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From Data to Decisions

Updated: May 17

CPA Consulting Data Decisions

4 Core Teaching Points: From Data to Decisions


1. Identify & Organise What Matters

“Not all data is created equal — let’s find what really drives your business.”

  • Understand what data exists in the business (financial, operational, people, customer)

  • Clean, structure, and organise data for clarity and usability

  • Focus on the metrics that actually matter for performance and growth


2. Connect Data to Business Decisions

“Great decisions start with the right questions.”

  • Define core business questions (e.g. Where are we losing money? What’s working?)

  • Set relevant KPIs and benchmarks

  • Align data sources to decision-making needs


3. Visualise and Communicate Insights

“If you can see it, you can act on it.”

  • Learn to build clear, focused dashboards and visual reports

  • Use charts and summaries to uncover trends and tell a story

  • Tailor reports to different audiences (owners, staff, investors)


4. Plan for the Future Using Evidence

“Turn past performance into a future strategy.”

  • Use data to create forecasts, budgets, and scenario plans

  • Link insights to practical next steps

  • Establish rhythms of review, reflection, and decision-making

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