Business dashboards and reports that are easy to read
We take the information your business already produces and make it easier to understand, so you can see how things are going without digging through spreadsheets.
Sales dashboard
Jan to Oct
- Total, Jan to Oct
- £465k
- Monthly average
- £47k
- Oct
- £56k
Try it: choose a region, switch to orders, or click a month. Sample data, for illustration only.
This might help if…
- You get plenty of reports, but still struggle to see the overall picture.
- Answering a simple question means opening three different files.
- Your management meeting starts with ten minutes of “which figure is right?”
- You'd like to spot problems earlier, not at the end of the quarter.
What we can do
- Performance and KPI reports
- The handful of measures that tell you how the business is doing, shown the same way every time. (KPI is short for key performance indicator: one of the few figures that really matter.)
- Management reporting
- A clear monthly or weekly pack for owners, managers or a board, without the copy-and-paste.
- Sales and pipeline reporting
- What's been sold, what's likely to come in, and where things are getting stuck.
- Financial and commercial reporting
- Margins, costs and cash shown in a way people outside the finance team can follow.
- Project and operational reporting
- Jobs, deadlines, workloads and service levels, so problems show up before they become urgent.
- Interactive reports
- Reports you can click into, for example to look at one region, one customer or one month.
- Reports your clients can see
- Dashboards shared securely through a client portal, so each customer logs in and sees only their own figures.
Thinking about Microsoft's reporting tool? Power BI for small businesses explains what it does and when it's worth it.
If the figures behind your reports are still pulled together by hand, improving your existing reports is often the first step.
Want to see one working? Try the interactive business dashboard example, which joins a CRM, a spreadsheet and accounts software.
What you end up with
- One place to see how things are going
- Figures that match, whoever is looking
- Reports that update themselves instead of being rebuilt
Words you might hear from us
- Dashboard
- A single screen or page showing the most important figures at a glance, usually as simple charts.
- Power BI
- Microsoft's reporting software. Many businesses already have access to it through Microsoft 365. We use it where it suits, but it isn't always needed.
Guides on this topic
- Excel or Power BI: which is better for a small business?
A plain-English comparison of Excel and Power BI for small businesses: what each is good at, what Power BI costs, and how to decide which you need.
- How to make monthly reporting less manual
Why the monthly report takes so long, which parts can usually be automated, and how to start without replacing the spreadsheets you rely on.
Other ways we can help
Improving existing reports
Make the spreadsheets and reports you already rely on quicker and easier.
If someone in your team spends every Friday copying figures between spreadsheets to produce the same report, we can often make that much quicker.
Find out more about improving existing reportsOrganising your information
Bring information from different places together, so reporting gets easier.
We can bring information from different places together so your team isn't maintaining the same details in several spreadsheets.
Find out more about organising your informationClient portals
Secure areas where your clients log in to see their own reports, data and documents.
Instead of emailing every client the same monthly report, give them a login where their latest figures, documents and invoices are always waiting.
Find out more about client portals
Show us what you're working with.
Send us a short note about the spreadsheets or reports that are taking up too much time. We'll arrange a friendly, no-obligation chat and suggest the simplest way to improve things.