Problem Solved

You’re Running the Business
But You Can’t See the Numbers.

Your data is in five spreadsheets, three systems and someone’s head. By the time you’ve stitched it together, the moment to act has passed. I build dashboards that pull your real numbers into one place — sales, operations, finance, KPIs — so you can make decisions today instead of next month.

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The Reporting Nightmare

📊 Spreadsheets Everywhere

Each department has its own file. No two versions agree. You waste hours reconciling before you can even answer a simple question.

⏳ Reports Take Too Long

By the time the weekly or monthly report is ready, it’s already out of date. You’re managing with a rear-view mirror.

🤔 No One Agrees on the Numbers

Sales say one figure, finance say another, operations have their own version. Meetings become arguments about whose data is right.

🚨 Problems Found Too Late

You only notice a drop-off, a delay or a cost spike when it’s already cost you money. There’s no early warning system.

📉 Can’t Track KPIs Properly

You know the metrics that matter, but getting them reliably means manual work every week. So they don’t get tracked at all.

👀 No Single View

The MD wants a snapshot, the sales manager wants a pipeline, ops wants throughput. Everyone gets a different answer, from a different file.

Dashboards That Actually Help

I build Power BI dashboards that connect to your existing data sources — accounts, CRM, spreadsheets, databases — and show you what’s happening now, not last quarter.

What You Can See

  • Sales pipeline and conversion rates
  • Revenue, costs and profit margins
  • Customer trends and retention
  • Operational throughput and bottlenecks
  • KPI scorecards for the leadership team
  • Department-level dashboards with the right detail

How It’s Built

  • Connects to Xero, QuickBooks, Dynamics 365, SharePoint, SQL databases
  • Scheduled refresh so data stays current
  • Access controlled by role
  • Mobile-friendly and shareable
  • Drill-down from high-level KPIs to the detail
  • Alerts when numbers cross thresholds

How I Build It

1. Find the data that matters

We identify your key metrics and where the data lives. Sometimes the data is cleaner than you think. Sometimes it needs work first — and I’ll tell you upfront.

2. Connect and clean

I pull data from your systems into Power BI, fix inconsistencies, and make sure the numbers mean the same thing to everyone.

3. Design the dashboard

We build views for the MD, department heads and operational staff. High-level for the board. Detailed for the people who need to drill down.

4. Train and refresh

I show your team how to use it, set up scheduled refreshes, and make sure the dashboard becomes part of your weekly rhythm.

Why Me?

I don’t just build pretty charts. I start with the business question — what decision do you need to make? — and build backwards from there. The result is a dashboard your leadership team actually open.

  • Power BI and Microsoft 365 specialist
  • Connects to common small-business finance and CRM systems
  • Focus on actionable metrics, not vanity charts
  • Role-based views for different users
  • Training and refresh scheduling included
  • Based in Sheffield, working UK-wide

Quick Questions

Do I need Power BI licences?

Power BI Pro is usually enough for small teams. I’ll tell you exactly what’s needed based on how many people need access and where the data lives.

Can you connect to my accounts package?

Yes — Xero, QuickBooks and Sage are all connectable. Even if there isn’t a ready-made connector, I can pull data via exports or APIs.

How long does it take?

A focused first dashboard with 4–6 KPIs is usually live in 2–3 weeks. More complex multi-source reporting takes longer, but we scope it first.

What if my data is a mess?

That’s normal. We clean and structure it as part of the project. Sometimes that’s the most valuable part — getting your data in order once and for all.

Let’s Get You a Dashboard You Actually Trust

Book a free strategy call. I’ll look at where your data lives and tell you what a useful first dashboard would look like.

Book a Free Strategy Call