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What we do · Reporting & Analytics

Live dashboards instead of weekly spreadsheets.

We connect your ERP, CRM and other data sources to Power BI or Zoho Analytics, and build the reports management actually uses, so decisions are made on today’s numbers instead of last month’s export.

What we set up

Reporting that runs itself.

Management dashboards

Sales, margin, cash and operations on one screen, by entity and branch.

Financial reporting

P&L, balance sheet and budget versus actual, drilled down to transactions.

Sales and pipeline

Pipeline, conversion and salesperson performance.

Operations

Stock, delivery, production and service metrics.

Data connections

ERP, CRM, spreadsheets and local databases synced on a schedule.

Scheduled reports

Reports emailed to managers automatically every day or week.

In practice

How we build your reporting.

01

Agree the questions

List the decisions management makes and the numbers they need.

02

Connect the data

Bring data in from each system on a schedule.

03

Build

Design dashboards and check every figure against the source.

04

Roll out

Train managers and schedule reports to the right people.

Customer story · Jewellery retail

Jawahara Jewellers

Sales, inventory and finance data now syncs from a local database into live Zoho Analytics dashboards, replacing manual spreadsheet reports.

Zero
manual data uploads
Real-time
management insight

Platforms and services

Where we deliver this, and the services that usually go with it.

Questions

What clients ask before they start.

Power BI fits Microsoft-centred businesses and complex models. Zoho Analytics is quicker to set up for Zoho users and very cost-effective.

Yes. As with Jawahara Jewellers, we can sync a local database to the cloud on a schedule.

Usually every hour or a few times a day, depending on the source and licence.

Yes. Both Power BI and Zoho Analytics have mobile apps.