Visibility

Reconnaissance

L0 asks whether the company can see itself. Most sub-institutional companies start here, and many believe they are higher because they have dashboards. A dashboard that depends on a human refresh is L0 territory.

Question 1

Can the company produce its monthly reporting pack in under half a day, without anyone manually rebuilding it?

Two or more days of manual aggregation every cycle.Under a day, but a person still assembles or corrects it by hand.Under half a day, assembled largely from live data.

Question 2

Can leadership answer "what did revenue look like last week?" within 15 minutes, from a system rather than from someone's memory?

Takes a day or more, or requires an analyst request.Same day, with manual pulling from two or more tools.Minutes, self-serve, from one place.

Question 3

Do the CFO and the COO bring the same number for the same metric to the same meeting?

Numbers routinely differ and get argued in the meeting.Numbers mostly match, but only after a reconciliation ritual.Same numbers, same source, no reconciliation step.

Question 4

Does data flow automatically from the systems of record (accounting, CRM, field service or ops platform) into one inspectable place?

Data lives inside each tool and in Excel exports.Some feeds are automated; others are exported by hand.Automated flows land in a single data layer.

Question 5

Do dashboards stay correct without a human refreshing or re-uploading data?

Every dashboard depends on a manual refresh or upload.Some refresh automatically; the important ones do not.Dashboards refresh on their own and stay right.

Aptum AI Levels framework Privacy