Revenue, margin and cash in one view
  • Every metric has a named owner
  • Deployed on your own servers
  • One number your leadership team agrees on
One view

One view across your entire company.

Your numbers already exist. They are just spread across finance, sales, marketing, the website, support and delivery, and nobody sees them together. Compass Reporting connects each system once and keeps a single company view current.

Example
Finance
Accounting · Invoicing · Payroll
Sales
CRM · Pipeline · Quotes
Marketing
Google Ads · Meta Ads · Search Console
Website
GA4 · PostHog · Conversion events
Customers
Support desk · Reviews · Retention
Operations
Projects · Delivery · Utilisation
Meridian Group
One company view
Revenue$486,200
Margin61.4%
Pipeline$1.24m
Retention94.2%

Connected once, current always

Each source is connected during setup and refreshed on a schedule, so the view you open is the position today rather than the position when somebody last built a deck.

Your definitions, not ours

Metrics are defined the way your business defines them, including the terminology your leadership team already uses, so the numbers need no translation in the room.

It runs on your own servers

Compass Reporting is deployed into your own infrastructure, so your company's data never leaves your environment. You keep the compliance position you already have, and access is controlled through your own permissions.

Ask anything

Ask your company a question.

Type the question you would otherwise send to three different people. Compass Reporting reads the connected data and answers it directly, with the evidence behind the answer and what it suggests you do next.

Example
Listening

Margin fell 4.2 points because delivery costs on two fixed-price projects ran over, not because pricing or demand moved. Revenue was up 12.4% over the same period.

Project overrun-3.1pt
Contractor mix-1.4pt
Pricing+0.3pt
Recommended next steps
  • Review the two overrunning projects with delivery this week
  • Re-scope the fixed-price template before the next quarter's proposals
SourcesAccountingCRMProject delivery
Questions leaders actually ask
Which marketing channels are generating our most valuable customers?What is causing the decline in conversion rate?Which clients are at risk?Where are we spending more without seeing additional growth?How much did we actually make on the Henderson account?Which of our services has the best margin?
What should the leadership team focus on this week?Build me a dashboard for customer retention.Prepare a board report for the last quarter.Are we going to hit this quarter's number?Why is cash lower than profit this month?Which team is closest to capacity right now?
What changed since last week that I should know about?Which deals have gone quiet in the pipeline?How long is it taking us to get paid?What is our cost per new customer, by channel?Show me revenue by service line against last year.Which customers have grown the most in twelve months?
Built for you

Dashboards built around your business.

Every company measures itself differently, so Compass Reporting is not a fixed set of templates. Your dashboards follow your structure, your commercial model and your goals, and you can ask for a new one whenever what you need to see changes.

Example
CEO overviewMonth to date vs target
  • Revenue
    $520k94%
  • Gross margin
    60%102%
  • New business
    $180k88%
  • Headcount cost
    $310k99%
  • CEO overview
  • Revenue and profitability
  • Sales pipeline
  • Marketing performance
  • Customer retention
  • Operational performance
  • Project delivery
  • Cash flow
  • Board reporting
From insight to action

Knowing is the start. Compass does the next part.

Reporting usually stops at the number. Compass Reporting connects to AI assistants and workflows, so the thing the data tells you to do can be started from the same screen that told you.

Example

Draft an email to an at-risk client

Sent to the account director for approval.

Ask the marketing assistant to investigate a campaign decline

Channel analysis returned in four minutes.

Create a follow-up task for sales

Assigned in the CRM with the supporting evidence.

Prepare a leadership summary

One page, written in your reporting language.

Notify the right person about an anomaly

Routed to the owner of the affected metric.

Recommend where budget should increase or reduce

Ranked by expected return on spend.

Produce an action plan

Owners, deadlines and expected impact.

Generate a detailed report

Branded and ready for the board.

Reporting stops being a record of the past and becomes the place where the business is managed.

Delivered to you

The important things reach you without being asked for.

You should not have to log in to find out something has changed. Compass Reporting sends the summaries your leadership team needs, and flags the things that need a decision.

Example
Monday executive summary
To the Meridian leadership team
Weekly

Revenue closed the week 12.4% ahead of the same week last month. Margin remains the watch item at 61.4%, driven by delivery overrun on two fixed-price projects.

  • RiskEnterprise pipeline down 18% for a third week
  • RiskDelivery utilisation below target for two weeks
  • WatchPaid search CPA above target since 14 July
  • WatchEBITDA margin 1.8 points under plan
  • GoodRetention at 94.2%, the best quarter on record

What arrives, and when

  • Daily summaries
    The overnight position, for the mornings you want it.
  • Weekly executive reports
    The week in one email, with what moved and why.
  • Monthly performance reviews
    The full month against target, with commentary.
  • Anomaly alerts
    Sent when a number moves further than it should have.
  • Emerging risks and opportunities
    Flagged early, while there is still time to act.
Reporting and exports

Reports you can put in front of a board.

Any dashboard becomes a branded PDF, laid out for reading rather than screenshotted from a screen. The same report can go to leadership, the board, investors or a client without anyone rebuilding it.

  • Leadership meetings
  • Board meetings
  • Investor updates
  • Client reporting
  • Monthly reviews
  • Departmental reporting
Example
Board report
Meridian Group · Q3 2026
PDF
Revenue
$1.42m
Margin
61.4%
Retention
94.2%
Bespoke

Configured around your company, not around a template.

Compass Reporting is implemented for each company rather than bought off a shelf. We do the configuration with you, so what you open on the first day already speaks your business’s language.

Your data sources
Your existing systems
Your own servers, where it is deployed
Your business model
Your reporting structure
Your key metrics
Your terminology
User permissions
Leadership priorities
The workflows and actions you need
Your branding and presentation
Implementation

How your Compass gets built.

We work with your team to get every source connected, and we do the modelling and the building around them. Your data stays on your own servers throughout, so the platform sits inside your existing compliance position rather than creating a new one.

  1. 01

    Connect

    We deploy Compass Reporting into your own infrastructure, then connect the systems and data sources across your company, including the internal and bespoke ones.

  2. 02

    Define

    We identify the metrics, questions, reports and decisions that matter most to your leadership team.

  3. 03

    Build

    We create your reporting environment, your dashboards and the intelligence layer underneath them.

  4. 04

    Launch

    Your team receives one platform for reporting, questions, insights and actions.

  5. 05

    Evolve

    New dashboards, reports, sources and workflows are added as the business develops.

Build a complete intelligence layer for your company.

Bring your data, reporting, insights and actions together in one platform designed specifically around your business, deployed on your own servers.