Reporting & data automation

The reports just arrive, correct, every time.

A North West data analyst who turns scattered spreadsheets and manual copy-paste into clean, automated Power BI and Excel reporting you can actually trust.

Book a free data review See example reports

Fixed price agreed up front Reply within one working day No lock-in, 30 days' notice

Revenue by month

Sample report · rolling 8 months

Auto-refreshed 06:00

Revenue (Sep)

£248k

▲ +12.2%

Orders

3,190

▲ +6.1%

Avg order

£77.74

▲ +5.7%

4 sources reconciled · 0 discrepancies Illustrative sample data

Works with what you already use Power BI Excel SQL Server Google Sheets CSV exports Your CRM

What I do

Everything to do with your reporting, handled.

Whether it's one messy spreadsheet or a reporting pack that eats a full day every month, I sort it — and stop it coming back.

Power BI dashboards

Live, interactive dashboards connected straight to your data, refreshing on a schedule without anyone touching them.

Power BI reporting

Excel reporting

Reliable Excel reports and models — formulas you can trust and a layout anyone on the team can pick up and follow.

Excel reporting

Discrepancies & losses

When two systems disagree, I find out why — and surface the leakage, duplicate costs and missed revenue behind it.

Investigation work

All ten services

See the work

What you actually get, before you commit.

Most data websites ask you to imagine the output. These are working samples you can click through — a Power BI dashboard and an Excel reporting pack, built the way yours would be.

Power BI dashboard

Slicers that actually filter, KPI cards with real deltas, and a refresh stamp — the shape of a report you'd use on a Monday morning.

Open the sample dashboard

Branch	Actual	Var
Liverpool	£418,200	+6.9%
Manchester	£511,640	+11.2%
Preston	£196,410	−4.1%
Total	£1,126,250	+5.8%

Summary Data Pivot

Excel reporting pack

Budget-versus-actual with variance flags, in-cell data bars and a totals row that ties — laid out so anyone can follow it.

Open the sample workbook

How it works

Simple to work with, from first call to hands-off.

A clear path from "our reporting is a mess" to reports that deliver themselves.

Step 1

Audit

I map your data sources and the reports you rely on, and pinpoint where time and accuracy leak away.

Step 2

Build

I design clean reports and models around your real questions, checking the numbers as I go.

Step 3

Automate

I connect the sources and set everything to refresh and deliver on schedule — no manual steps.

Step 4

Support

I maintain and adapt your reporting as the business changes, so it keeps earning its keep.

Sound familiar?

If any of this rings true, there's time to win back.

The same report is rebuilt by hand every week or month.
Two systems say two different things and nobody's sure which is right.
The data lives in five spreadsheets and one person's head.
Decisions wait days because the numbers aren't ready.

Work out what it's costing you

A day a week

is what manual reporting quietly costs many small teams. Automation gives it back.

One

source of truth — reconciled across every system, so the numbers finally agree.

£0

for the first conversation and data review. You get the findings either way.

Pricing

Fixed prices for projects, simple monthly tiers for upkeep.

No hourly meters running in the background and no open-ended bills. You get a clear price before anything starts.

Fixed

One-off reports, clean-ups and analysis are quoted as a single agreed price.

From £400

a month for ongoing report upkeep, refresh checks and small changes.

30 days

notice, rolling monthly. No minimum term and no lock-in.

See pricing in full

Let's find the quick wins in your data.

Tell me what your reporting looks like today. I'll show you where the time is going and what I'd automate first — free, and no pressure.

Book a free data review See example reports