KPI and Reporting Support
A KPI and reporting VA compiles, formats, and delivers the structured data you need to make decisions, without spending your own time on spreadsheets.
Discuss your support needs ↗
The day-to-day scope
What your assistant can handle
Dashboard maintenance
Update and maintain reporting dashboards in your preferred BI or spreadsheet tool.
Weekly and monthly reports
Compile structured summaries of key metrics on a recurring schedule.
Data entry and cleanup
Normalize and structure data from multiple sources for accurate reporting.
Reporting templates
Build standardized formats so reports are consistent and easy to compare.
Anomaly flagging
Identify and surface unusual data points before your review.
Tool integration support
Assist with connecting data sources in tools like Airtable, Notion, and Google Sheets.
Where this role helps
Built for your working reality.
COO or operations director
Reporting is manual and time-consuming, taking focus away from analysis.
Offloads the compilation work so leaders can spend time on interpretation.
Head of revenue
Pipeline and performance data is scattered and inconsistent.
Creates a clean, consistent weekly report that consolidates key numbers.
Startup CEO
No dedicated analyst but need structured metrics for investors and team.
Provides lightweight, consistent reporting at a fraction of an analyst hire.
Getting started
A practical path to delegation.
Metrics inventory
Map the KPIs you track and the tools where data lives.
Template build
VA creates reporting templates and establishes data pull routines.
Recurring delivery
Reports delivered on your schedule; VA flags anomalies proactively.
Before the handoff
Give the role a clear brief.
Start with dashboard maintenance and weekly and monthly reports. Share an example of completed work, the current process, and the person who approves changes.
Inputs your assistant will need
Provide approved access, current templates, task frequency, deadlines, and the escalation contact. Keep permissions limited to the agreed responsibilities.
A useful weekly handoff
Ask for completed tasks, pending items with owners, upcoming deadlines, and decisions needed from your team. Agree on what requires approval before any commitment is made.
From clients of our parent company · Stealth Agents reviews
Great communication, efficient and proactive assistant, visible business growth.
The easiest VA onboarding process. Communicative and helpful throughout.
Lindsay has been incredible. She handles the tactical work, which has freed me up to focus on bigger-picture initiatives.
They have made a real difference in our day-to-day operations and truly feel like part of our internal team.
The team learned my brand and goals and transformed my business. My dream team.
We especially appreciate how diligent and pleasant Evy is. True pros.
Agents tackled diverse tasks seamlessly and manager Charm consistently provides excellent talent matches.
Stealth Agents provided me with a fantastic virtual assistant who has been an absolute asset.
Paolo is exceptional. Communicative, fast turnaround, quality work every time.
Continuously impressed by professionalism, punctuality, attention to detail, and the kind family approach.
Questions about this role
How do we define the scope of kpi and reporting support support?
Start with the recurring responsibilities listed above and the volume of work you expect. During the consultation, discuss coverage, tools, experience, and approval limits so the role fits your operation.
Can the assistant use our existing tools?
Share your systems and access requirements during the consultation. Tool familiarity and any training needs should be confirmed before the handoff; your team controls permissions.
Who makes final decisions?
Your team keeps responsibility for approvals, budgets, commitments, and policy. The assistant coordinates agreed tasks and escalates exceptions to your designated owner.
Related support
A clearer working week
Start with the work
that keeps coming back.
Bring your recurring tasks, existing tools, and the handoffs that need attention. We will help you define a practical starting role.