DECISION SYSTEMS FOR MANUFACTURERS
Know what’s changing in your operation before it reaches the P&L.
Valoris builds FP&A-grade decision systems for manufacturers who don't have dedicated analytics teams. We identify the financial and operational KPIs that actually drive performance, automate the reporting behind them, and build Power BI management systems that show leadership what changed, why it matters, and where action is needed.
KPI Strategy • Reporting Automation • Power BI • Performance Monitoring
EXECUTIVE PERFORMANCE VIEW
Your management view lives here.
THE REPORTING GAP
Your business probably doesn’t need more data. It needs a better system for using it.
Manufacturers often already have the information they need distributed across ERP systems, accounting software, production records, CRM systems, Excel workbooks, quality systems and departmental files.
Manual Reporting
Finance spends hours assembling recurring reports.
Conflicting Numbers
Departments calculate or interpret the same metrics differently.
Lagging Visibility
Leadership learns about problems after they have affected financial results.
Too Many Metrics
Management tracks what is easy to measure rather than what actually drives performance.
Valoris connects those pieces into one management system.
WHAT VALORIS BUILDS
An FP&A system built around your business — not another dashboard.
01
Measure What Matters
Identify the financial, operational and leading KPIs tied directly to company strategy. Eliminate redundant reporting and clarify how performance should actually be measured.
02
Automate the Reporting
Reduce recurring manual work by connecting existing systems and automating data preparation wherever practical.
Less time preparing the numbers. More time understanding them.
03
Turn the Numbers Into Decisions
Build Power BI reporting that shows management what changed, why it matters and where attention is required.
THE VALORIS METHOD
From business strategy to management action.
01
Understand the Business
Define strategic priorities, financial objectives and the decisions leadership repeatedly needs to make.
02
Define the Right KPIs
Establish financial outcomes, operational drivers and leading indicators. Every KPI must earn its place.
03
Build the Reporting Layer
Connect and organize the data required to calculate measures consistently while reducing manual work.
04
Create the Management System
Build an executive Power BI environment with the appropriate drill-down for finance and operations.
05
Define When to Act
Establish targets, warning thresholds, ownership and investigation paths.
Strategy → KPI → Data → Automation → Visibility → Action
THE 15-POINT PROFIT LEAK FRAMEWORK
You can’t manage a margin problem you can’t see.
Profit rarely disappears under an account called “avoidable loss.” It becomes buried inside ordinary categories such as freight, labor, purchasing, inventory, quality, maintenance and production costs.
Supply Chain
Freight & expediting
Purchasing
Supplier performance
Working Capital
Inventory
Obsolescence
Customer profitability
Operations
Labor & overtime
Changeovers
Capacity utilization
Quality
Scrap & rework
Returns
Yield
Asset Performance
Maintenance
Downtime
Quoting & pricing
The framework is a diagnostic tool — not the entire engagement. It helps determine where better measurement and earlier visibility can create the greatest value.
POWER BI FOR MANAGEMENT
Are we performing to plan?
What changed?
Why did it change?
Where should management focus?
Designed around management decisions — not around whatever data happened to be available.
MANAGEMENT ACTION PLAYBOOK
Visibility is only useful if someone knows what to do with it.
Important KPIs can be paired with a management action playbook — making the expected response as clear as the number itself.
Illustrative values only. The objective isn’t simply to report performance. It’s to build a repeatable process for managing it.
WHO VALORIS IS FOR
Built for manufacturers that have outgrown manual reporting — but haven’t built a full analytics team.
The best fit is a small or midsize manufacturer where the CFO, Controller, President or leadership team still carries much of the reporting and analysis burden.
You don’t need another analyst producing reports. You need the system that allows your existing team to manage the business better.
You may be a strong fit if:
• Your CFO or Controller spends significant time assembling reports.
• Departments maintain separate spreadsheets.
• Different teams calculate the same KPI differently.
• Management receives important information too late to respond.
• You have an ERP but still rely heavily on Excel.
• You use Power BI but leadership does not truly manage from it.
• You have little or no dedicated FP&A/analytics capability.
BEFORE / AFTER
From reporting activity to a management system.
Typical Reporting Environment
Reports assembled manually
Too many KPIs
Conflicting definitions
Finance and operations use different reports
Management relies primarily on lagging results
Analysis starts after something goes wrong
With the Valoris System
Reporting refreshes with less manual intervention
KPIs connect directly to business priorities
Finance and operations share consistent definitions
Leading indicators provide earlier warning
Exceptions direct management attention
Power BI becomes part of the management cadence
ONGOING OPTIMIZATION
Your reporting system should evolve when your business does.
Products, customers, costs and strategies change. Valoris Performance Monitoring & Optimization keeps the reporting system aligned with the management decisions that matter now.
Learn About Ongoing Optimization
Reporting health monitoring
KPI relevance reviews
Dashboard enhancements
Variance analysis
Emerging profit-leak investigation
New data and KPI integration
Periodic management-system recommendations
The goal is not to make your organization dependent on a consultant. It is to make sure the system continues to deliver value as the business changes.
WHY VALORIS
Finance first. Technology in support of the decision.
Many analytics engagements begin with software. Valoris begins with the business, financial outcomes, management decisions and operational drivers — then configures technology around those requirements.
A reporting environment your CFO can trust.
A performance system your President can understand.
Information your operating leaders can use.
FOUNDER PERSPECTIVE
Built from the perspective of the people responsible for explaining the numbers.
Valoris was created around a problem that appears repeatedly inside growing organizations: companies invest heavily in systems and collect enormous amounts of data, yet leadership still struggles to get clear, timely answers to basic performance questions. Our approach combines FP&A thinking, KPI architecture, reporting automation and executive Power BI design to close that gap.
Give leadership better information early enough to make a better decision.
If your finance team is spending more time assembling reports than interpreting them, there is probably an opportunity to build a better system. Valoris can review the current reporting process, identify where information is delayed or fragmented and determine whether an engagement makes sense.
No generic dashboard pitch. No requirement to replace your ERP. Just a focused conversation about how your company currently turns operating data into management decisions.
Valoris Analytics
Manufacturing FP&A & Performance Systems
Clarity that Drives Performance.
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KPI Strategy
Reporting Automation
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