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Example build on sample data
An example of how we replace a weekly spreadsheet rebuild with a live revenue view leadership can act on.
Project
The challenge
A common scenario: every Monday, someone pulls sales data together from three separate spreadsheet exports. By the time the report is ready, the week has started and the numbers are already out of date.
The approach
Agree six KPIs with leadership, standardise the three data sources into a clean Power BI model, and build a single-page dashboard that refreshes when the source files are updated. This example uses sample data.
What it is designed to deliver
Designed to turn a manual weekly rebuild into a dashboard refresh, and to give leadership clear product and category visibility, including seasonal patterns that are hard to spot in raw exports.
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.