Projects you can try for yourself
Three examples of the kind of work we do, built so you can click around them. Each one is based on a real problem; the names and figures are made up, so clients' information stays private.
Power BI
Your CRM, a spreadsheet and your accounts, on one dashboard.
Most businesses keep their figures in several places: deals in a CRM, work in a spreadsheet, invoices in accounts software. Each tells part of the story. A BI dashboard reads all three, joins them up by customer and shows things none of them can on their own, such as a customer with a big new quote and an unpaid invoice.
Business overview
- Open pipeline
- £112,900
- Jobs in progress
- 13
- Invoiced this year
- £174,050
- Average per job
- £4,245
From the CRM
From the jobs spreadsheet
£15,750 overdue
Jobs and accounts combined
- Harlow Joinery
- Penrose Dental
- Wick & Tanner
- Ashdown Vets
- Oakfield Homes
Pipeline (CRM) Invoiced (accounts)
- Harlow Joinery
- Penrose Dental
- Wick & Tanner
- Ashdown Vets
- Oakfield Homes
Done In progress
| Customer | Pipeline | Jobs | Invoiced | Overdue |
|---|---|---|---|---|
| Harlow Joinery | £18,400 | 3 live, 11 done | £42,800 | – |
| Penrose Dental | £6,200 | 1 live, 4 done | £15,350 | £2,400 |
| Wick & Tanner | £31,000 | 5 live, 17 done | £68,900 | £5,150 |
| Ashdown Vets | £4,800 | 0 live, 3 done | £9,600 | – |
| Oakfield Homes | £52,500 | 4 live, 6 done | £37,400 | £8,200 |
Oakfield Homes has the biggest pipeline but £8,200 overdue: worth a call before quoting more work.
Client portals
A utilities portal for construction projects.
Based on a portal we built for a large construction company. Every diversion, disconnection and new supply with the relevant statutory authority is tracked project by project, so site teams can see the status of each scope, what's waiting on a quote and what needs chasing, without phoning the office.
SR2026-041
Hartwell Meadows
- Status
- Live
- Sector
- Residential
- Address
- Hartwell Road, Chelmsford
- Postcode
- CM1 0SR
- Start
- 03 Mar 2026
- Target completion
- 30 Sep 2028
- Residential units
- 186
- Commercial units
- 0
Location
571240 E, 206830 N
Sample map, not a real location
Headlines
Click a tile to see the items behind it.
Open actions: 2 items
| # | Company | Type of work | Detail | Due |
|---|---|---|---|---|
| 1 | UKPN | Diversion | Agree route for 11kV cable diversion along the site entrance | 31 Oct 2026 |
| 2 | Cadent | Disconnection | Confirm the old farmhouse gas supply is capped before demolition | 06 Nov 2026 |
Spreadsheets
Thousands of rows across three files, distilled into one sheet.
Each branch kept its own sales workbook, the website exported its own file, and every one named products differently. Getting a company total meant hours of copying, renaming and hoping nothing was missed. We matched the products up once and built a single summary sheet that reads all three, so the total is always complete and always right.
Company sales summary.xlsx
11,395 rows from 3 files, distilled into 5 lines and one total you can trust.
| Product | North | South | Online | Units | Total |
|---|---|---|---|---|---|
| Oak worktops | £86,520 | £111,300 | £144,480 | 1,630 | £342,300 |
| Quartz worktops | £71,760 | £104,520 | £49,400 | 434 | £225,680 |
| Kitchen units | £124,800 | £161,200 | £53,300 | 2,610 | £339,300 |
| Appliances | £92,820 | £109,200 | £143,640 | 823 | £345,660 |
| Fitting | £52,200 | £59,400 | – | 372 | £111,600 |
| Total | £428,100 | £545,620 | £390,820 | 5,869 | £1,364,540 |
Recognise one of these?
Tell us about the report or spreadsheet that's taking up your time. The first call is free, and we'll suggest the simplest way to improve things.