Type a question the way you'd ask it over coffee. I'll show you which kind of answer your numbers can give, and which plan fits.
The real trend behind the headline number, once seasonality and one-off spikes are stripped out.
You get the real trend line, month by monthAn early warning on customers drifting away, before they're gone for good.
You get a short list of who to call this monthProfitability by product and by customer, not just top-line revenue.
You get every product ranked by what it really earnsCost per order, per route and per customer, so you can see exactly where it's coming from.
You get the route worth a second lookBring it. If your numbers can answer it, I'll tell you how, and what it would take.
This is the kind of Excel dashboard you get, built for an invented business with invented numbers. Switch the tabs, filter by region, and read what it means.
So what:
I start from the exports and spreadsheets you already have. Nothing to install, nothing to change. You get back an Excel file you already know how to open.
Cleaned, checked and explained in plain English. Your files are never entered into AI tools.
A one-off look at your numbers as they stand today (sales, customers, costs, whatever you send). You get an interactive Excel dashboard, plus a plain-English summary of what it's telling you and what to do next.
Fixed price, confirmed in writing before any work starts.
Get in touch →An ongoing view of the numbers that matter to your business (sales, margins, customers, delivery costs), rebuilt every quarter from the data you send each month, with a written summary of what's changed.
Fixed monthly price, confirmed in writing before any work starts.
Get in touch →An interactive Power BI dashboard built around your business, refreshed every quarter, with a simple forecast of where your key numbers are heading, not just where they've been.
Fixed monthly price, confirmed in writing before any work starts.
Get in touch →Not sure which one fits? Start with a Snapshot Report. If you want your numbers refreshed regularly after that, the cost of that first report comes off your first quarter.
From your numbers to a decision you can act on.
From the first questions to a finished dashboard you can use, with a check-in a month later. The clock starts once I have all your data.
A short set of questions about your business and what you want to know.
I tell you exactly what to pull together, and where to get it from. You upload it to a private Microsoft OneDrive folder I set up for you before we start.
I clean it up, check it, and build the real picture from what you've given me.
An early look at what the data is showing, so you're not waiting in the dark.
The finished view, built around your business and ready to use.
I walk you through it, then check in a month later to make sure it's still answering your questions.
Real client projects, published here once they're complete and the client has approved sharing them. Two examples of the shape they'll take:
Before we start, I set up a private Microsoft OneDrive folder just for your project. Everything is shared through it, not loose email attachments.
My laptop is protected with up-to-date antivirus software and full-disk encryption, and your OneDrive folder is protected with two-step verification.
Your data is deleted within 30 days of the project finishing. For ongoing plans, that's within 30 days of the plan ending.
Everything is handled in line with the Privacy Act 2020.
Any case study changes all figures and the names of your customers, suppliers and other private details, and your business name appears only if you choose.
Pick a question. Something else on your mind? Ask me →
Tell me a little about your business and the question on your mind. I'll reply with which plan fits and a fixed price.
I reply within 2 working days.