Services/Financial Analytics & Dashboards
Monthly • Quarterly • Project

Financial Analytics & Dashboards

Dashboards built around the numbers leadership actually checks.

Power BI and Excel dashboards connected to your real data — tracking sales, cash, and profitability in one place instead of scattered spreadsheets.

Billing
Monthly • Quarterly • Project
Ideal clients
  • Teams without a single source of truth for numbers
  • Leadership wanting a monthly pack, not raw data
  • Businesses tracking sales, cash, or profitability trends
Services included

Everything covered in this category.

Power BI Dashboards

Live, connected dashboards built in Power BI with automated data refresh, so leadership always sees current numbers without a manual export.

one-time build · Get a custom quote

Excel Dashboards

Portable, formula-driven dashboards for teams that live in Excel and want zero licensing overhead.

one-time build · Get a custom quote

KPI Reporting

Ongoing tracking of the handful of metrics that actually drive your decisions, delivered on a fixed schedule.

per month · Get a custom quote

Sales Analytics

Pipeline, conversion, and revenue trend analysis broken down by product, region, or channel.

per engagement · Get a custom quote

Financial Analytics

Deep-dive analysis of margins, cost drivers, and financial trends behind your headline numbers.

per engagement · Get a custom quote

Cash Flow Analytics

Visibility into cash position, receivables ageing, and payables due dates in one connected view.

per engagement · Get a custom quote

Budget vs Actual

Variance tracking that flags where spend or revenue is drifting from plan before it becomes a surprise.

per month · Get a custom quote

Profitability Analysis

Product, client, or project-level margin breakdowns to find what's actually profitable and what isn't.

per engagement · Get a custom quote

Executive Dashboards

A single leadership view combining the metrics that matter most, updated automatically each cycle.

one-time build · Get a custom quote

Data Visualization

Clear, presentation-ready charts and visuals built from your raw data for reports or board decks.

per engagement · Get a custom quote
Deliverables

What you walk away with.

  • Live Power BI or Excel dashboards
  • Automated refresh setup
  • KPI reference guide
  • Executive summary exports
Engagement models

How this can be structured.

Monthly RetainerQuarterly EngagementProject-Based