Reporting & dashboards
Reports that refresh on schedule and land in the right inbox, so nobody rebuilds the Monday file by hand.
Power BI, Excel and Databricks reporting for leadership, sales and finance: definitions agreed first, one source of truth underneath, and distribution that runs without anyone remembering to send it.
What you get
Every engagement is scoped in writing before work starts. These are the usual deliverables; take the ones you need.
Executive dashboardPower BI or Excel
Revenue, pipeline, bookings and margin at the grain leadership asks about, with drill-through to the deal.
IncludedScheduled reportsPower BI, Power Query or scripts
Daily, weekly, monthly and quarterly cuts that refresh themselves and arrive by email or Teams on a schedule.
IncludedMetric definitionsShared document
A one-page dictionary of what each number means and where it comes from, so two teams stop reporting two revenues.
IncludedData modelPower BI model or SQL views
A clean, documented model behind the visuals: one fact table per process, conformed dates, no hard-coded exceptions.
IncludedWhy this is a known quantity
The founder's in-house record on this exact work, before Known Quantity existed.
How it goes
- Step 1 of 3
Scope it in writing
A few emails to pin down the problem, the data and what "done" looks like. You get a written scope and a price before anything starts.
The full process - Step 2 of 3
Build on your real data
Days, not months, for most projects. We say which parts were automated and which were checked by hand.
How we use automation - Step 3 of 3
Hand it over, documented
Files, logic and a walkthrough. Nothing depends on us to keep running.
What that looks like
Questions people ask
Power BI or Excel?
Whichever your team will open. Power BI when many people need the same view with drill-down; Excel when a few people need to work the numbers. Often both, from the same model.
Can you connect to our systems?
Yes: Salesforce, NetSuite, Dynamics, Business Central, SQL warehouses and Databricks, or a scheduled export if direct access is not on the table.
What happens when you are gone?
The model, the refresh schedule and the definitions are yours and documented. Nothing routes through us to keep running.
Related work
Sales compensation & quotas
Commission plans that pay the right amount, on time, with an audit trail reps can read.
Read moreCRM & ERP data quality
Clean, trusted records in Salesforce, Dynamics, NetSuite and Business Central, and the checks that keep them that way.
Read moreForecasts & financial models
Revenue forecasts, budgets, pricing and cash-flow models in clean, traceable spreadsheets.
Read moreReady to scope reporting work?
Send a few lines about the problem and the tools involved. You will have questions or a quote within one business day.