Reporting and analytics your team actually uses
We design and build dashboards, reports and data models that pull together data from your finance, sales and operations systems, refresh automatically and answer the questions your managers ask every week. We work with the leading reporting platforms, including Power BI, Tableau, Looker Studio and Qlik Sense, and recommend the one that best fits your systems and budget.
The challenges we solve
- Reports are built by hand in Excel every week or month, and take hours to prepare.
- Different teams quote different numbers for the same metric.
- Data lives in several systems and nobody has the full picture.
- You already pay for a reporting tool, but the dashboards are slow, confusing or out of date.
What you get
- One trusted version of the numbers, refreshed automatically.
- Dashboards designed around the decisions each team needs to make.
- Hours of manual reporting time given back to your team every month.
- A clean data model that is easy to extend as your business grows.
Business Intelligence & Reporting, end to end
Reporting requirements & KPI design
We work with your stakeholders to agree which metrics matter, how they are calculated and who needs to see them, before a single chart is built.
Choosing the right platform
Impartial advice on Power BI, Tableau, Looker Studio, Qlik Sense or Microsoft Fabric based on the systems you use, who needs the reports and your licensing budget.
Data modelling
A well-structured data model with clear, documented calculations, so reports are fast, consistent and easy for your team to build on.
Interactive dashboards
Clean, branded dashboards with drill-downs, filters and mobile layouts, built to be understood at a glance.
Automated refresh, distribution & security
Scheduled data refreshes, email subscriptions and role-based access, so the right people see the right numbers automatically and nobody sees data they should not.
Training & handover
Documentation and practical training so your team can use, maintain and extend the reports with confidence.
How businesses use it
Finance
Management accounts, cash flow, budget vs actual and profitability by customer or product.
Sales
Pipeline, conversion, revenue trends and sales-team performance in one view.
Operations
Orders, fulfilment times, stock levels and service KPIs updated throughout the day.
Tools & technologies
- Power BI
- Tableau
- Looker Studio
- Qlik Sense
- Microsoft Fabric
- Excel & Power Query
- SQL & data warehouses
Business Intelligence & Reporting projects we have delivered
A simple, transparent process
- 01
Discover
A free consultation to understand your goals, systems and the manual work slowing your team down.
- 02
Design
A clear plan with scope, timeline and a transparent quote, prioritising the quickest wins first.
- 03
Build
We build in short iterations, sharing progress regularly so there are no surprises.
- 04
Support & improve
Training, documentation and ongoing support, with improvements based on real usage.
Business Intelligence & Reporting: common questions
Can't find your answer? We are happy to talk through your situation.
Ask us a questionWhich reporting tool should we use?
It depends on your existing systems and budget. Power BI is often the natural choice for Microsoft 365 businesses, Looker Studio suits Google-based teams, and Tableau and Qlik Sense are strong for advanced visual analysis. We give impartial advice and work with whichever tool you choose.
Can the reports connect to our existing systems?
In most cases, yes. Modern reporting tools connect to databases, Excel and SharePoint files, and many cloud apps such as accounting, CRM and e-commerce platforms. Where there is no direct connector, we build an integration to bring the data in.
How long does a typical reporting project take?
A focused dashboard on one or two data sources can often be delivered in two to four weeks. Larger reporting suites are delivered in phases so you see value early.
Can you improve reports we already have, or move us to a different tool?
Yes. We review and rebuild existing reports to make them faster, more accurate and easier to use, and we can migrate dashboards between platforms, for example from Excel or Tableau to Power BI.
Often combined with
Accounting & Finance Systems
Connect Sage Intacct, Sage 200, AccountsIQ, Xero or QuickBooks to the rest of your business, automate routine bookkeeping work and get live financial dashboards.
Learn moreData Cleansing & Quality
Reliable insight starts with reliable data. We remove duplicates, fix inconsistencies and put rules in place to keep it clean.
Learn moreSystem Integrations
Connect your CRM, ERP, finance tools and spreadsheets so data flows between them automatically and stays in sync.
Learn moreReady to talk about Business Intelligence & Reporting?
Book a free, no-obligation consultation. We will review your current processes and show you where automation and better reporting can save time and money.