Services
Sales reporting, sales & margin drivers and KPIs, built once and refreshed automatically.
Six services on one data model, so your numbers match everywhere, plus custom dashboards for any team. Every engagement is scoped to your data and priced before we start.
Business Intelligence
Our core service. Dashboards that answer the questions your team asks every month (what sold, to whom, at what margin, and what changed) without anyone rebuilding a spreadsheet.
- Sales KPIs: revenue, orders, average price, growth vs last year and plan
- Sales drivers by customer, product, region, channel and sales rep
- Margin drivers: where you make and lose margin, and why
- One data model and KPI definitions your whole team agrees on
Two options: Starter: one dashboard, one data source; Core: full sales & margin suite, up to three sources.
Sales performance
FY to date · refreshed daily
Net sales trend
Top customers
- Customer A$1.2M
- Customer B$940K
- Customer C$730K
- Customer D$530K
Finance Bridges
Waterfall bridges that explain what moved your sales and margin between periods, tied cell-by-cell to source data so the numbers hold up in any review.
- Price / volume / mix bridges, year over year and plan vs actual
- Margin and operating income bridges (price, volume, mix, cost, FX)
- Monthly refresh so the bridge is ready before every review
Margin bridge
Last year vs this year, % points
Reporting Automation
We rebuild the reports your team makes by hand every week or month as pipelines that refresh on their own, so your people analyse instead of copy and paste.
- Excel and CSV exports replaced by scheduled data refresh
- Microsoft: Power BI, Excel, Azure Data Factory, Microsoft Fabric
- AWS data sources and warehouses
- Salesforce and other CRM / ERP systems
What you get
- Automated refresh with monitoring
- Documented data flow
- Fixed-price proposal before any work starts
- Every figure traceable to its source
Microsoft Fabric & Azure
We build modern data platforms on Microsoft Fabric and Azure, and move the reporting you already have (Excel, legacy Power BI, SQL Server, on-premise databases) onto them without breaking the numbers your team relies on.
- New builds on Fabric: Lakehouse, Warehouse, Data Factory pipelines and Power BI
- Migration of Excel, SSRS, SQL Server and on-premise reporting to Fabric / Azure
- Power BI Premium and Azure Synapse workloads moved to Fabric capacity
- Old vs new reconciliation so every migrated number matches before cut-over
Today
- Excel workbooks
- SQL Server / SSRS
- On-premise databases
- Legacy Power BI
Fabric / Azure
- OneLake & Lakehouse
- Data Factory pipelines
- Fabric Warehouse
- Power BI on Fabric
- Migration plan and cut-over checklist
- Reconciled reports on Fabric / Azure
Market Intelligence
Know how your growth and margins compare with competitors, with one-off reports or a quarterly refresh.
- Competitor revenue, margin and segment benchmarks
- Market share snapshots and peer comparisons
- Sourced from annual reports, earnings releases, investor decks and licensed data
What you get
- Report with every figure sourced
- Optional quarterly update
- Fixed-price proposal before any work starts
- Every figure traceable to its source
Dashboard Management
A monthly plan that keeps your dashboards accurate and improving as the business changes, without hiring a full-time analyst.
- Refresh monitoring and data quality checks
- Fixes, new views and new KPIs each month
- Monthly review call on what the numbers are saying
What you get
- Fixed monthly hours
- Monthly review call
- Fixed-price proposal before any work starts
- Every figure traceable to its source
Beyond sales
Dashboards for every team
Most clients start with sales and margin, then add finance, operations and more on the same data model. If you track it in a spreadsheet today, we can build it to your requirements.
Sales & margin
- Sales KPIs
- Customer & product drivers
- Rep performance
Finance
- P&L and budget vs actual
- Cash flow
- Receivables & DSO
Operations
- Inventory & stock turns
- Orders & backlog
- On-time delivery
Purchasing
- Supplier spend
- Price changes
- Lead times
Marketing & CRM
- Pipeline & win rates
- Campaign return
- Lead sources
People & HR
- Headcount
- Overtime & labour cost
- Turnover
Executive
- Company scorecard
- Monthly board pack
- Plan vs actual
How an engagement works
Four steps, one fixed price
- 01
Scope
Agree the sales and margin questions, KPIs and data sources. You get a fixed-price proposal.
- 02
Connect
Link your ERP, CRM or accounting system, plus public filings when you need competitor context.
- 03
Build & automate
Build the data model, dashboards and bridges, and automate the refresh. Live in about 30 days.
- 04
Manage & improve
Document the logic, train your team, and keep improving the dashboards month after month.
Low-risk start
Start with a 2-week pilot on your own data.
- A one-page sales & margin dashboard on your own ERP or CRM export
- Delivered in two weeks, so you see your real numbers before committing
- Pilot fee credited in full if you continue
20-minute call. No obligation.