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Example build on sample data
An example of turning a monthly Excel rebuild into a one-page finance summary directors can review themselves.
Project
The challenge
A common scenario: directors need a monthly finance summary, but one person rebuilds the same Excel workbook by hand each time. If that person leaves, the process collapses.
The approach
Standardise historical data, build a Power BI model from monthly CSV exports, and create a one-page summary showing income, expenditure, net position, and variance against budget, with a plain-language refresh guide. This example uses sample data.
What it is designed to deliver
Designed to give directors a consistent one-page summary they can review independently, show variance against budget without manual calculation, and keep reporting running through staff changes.
KPIs in the dashboard
Tools used
Example build on sample data. Not a client engagement.
Dashboard views
Each view was designed around a specific reporting question, not just a default chart layout.
Book a free data review. We look at your current reporting and data setup, agree the KPIs that matter, and give you a clear scope covering reporting structure, AI readiness, and price before any work begins.
Next step
We scope every project with a free 30-minute data review so you know exactly what you will get, what it will cost, and whether AI integration makes sense for your data setup before any work begins.