"From a 4-hour Monday spreadsheet rebuild to a live revenue view leadership could act on immediately."
Sector
Retail · E-commerce
Client
Online retail SME · Scotland
Timeline
3-week build
Tools used
Power BI · Excel · CSV
The challenge
Every Monday morning, someone spent four hours pulling together sales data from three separate spreadsheet exports. By the time the report was ready, the week had already started — and the numbers were already out of date.
The approach
We agreed six KPIs with leadership, standardised the three data sources into a clean Power BI model, and built a single-page dashboard that refreshes automatically when the source files are updated.
The outcome
Monthly reporting reduced from a half-day task to a dashboard refresh. Leadership gained clear product and category visibility for the first time — and identified a seasonal pattern they had not previously tracked.
KPIs in the dashboard
Tools used
Anonymised engagement — client details generalised.
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.
