01
Map the data sources the business already has in operation
We start by mapping the data sources the business already has in operation. For most Nepal businesses this means accounting software (Swastik, FACTS, or Tally), one or more Google Sheets tracking operational data, an ad platform account (Google Ads or Facebook Ads), and possibly a property management system, project tracking tool, or inventory management system. We document what data lives where, what format it is in, and what connection method is available for each source.
02
Identify the reporting views the business actually needs
We then identify the reporting views the business actually needs. Leadership views are different from operations views. The owner needs to see revenue, margin, and cash position at a glance. The operations manager needs to see stock levels, project status, and open purchase orders. The finance officer needs to see receivables ageing and expense categories. We design each view for the person who will use it, not as a single dashboard that shows everything to everyone.
03
Select the dashboard tool that fits the business
For Nepal SMEs, Looker Studio is the most practical starting point. It is free, it connects directly to Google Sheets and Google Ads without additional connectors, and it produces clean, readable dashboards accessible on any device. For Nepal businesses that already use Power BI or want enterprise-grade data modelling, we build in Power BI using connectors appropriate to the source systems in use. We configure the tool to match the business, not the other way around.
04
Connect the data sources
We connect the data sources. For Google Sheets this is a direct Looker Studio connector. For accounting software like Swastik or FACTS, we work with the export formats available and build a structured data pipeline that keeps the dashboard updated. For ad platforms, we use native API connectors where available or scheduled exports where not. We document every connection so the business understands how the data flows and can maintain it independently.
05
Build the dashboard views and configure alerts
We build the dashboard views, configure the KPI scorecards, trend charts, and period-comparison tables, and set up any operational alert thresholds the business needs. For hotel dashboards this means occupancy, ADR, and RevPAR by property and room type. For trading companies this means receivables ageing, inventory levels, and outstanding purchase order value. For construction companies this means cost versus budget by project and milestone completion percentage. We configure the specific metrics the business actually tracks, not a generic template.
06
Hand over with documentation and support
We hand over the dashboard with documentation and a walkthrough session so the team knows how to read it, how to filter it, and how to identify when something in the data feed needs attention. We include a 30-day support period for questions and adjustments as the team begins using the live view in daily operations.