Example reports

See exactly what you'd be getting.

Most data websites ask you to imagine the output. These are working samples — click the slicers, hover the bars, open the data table. Built the same way yours would be.

About the data on this page. Every figure below is illustrative sample data for a fictional North West wholesaler, created to demonstrate layout and capability. It is not client data and does not represent any real business. Client work is confidential and never published — see my FAQ on confidentiality.
Sample 1 · Power BI

An interactive Power BI dashboard.

Slicers that genuinely filter every visual, KPI cards with real month-on-month deltas, and a refresh stamp. This is the shape of a report you'd open on a Monday morning — and the axis rescales when you filter, so a smaller slice never looks bigger than it is.

NW Wholesale — Sales Performance · Power BI Refreshed today 06:00
Region All regions · 12 months to Sep 2026
Revenue · 12 mo
£2.13m
▲ +12.2%
Orders
27,410
▲ +6.1%
Average order
£77.67
▲ +5.7%
Gross margin
31.3%
vs 30.9% last year
Revenue by month
Rolling 12 months · hover a bar for the value
£250k £125k £0 Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep
Revenue by product group
Same measure, ranked — one colour, because these are four slices of one number, not four different series
Trade & wholesale£852k
Retail£596k
Online£447k
Contract£234k
Product groups reconcile to the revenue KPI for whichever region is selected.
Sample data · a fictional wholesaler

Try the region slicers — the KPIs, the monthly chart, its axis labels and the product groups all move together, and every figure reconciles back to the revenue total.

Sample 2 · Excel

An Excel reporting pack that ties.

Budget versus actual with variance in both pounds and per cent, in-cell data bars, a status column that says what it means rather than relying on a colour, and a totals row that adds up. Laid out so whoever picks it up next can follow it.

NW-Wholesale-Sales-Pack-Sep-2026.xlsx · Excel
Sample branch budget versus actual for September 2026.
A B C D E F
4 Branch Budget Actual Var £ Var % Status
5 Liverpool 88,000 93,000 +5,000 +5.7% On track
6 Manchester 98,000 105,000 +7,000 +7.1% Ahead of budget
7 Preston 54,000 50,000 −4,000 −7.4% Behind — review
8 Total 240,000 248,000 +8,000 +3.3%
Summary Branches Reconciliation Data

Variance both ways

Pounds and per cent. A −7.4% miss on a small branch and a −7.4% miss on a large one are very different problems.

Status in words

"Behind — review" is written out, not just shaded red, so the pack still works printed, photocopied, or for a colour-blind reader.

A totals row that ties

+5,000 +7,000 −4,000 = +8,000, and 8,000 / 240,000 = 3.3%. If the total doesn't reconcile, the report isn't finished.

Before & after

What automation actually changes.

The reporting output can look identical. What changes is who builds it, how long it takes, and whether you can trust it.

Before
  • Four exports pulled by hand every Monday
  • Copy-paste into a master workbook
  • Around three hours, every week
  • One person knows how it works
  • Nobody's certain the totals are right
After
  • Sources connected once, refreshed on a schedule
  • The report is waiting before anyone starts work
  • No manual steps to forget or get wrong
  • Documented, so it isn't in one person's head
  • Built-in reconciliation check on every refresh
3 hrs → 0
of manual build time each week
138 hrs
given back over a year (46 working weeks)
1
reconciled set of numbers, not four

An illustrative scenario, not a client case study. Work out the figures for your own reporting with the hours-saved calculator.

Other formats

Reports come in the shape that suits the job.

Not everything belongs in a dashboard. Part of the work is picking the right output for who's reading it.

Board and management packs

A fixed, point-in-time PDF or deck for a monthly meeting — consistent every month so figures are comparable across the year.

Scheduled email reports

The numbers land in the inbox of whoever needs them, at the time they need them, without anyone logging into anything.

Reconciliation reports

A standing check that two or more systems still agree — and a clear list of the records that don't, with the reason why.

Bank statement income reports

Raw statements turned into categorised income and outgoings — for affordability, lending, or a true picture of the money.

One-off deep dives

A single question answered properly: where did the margin go, which customers are really profitable, why did last quarter miss.

Excel model rebuilds

An inherited workbook nobody trusts, rebuilt so the formulas are auditable and the numbers can be defended.

Want to see one of these built with your data?

Send over a report you rebuild by hand. I'll show you what it looks like automated — free, and with no obligation to go further.