DATA SOURCES → ETL/ELT → DATA WAREHOUSE → SEMANTIC LAYER → DASHBOARDS
     │            │            │              │              │
     ▼            ▼            ▼              ▼              ▼
  CRM, ERP    Transform    Star Schema    Metrics Def    Tableau/PBI
  APIs, DBs   Clean, Load  Fact/Dims      Calculations   Looker/etc

PRESENTATION LAYER
├── Executive dashboards
├── Operational reports
├── Self-service exploration
└── Embedded analytics

SEMANTIC LAYER
├── Business metrics definitions
├── Calculated fields
├── Hierarchies
└── Row-level security

DATA LAYER
├── Data warehouse (Snowflake/BigQuery/Redshift)
├── Data marts
├── Materialized views
└── Cached datasets

┌─────────────────────────────────────────────────────────────┐
│                   EXECUTIVE SUMMARY                          │
├─────────────────────────────────────────────────────────────┤
│  Revenue        Pipeline       Customers      NPS            │
│  $12.4M         $45.2M         2,847          72             │
│  +15% YoY       +22% QoQ       +340 MTD       +5 pts         │
├─────────────────────────────────────────────────────────────┤
│  REVENUE TREND                 │  REVENUE BY SEGMENT         │
│  [Line chart: 12 months]       │  [Pie chart: segments]      │
├────────────────────────────────┼─────────────────────────────┤
│  TOP ACCOUNTS                  │  KEY METRICS STATUS         │
│  [Table: top 10]               │  [KPI cards with RAG]       │
└─────────────────────────────────────────────────────────────┘

┌─────────────────────────────────────────────────────────────┐
│                   DAILY OPERATIONS                           │
├─────────────────────────────────────────────────────────────┤
│  Orders Today    Tickets Open   Avg Response   SLA Met       │
│  1,247           89             12 min         98.5%         │
│  vs Avg: +8%     vs Avg: -12%   vs Target: ✓  vs Target: ✓  │
├─────────────────────────────────────────────────────────────┤
│  HOURLY VOLUME                 │  QUEUE STATUS               │
│  [Area chart: 24h]             │  [Stacked bar by team]      │
├────────────────────────────────┼─────────────────────────────┤
│  ALERTS                        │  TEAM PERFORMANCE           │
│  [Alert list with severity]    │  [Table: agents + metrics]  │
└─────────────────────────────────────────────────────────────┘

STATUS COLORS
├── Green (#28A745): Good/On Track
├── Yellow (#FFC107): Warning/At Risk
├── Red (#DC3545): Critical/Off Track
└── Gray (#6C757D): Neutral/No Status

BRAND COLORS
├── Primary: Use for emphasis
├── Secondary: Supporting elements
└── Accent: Highlights only

DATA COLORS
├── Sequential: Light → Dark for ranges
├── Diverging: Different hues for pos/neg
└── Categorical: Distinct colors per category

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report:
  name: Weekly Sales Report
  schedule: "0 8 * * MON"  # Every Monday 8am
  recipients:
    - sales-team@company.com
    - leadership@company.com
  format: PDF
  pages:
    - Executive Summary
    - Pipeline Analysis
    - Rep Performance
    - Forecast

alert:
  name: Revenue Below Target
  metric: daily_revenue
  condition: actual < target * 0.9
  frequency: daily
  channels:
    - email: finance@company.com
    - slack: #revenue-alerts
  message: |
    Daily revenue of ${actual} is ${pct_diff}% below target.
    Top contributing factors: ${top_factors}

def generate_report(report_config):
    """
    Automated report generation workflow
    """
    # 1. Refresh data
    refresh_data_sources(report_config['sources'])

    # 2. Calculate metrics
    metrics = calculate_metrics(report_config['metrics'])

    # 3. Generate visualizations
    charts = create_visualizations(metrics, report_config['charts'])

    # 4. Build report
    report = compile_report(
        metrics=metrics,
        charts=charts,
        template=report_config['template']
    )

    # 5. Distribute
    distribute_report(
        report=report,
        recipients=report_config['recipients'],
        format=report_config['format']
    )

    return report

SELF-SERVICE MATURITY MODEL

Level 1: Report Consumers
├── View existing dashboards
├── Apply filters
└── Export data

Level 2: Data Explorers
├── Ad-hoc queries
├── Create simple charts
└── Share findings

Level 3: Report Builders
├── Design dashboards
├── Combine data sources
└── Create calculated fields

Level 4: Data Modelers
├── Create data models
├── Define metrics
└── Optimize performance

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SITUATION → COMPLICATION → RESOLUTION

1. SITUATION (Context)
   "Last quarter, we set a goal to increase customer retention by 10%"

2. COMPLICATION (Problem/Opportunity)
   "However, churn increased by 5% in our enterprise segment"

3. RESOLUTION (Insight + Action)
   "Analysis shows onboarding time correlates with churn.
    Reducing onboarding from 30 to 14 days could save $2M annually"

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EXECUTIVE PRESENTATION STRUCTURE

1. Headlines First (2-3 key takeaways)
2. Context (why we're looking at this)
3. Key Findings (data + insights)
4. Implications (what it means)
5. Recommendations (what to do)
6. Appendix (detailed data)

OPTIMIZATION CHECKLIST
□ Limit visualizations per page (5-8 max)
□ Use data extracts vs live connections
□ Minimize calculated fields in viz
□ Use context filters effectively
□ Aggregate data at source when possible
□ Schedule refreshes during off-peak
□ Monitor query execution times

-- Bad: Full table scan
SELECT * FROM large_table
WHERE date >= '2024-01-01';

-- Good: Partitioned and filtered
SELECT required_columns
FROM large_table
WHERE partition_date >= '2024-01-01'
  AND status = 'active'
LIMIT 10000;

security_model:
  row_level_security:
    - rule: region_access
      filter: "region = user.region"
    - rule: team_access
      filter: "team_id IN user.teams"

  object_permissions:
    - role: viewer
      permissions: [view, export]
    - role: editor
      permissions: [view, export, edit]
    - role: admin
      permissions: [view, export, edit, delete, publish]

DATA QUALITY CHECKS
├── Freshness: Is data current?
├── Completeness: Are all records present?
├── Accuracy: Do values make sense?
├── Consistency: Do related metrics align?
└── Uniqueness: Are there duplicates?

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