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Your Business Dashboard in 10 Days

Your business dashboard, ready in 10 working days.

One view of sales, stock and ad spend, built from the files you already use, that updates itself.

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Deliverables

  • 01

    One dashboard, Power BI or Excel

    Built around 5-8 KPIs that drive your weekly decisions, such as revenue against plan, margin, stock cover, collections or cost per lead. Up to three pages.

  • 02

    A refreshable data model

    Up to three sources cleaned and connected with Power Query. Refreshing replaces copy‑paste.

  • 03

    A KPI definitions sheet

    Each number’s formula, source and owner, written down so the team argues about decisions instead of definitions.

  • 04

    Reconciliation check

    Dashboard totals tied back to your source files before handover, with any data gaps listed.

  • 05

    Handover and 30 days of fixes

    A live walkthrough, a recording for your team, and corrections to anything that doesn’t match for 30 days.

This works well when

  • The data already exists in files or tools, even if it is messy.
  • One person can tell us which decisions the report should support.
  • Someone on your side can answer data questions within a day.

Look elsewhere if you need

  • A data warehouse or more than three sources. We can scope that separately.
  • Data that has to be collected from scratch before it can be reported.
  • Real-time operational screens refreshing every few minutes.

Ten working days, four checkpoints.

Scroll through how a dashboard comes together.

Day 1

Diagnosewhat matters

We agree the 5 to 8 numbers that drive your weekly decisions, and where each one comes from.

  • Sources and access agreed
  • One-page brief you approve

Days 2 to 4

Modelthe data

Your files are cleaned and connected with Power Query, so a refresh replaces copy and paste.

  • Checks for dates, duplicates and missing IDs
  • First numbers on day 4

Days 5 to 8

Buildthe dashboard

A focused dashboard in Power BI or Excel, with written definitions for every number.

  • Up to 3 pages
  • One round of feedback

Days 9 and 10

Verifyand hand over

Totals reconciled against your source files, then a recorded walkthrough for your team.

  • Reconciliation check
  • 30 days of fixes after handover
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Where clients usually go next

  • →

    Automate the inputs

    Replace the manual registers feeding the dashboard with a controlled workflow or Excel ERP.

  • →

    Add your website and ads

    Bring website enquiries and Meta or Google Ads into the same dashboard and judge spend by sales. See the Website Care Plan.

  • →

    Monthly support

    New measures, new pages and a monthly check that the numbers still reconcile.

Dashboard questions

What does it cost?

The price is fixed per dashboard and depends mainly on how messy the sources are. You get a written quote within two working days of the free call, before any commitment.

Power BI or Excel?

Excel if your team already works there and the dashboard is used by a few people. Power BI if it needs sharing, scheduled refresh or drill-down across a larger team. We recommend one on the call and explain any licence cost.

What do you need from us?

Read access to the source files or exports, one person who knows the numbers, and about two hours of their time across the ten days.

Can you sign an NDA?

Yes, before we see any data.

Which report takes the longest every week?

Tell us in a few lines. We reply within one working day with times for a 30-minute call.

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