Data & Reporting

Automated reporting and dashboards you can trust

We consolidate data from your spreadsheets and systems into dashboards and reports that update automatically — so decisions are based on current, consistent numbers.

The problem

Reporting problems we help solve

Reporting usually becomes painful gradually, as a business adds tools and spreadsheets.

Reports built by hand

Every week or month someone exports data, pastes it into a spreadsheet and fixes the formatting before anyone can read it.

Numbers that don't match

Sales, finance and operations calculate the same figure differently, so meetings start by debating the numbers.

Data spread across tools

Customer, order and financial data sit in separate systems that are never viewed together.

Out-of-date information

By the time a report is ready, the figures in it are already old.

Fragile spreadsheets

Important reports depend on complex spreadsheets that only one person fully understands.

Simple questions, slow answers

Questions like "which products are growing?" need a special analysis instead of a quick look.

What we deliver

What we build

We start from the decisions you need to make and work back to the data required.

  • Dashboards

    Clear, focused views of the metrics that matter to a role or team, available in the browser.

  • Automated reports

    Recurring reports generated and delivered on a schedule, without manual exports.

  • Data consolidation

    Combining data from spreadsheets, databases and business applications into one consistent source.

  • Data cleaning & definitions

    Fixing duplicates and inconsistencies and agreeing clear definitions for key figures.

  • Data pipelines

    Scheduled processes that collect, transform and refresh your data automatically.

  • Documentation

    A plain-language description of each metric, where it comes from and how often it updates.

Fixed-price packages

Start with a clear, fixed-price package

Defined scope, delivered in days, no calls required.

Use cases

Examples of reporting projects

From a first simple dashboard to reporting shared across departments.

Small and local businesses

  • A weekly overview of bookings, revenue and enquiries without manual spreadsheets
  • Online and in-store sales figures combined in one view
  • A simple dashboard showing which channels bring in enquiries

Professional firms and growing teams

  • A management dashboard drawing on CRM, accounting and sales data
  • Scheduled, consistent reports replacing manually assembled monthly packs
  • Shared definitions of key metrics across departments
Our approach

How we approach a reporting project

Good reporting starts with the questions, not the charts.

  1. 01

    Decisions first

    We identify who uses the information, which decisions it supports and which questions it must answer.

  2. 02

    Data review

    We map where the data lives, how reliable it is and what access is available.

  3. 03

    Model & prototype

    We define the key metrics and build an early version of the dashboard or report on real data.

  4. 04

    Validate

    We compare the results with your existing figures and resolve differences before rollout.

  5. 05

    Automate & hand over

    We schedule data refreshes, document the metrics and show your team how to use and maintain the reports.

Technologies

Technologies we may use

The right tool depends on the licences you already have, how many people need access and how the data must be protected.

Dashboards & BI

  • Looker Studio
  • Power BI
  • Custom web dashboards

Data sources

  • Excel and Google Sheets
  • SQL databases
  • Business applications with an API

Processing

  • SQL
  • Python or TypeScript scripts
  • Scheduled data pipelines

Where an off-the-shelf BI tool fits your needs, we'll recommend it over a custom build.

Questions

Data & reporting questions

Should we use Power BI, Looker Studio or a custom dashboard?

It depends on the tools you already pay for, who needs access and how specific your requirements are. We'll recommend the simplest option that meets your needs.

Our data is messy. Can you still help?

Yes. Cleaning and structuring data is often a large part of a reporting project. We assess the state of your data early so the effort is clear before work starts.

Can we keep using Excel?

Often, yes. Spreadsheets can remain a source or an output — the goal is to remove the manual steps around them, not to force a new tool on your team.

How do you handle access to sensitive data?

We work with the minimum access needed, agree who can see which reports and follow your organisation's security requirements.

How up to date will the data be?

That depends on the sources. Many dashboards refresh daily or hourly, and some sources allow near real-time updates. We confirm what's realistic during the data review.

Spending too long on reports?

Tell us which reports you produce today and where the data comes from. We'll suggest a practical first step.