Data & business insights

Go beyond numbers

Clean books are the input. Analysis and live dashboards are what turn them into decisions you can make on a Tuesday, not three weeks after quarter end.

MARGIN TREND — ROLLINGLIVE

Gross marginNet margin+6.1 PTS

Data analysis

We work from your own ledger and operational data — not a template — and answer the questions you actually asked: where margin leaks, which customers pay late, what a price change does to cash.

✓Financial analysis
✓Sales & revenue analysis
✓Expense & cost analysis
✓KPI reporting
✓Business performance analysis
✓Automated reporting

REVENUE VS COST — 12 MONTHS

MARGIN ▲ 6.1 PTS

RevenueCostIllustrative figures

EXECUTIVE OVERVIEWLIVE

MRR

CASH

DSO

CASH FORECAST VS ACTUAL

Revenue
by channel

Microsoft Power BI

Power BI dashboarding

One page you check instead of a spreadsheet you rebuild. We model the data, publish the report, and set the refresh so the numbers are current when you open it.

✓Financial dashboards
✓Executive dashboards
✓Cash flow dashboards
✓Sales & KPI dashboards
✓Interactive reports
✓Automated refresh

Scope a dashboard Bookkeeping first

How a reporting project runs

Four weeks from question to dashboard

WEEK 01

Define the questions

We agree the five decisions the report has to support. Everything else stays off the page.

WEEK 02

Model the data

Ledger, payroll and operational sources joined into one model with definitions written down.

WEEK 03

Build & review

First version in your hands, then one round of changes while the numbers are still fresh.

WEEK 04

Publish & automate

Access set, refresh scheduled, and a short handover so your team can read it without us.

What would you check every Monday?

Tell us the three numbers you keep asking for. We will tell you what it takes to put them on one live page.

Start a reporting project