SCOPE EXAMPLE
Warehouse delay dashboard
- 01 / Current Situation
- Ops lead spent ~90 minutes each morning on CSV delay hunts.
- 02 / OpsPatch Build
- Power BI on daily export with owners and 7am digest.
- 03 / Delivered Handover
- PBIX + refresh schedule.
Reporting & dashboards
Your month-end report should not start on Thursday night
One dashboard or automated report pack wired to data you already export, inventory, sales, ops, or management KPIs, with refresh steps your team can maintain.
From £450 · typical reporting sprint £450-£1,350
Common situations
Each manager keeps their own version of the numbers
Leadership asks for a KPI you cannot pull without an hour of VLOOKUP
The “dashboard” is a PDF that was wrong before it was sent
Stock or pipeline numbers only exist in one person's head
What can be included
Power BI or Looker model on top of your exports
Scheduled PDF/email pack on a calendar
RAG KPI tiles with named owners
Exception alerts when a metric crosses a threshold
Defined Deliverables
Typical scopes
SCOPE EXAMPLE
Multi-branch service business
- 01 / Current Situation
- Branch managers sent different Excel formats weekly.
- 02 / OpsPatch Build
- Standard input tabs → consolidated Looker dashboard.
- 03 / Delivered Handover
- Looker Studio + input governance.
SCOPE EXAMPLE
Finance monthly pack
- 01 / Current Situation
- Month-end pack rebuilt from five sources.
- 02 / OpsPatch Build
- Automated pack with exception highlights.
- 03 / Delivered Handover
- Excel automation + BI layer.
Common tools
- Power BI
- Looker Studio
- Excel
- Google Sheets
- SQL exports
- SharePoint