Dashboards & reporting

Your key figures at a glance. Always up to date.

I take the numbers from the lists and systems you already have and turn them into a dashboard. Usually in Power BI, sometimes Excel is enough. It updates itself, and nobody has to copy files together at the start of the month any more.

ToolPower BI or ExcelWhatever suits your company. Licences stay with you.
DataWhat you already haveExports, Excel lists, folders, database views
RefreshSchedulede.g. daily or every Monday at 7 am
PriceFixed pricebinding after the potential check

Questions a good dashboard answers in seconds.

A dashboard is not an end in itself. It should answer exactly the questions for which someone currently pulls files together every week.

01Where do we stand this month?Revenue, order book and contribution margin – compared with last month and with the plan.
02What makes money, what costs money?Products, customers or locations by contribution margin, not just by revenue.
03Where do we need to follow up?Overdue invoices, stalled quotes, falling orders from regular customers.
04Is the number even right?Every key figure is defined once, cleanly, and reconciled with your accounts.
How it works

Four steps. You can stop after any of them.

Even if the potential check shows that you should clean up your master data first, you still gain something: a clear list of what needs doing and who takes care of it.

01

Intro call

You tell me where things get stuck. I tell you whether a dashboard is the right solution at all. 30 minutes, free, no data needed.

02

Potential check · €490

We review your sources together. You get it in writing: which key figures your data holds, the effort, a preparation list and a fixed-price quote.

03

Building the dashboard

Data model, key figures, report pages. Before we sign off, you put the numbers next to your accounts and check that they are right.

04

Handover & support

Training, documentation and all files belong to you. If you like, I keep looking after the dashboard on an ongoing basis.

Clearly defined

What’s included – and what isn’t.

I can only quote a fixed price once it’s clear what is included. That’s why it is set out in black and white beforehand.

Included

  • Key figures defined and documented together
  • Connection to your exports, lists and systems (read-only)
  • Scheduled refresh
  • Reconciliation of the figures with your accounts or ERP
  • Training and handover of all files
  • Bug fixing after acceptance

Not included

  • Large-scale data cleansing – you get a guide for it
  • Changes to your ERP system – that is for your ERP partner
  • Real time, unless explicitly agreed
  • Software licences – the potential check names the costs up front
Try it yourself · 1 minute

Which customer is actually costing you money?

Instead of telling you how much faster a dashboard is: try it. The same question twice, once as a table, once as a dashboard.

Round 1 of 2
0.0 s

In front of you is the monthly report for your twelve most important customers. Exactly one of them is costing you money once you deduct cost of goods, discounts and delivery & service. Find it.

  • 12 customers
  • 1 loss-maker
  • The clock is running
Monthly report per customer in euros
CustomerRevenueCost of goodsGoodsDiscountsDisc.Delivery & serviceDeliv./
service
Tip: revenue minus cost of goods, discounts and delivery & service.

New month, new numbers, same question. This time as a dashboard.

Contribution margin per customerEuros · this month · sample data
–faster with the dashboard
Table–
Dashboard–

That was twelve customers and one month. Your company has more – and the question comes up again every month.

All figures are made up. Timing happens only in your browser; nothing is stored or transmitted.

Your own numbers

What does gathering the numbers cost you today?

Make a rough estimate of how much time goes into collecting figures each week. The calculator only multiplies your own values. It doesn’t promise any savings; it shows what the search already costs you today.

Per year, based on 46 working weeks €12,420 276 hours a year – roughly 7 full working weeks
That is €1,035 a month.

How much of this a dashboard can take over depends on your data. We can work that out in a free 30-minute intro call.

FAQ

What you probably want to know.

How much does a dashboard cost?

That depends less on the number of data sources than on how clean and linkable they are. Five well-kept Excel lists are often less work than two systems without a shared customer number. That’s why you get the binding fixed price after the potential check – before that, any figure would be a guess.

Do I need Power BI for this?

No. Power BI is often the best choice, but sometimes a well-built Excel file with Power Query is enough. I use the tool that fits your company and your existing licences, not the most expensive one.

Do you only work with certain industries?

No. Revenue, contribution margin, order book and receivables exist in every company. What a key figure means for you exactly, we define together with your specialists.

What happens to our data?

Before I access anything, we sign a non-disclosure agreement and a data processing agreement. I prefer to work directly in your systems or with anonymised extracts, and I never put customer data into AI tools without your written approval.

Can we change the dashboard ourselves later?

Yes. Files, data model and documentation belong to you. You or someone else can keep working with them – you are not tied to me.

First step

30 minutes, free, no data needed.

Tell me which numbers someone in your company pulls together every week. Then we’ll see together whether a dashboard is worth it.