How much time do you lose consolidating information to make decisions?
Actio’s Analytics service connects spreadsheets, systems, and the Actio Platform into Power BI dashboards, turning data into an integrated view that links strategy to execution.
Power BI dashboards for a complete and integrated view of your organization
Actio’s Analytics integrates strategy, operations, projects, people, and risks into a single, reliable view
Without Analytics
- Decisions depend on multiple sources of information, requiring more time to consolidate and validate data.
- Prioritization happens in a distributed way, based on each area’s individual interpretation of indicators and results.
- Areas operate with complementary views of reality, which requires additional alignment efforts.
- The relationship between actions, results, and deviations requires manual analyses to ensure clarity and traceability.
- Leadership spends a significant portion of its time organizing and reviewing information before moving on to analysis.
With Analytics
- Decisions are made based on organized, reliable data that is available at the right time.
- Prioritization becomes clearer by connecting indicators, goals, risks, projects, and actions into a single view.
- Alignment between areas is strengthened by shared dashboards and a common view of organizational performance.
- Responsibilities become more explicit, making it easier to turn analyses into objective and actionable decisions.
- Leadership gains more time for analysis, direction, and strategic adjustments, with less focus on data preparation.
Organizations that drive their performance with Actio
How can Actio Strategy Management bridge the strategy-to-results gap?
Actio connects strategy, performance, projects and actions in one intuitive platform, enabling alignment, disciplined execution and real-time visibility for informed decision-making across the organization.
STRATEGIC MAPS
Communicate your strategy and guide execution with dynamic strategy maps.
Visualize progress toward your strategic objectives using the Balanced Scorecard (BSC) and other strategy map views.
KPI Cascading
Cascade your strategy top-down and consolidate results bottom-up.
Connect your strategic objectives to your internal value-chain KPIs using clear cause-and-effect relationships.
Connect KPIs through formulas and parameters, or establish indirect relationships between KPIs, OKRs, projects, actions, and more.
Projects
Drive transformation through a structured project portfolio.
Connect every project to KPIs, OKRs, and strategic objectives—so teams understand how day-to-day work advances the strategy, stay focused on execution, and ensure every investment delivers measurable results.
Goal Deviation Treatment
Didn’t meet the goal? Don’t stop there.
- Facts: Record facts and document obstacles encountered.
- Causes: Identify and prioritize the causes of deviation using tools such as Ishikawa, 5 Whys, and the GUT Matrix.
- Actions: Create corrective action plans to address challenges and prevent recurrence.
Action plan
Make sure everyone understands their role in strategy execution.
Break strategic initiatives into governed action plans with clear ownership, deadlines, and dependencies. Give the PMO real-time visibility through Gantt and Kanban views—so they can see what is moving, what is stuck, and what requires escalation.
Action owners receive timely alerts and email notifications for status changes—ensuring accountability and prompt follow-through.
Results meeting and presentation
Make sure everyone speaks the language of results
Eliminate results meetings that focus on firefighting and short-term goals. Structure your follow-up cadence in the software and run results meetings with Actio Presentation Mode—a predefined sequence of screens and dashboards.
Present live, real-time data, drill into questions on the spot, and leave the meeting with clear decisions and assigned actions.
Dashboards and analytics
Improve decision quality with strategy-aligned dashboards and analytics.
With Actio dashboards and Power BI integration, build dashboards aligned to strategic priorities that show the state of the organization at a glance, support key decision points (not just reporting), and clearly highlight trends, priorities, and exceptions.
What your company gets when hiring Actio’s Analytics service
- Power BI dashboards integrated with the Actio Platform, connecting objectives, KPIs, initiatives, risks, budget, and management routines into a single, up-to-date view.
- Consolidation of multiple data sources — such as spreadsheets, databases, ERPs, CRMs, legacy systems, and APIs — into a unified analytics environment.
- Automatic updates of information through routines and schedules, reducing manual effort and ensuring reliable data at the moment of decision.
- Clear and intuitive visualizations, designed for quick reading, with a focus on relevant deviations, priorities, and action direction.
- Structured analyses at different levels — by business unit, area, or team — connecting strategy, tactics, and operations.
- Operations based on a single source of truth, reducing inconsistencies, strengthening data governance, and supporting more reliable decisions.
Across any industry, accelerates decision-making and strengthens management
The organization gains clarity, governance, and agility to turn data into reliable decisions and act proactively in complex scenarios.
- Healthcare & Hospitals
- Pharmaceuticals
- Financial Services
- Insurance
- Technology & Software
- Telecommunications
- Education
- Public Sector & Government
- Non-Profit & Foundations
- Retail
- Hospitalidade & Serviços
- Consumer Goods
- Agribusiness
- Manufacturing
- Automotive & Machinery
- Mining & Metals
- Químicos & Petroquímicos
- Oil & Gas
- Energia & Utilidades
- Renewable Energy
- Construction & Engineering
- Real Estate & Infrastructure
- Logistics & Transportation
- Supply Chain & Distribution
- Packaging & Printing
- Food & Beverage Manufacturing
How Actio’s Analytics drives performance across different levels of the organization
Combine this module with other Actio solutions to ensure broader and more efficient management.
C-level (CEO, CFO, COO, Directors)
- An integrated executive view of results, risks, and priority initiatives, enabling a quick assessment of whether the strategy is delivering the expected outcomes.
- Reliable dashboards raise the quality of discussions in boards and committees, reducing noise and strengthening strategic decisions.
Strategy, Performance, Risk, and PMOs
- Real-time connection between objectives, indicators, and initiatives, acting as an orchestrator of strategy execution.
- Elimination of manual consolidations, strengthening governance and consistency across planning, monitoring, and course correction.
Operations and Business Units
- Clear breakdown of the strategy into tactical and operational indicators aligned with execution reality.
- Quick visualization of deviations that enables agile adjustments, increases predictability, and prevents the accumulation of issues over time.
Finance, Controllership, and FP&A
- Integration between targets, budget, and actual results, enhancing transparency and analytical capability.
- Financial dashboards that support more informed decisions, anticipate risks, and enhance dialogue with leadership.
IT, Data, and Analytics
- A governed and scalable analytics architecture, reducing ad hoc demands and increasing data security and reliability.
- A more strategic role for the area, supporting the continuous evolution of the analytics environment and business needs.
Team leaders and area managers
- Clarity and focus in day-to-day performance tracking, with relevant and accessible indicators.
- Better prioritization of actions and alignment between departmental goals and corporate strategy, strengthening a results-oriented culture.
Need more information?
O serviço de Analytics da Actio ajuda sua empresa a transformar dados em insumos confiáveis para a gestão.
Converse com um de nossos especialistas e entenda como estruturar o Analytics mais adequado ao seu contexto, maturidade de gestão e objetivos estratégicos.
Understand how to structure Analytics according to your context, management maturity, and strategic objectives.