Built around the decisions each leader owns.
Role-Based Intelligence is how Clear iQ builds performance management. We start with the decisions each role owns, from the executive team to the front line, then build the datasets, metrics, insight and market context around them. Each person gets the part of the story they act on, in the words they use.
The decision
Close the gap to plan.
Questions behind it
- Why did we miss our profit target?
- Which product lines are pulling margin down?
- Will we make the quarter?
Metrics that answer them
- EBITDA vs plan
- Gross margin by product line
- Operating expenses vs budget
- Cash conversion
When it arrives
- Daily
- Weekly
- Monthly
- Quarterly
Weekly flash, monthly business review
How it works
Start with the decision, not the data.
Most reporting starts with the data that’s available. Role-Based Intelligence starts with what each person has to decide, and works back to the data.
Decisions
Name the decisions each role owns, from the executive team to the front line.
Metrics
Build the datasets and metrics behind each decision once, so every role reads the same numbers.
The why and the context
Add what moved, why it moved and how you compare with your industry, in the words each role uses.
Cadence
Deliver it on the rhythm each role works to: a daily list, a weekly flash, a monthly business review.
Role by role
Same data. A different view for each role.
Every role reads from the same datasets and metrics, so the numbers agree. What changes is the decision, the shape of the answer and how often it arrives.
| Role | Decides | Daily | Weekly | Monthly | Quarterly | Gets |
|---|---|---|---|---|---|---|
| CEO | Where to invest, and what to fix first | No | No | Yes | Yes | Business review with market context |
| CFO | How to close the gap to plan | No | Yes | Yes | No | Weekly flash and a plan-to-actual bridge |
| COO | Where service and cost are slipping | No | Yes | Yes | No | Operations review, exceptions first |
| Plant manager | What to fix on the floor this week | Yes | Yes | No | No | Exceptions ranked by impact |
| VP Sales | Which segments and reps to back | No | Yes | Yes | No | Pipeline and growth drivers |
| Sales rep | Who to call today | Yes | No | No | No | Today’s calls, with each account’s trend |
Illustrative example. Your roles, decisions and cadence come from your business.
Results
Built around the decisions. Measured in results.
“They’re thinking partners who execute and understand business as much as data.”
Nortek Data Center Cooling, in two 90-day sprints
- 10%lower bill-of-material costs
- 20 daysless inventory on hand
- 100%of weekly receivables reporting automated
Built within your industry
ManufacturingDistributionProfessional ServicesHome ServicesPrivate Equity
Real change in under 90 days
Industry accelerators give you an 80% head start, so the time goes into the 20% that makes your business unique.
See the 90-day planA 30-minute working session
Give us 30 minutes. See what your data could tell you.
Tell us your role and industry. In one working session, we’ll map the decisions you own, the metrics behind them and the questions you need answered, and show you Clarity answering questions like yours.
- Critical metricsThe handful of numbers that drive your decisions.
- Key questionsThe questions you need answered, and the data that answers them.
- Where you’ll see itPower BI or Tableau reports, Clarity, or both.
- CadenceWhat you need daily, weekly and monthly.
Book your 30-minute session
Pick a time that suits you. The invite goes straight to your calendar.
- Pick a time from our live calendar
- Tell us your role and company
- Get a calendar invite right away
30 minutes. No sales pitch.
Prefer email? support@cleariq.co