Jesin V VPower BI + Fabric Consultant
Diagnostic framework

The 12-Point BI Self-Audit

Answer 12 direct questions to identify where business visibility is weakest and what deserves attention first.

5 minutesNo sign-upPrivate in your browser

01. Revenue & profit velocity

Question 01Can you identify the exact 20% of clients driving 80% of profit margin in under 60 seconds?

Exposure: Teams may spend selling capacity on accounts that create revenue without healthy contribution.

Question 02Is revenue reporting fully automated without manual exports into Excel?

Exposure: Manual assembly creates stale information, version conflicts and avoidable analyst dependency.

Question 03Can you see revenue leakage—such as missed renewals, unbilled hours or claim denials—at the level where action is possible?

Exposure: Aggregate reporting can hide the payer, client or workflow creating recoverable loss.

Question 04Do you know the cost to acquire revenue across regions, products or channels?

Exposure: Growth can destroy margin when acquisition cost and contribution are disconnected.

02. Operational visibility

Question 05If a critical operational metric falls today, will the system surface it before a monthly review?

Exposure: Human escalation often reveals issues only after the cost or customer impact has expanded.

Question 06Are departmental goals connected to live KPIs rather than static month-end targets?

Exposure: Month-end review explains the past but leaves little time to change the current period.

Question 07Do executives and front-line managers use the same governed definitions?

Exposure: Competing spreadsheets turn decision meetings into arguments about which number is correct.

Question 08Can leaders move from business overview to product, territory and owner detail without requesting a new report?

Exposure: Every follow-up question becomes a queue for the analyst team instead of a direct investigation.

03. Workforce & decision resilience

Question 09Do you know current workforce utilization—productive, billable and idle capacity—at the appropriate level?

Exposure: Hiring decisions can be made while usable capacity remains invisible elsewhere in the organisation.

Question 10Is time-to-productivity for new hires measured against a clear expectation?

Exposure: Headcount can grow faster than productive capacity without a visible ramp-up measure.

Question 11Does the team spend fewer than five hours each week preparing or reconciling performance reports?

Exposure: Repetitive reporting consumes capacity that should be used for interpretation and action.

Question 12If a key leader stepped away for 30 days, could the team still make high-stakes decisions from the current system?

Exposure: When context lives in one person’s head, the dashboard is not yet an organisational decision system.

Interpretation, not diagnosis theatre

Turn the score into a focused next step.

The result is directional. A useful BI audit validates each answer against the reports, definitions, workflows and decisions behind it.

Discuss your audit