Power BI & automation

We streamline operations.

Dashboards and automation that turn scattered numbers and manual busywork into one clear, always-current view — for sales teams, individual products, and management accounts.

Built once. Updates itself. No more spreadsheet chasing.
Works with the tools you already use: Power BI Make.com Zapier Excel HubSpot Xero
Who it's for

Built for teams done chasing spreadsheets

Whether you're closing deals, running a product, or preparing the monthly accounts — you get one clear view instead of five conflicting tabs.

Sales teams & ICs

See performance, pipeline, and targets in one live dashboard — per rep or for the whole team — without chasing anyone for numbers.

Product owners

Track what matters for your specific product or line — not a generic company-wide report that buries the number you actually need.

Management & finance

Management accounts reporting that updates itself, so month-end is a review — not a two-day scramble through spreadsheets.

What we do

Two things, done properly

Clear dashboards, and the automation that keeps them true — so the numbers are right without anyone touching a spreadsheet.

01

Power BI dashboards

Custom dashboards built around how your team actually works — not a template. Built once, live forever.

  • Sales & pipeline reporting
  • Product-level metrics
  • Management accounts
02

Workflow automation

We connect your tools with Make.com and Zapier so data moves itself — no copy-pasting between systems before every meeting.

  • Sync between apps
  • Automated reports & alerts
  • Removing manual data entry
03

Ongoing support

As your business changes, your dashboards and automations should too. We keep it all running and adapt it as new needs come up.

  • New metrics & views
  • Maintenance & fixes
  • A real person to ask
How it works

From first call to live dashboard

No lengthy onboarding, no jargon. Three steps, and the manual work is gone.

1

Book a call

Tell us what's slowing your team down and where the manual work lives today. 20 minutes, no pitch.

2

We build it

Your dashboards and automations, tailored to your data and connected to your existing tools.

3

You go live

One clear view, updating itself. We hand it over, walk you through it, and stay on call.

See it in action

A real dashboard, built in days

A sales performance dashboard pulling live from a CRM — the kind of thing your team could be looking at next week.

▸ Replace with your demo video or a live Power BI embed

Tip: Power BI's “publish to web” gives you a live embeddable dashboard you can drop straight in here.

Proof

What clients say

Swap these for real quotes as you collect them — before/after and hours saved land hardest.

Placeholder — describe what was manual before, what's automated now, and the time it gave back each week.

A
Client name
Role, Company

Placeholder — a second quote, ideally about clarity: “we finally see our numbers in one place instead of five spreadsheets.”

B
Client name
Role, Company

Ready to stop chasing your numbers?

Book a free 20-minute call. We'll look at what you're doing manually today and show you what it looks like automated.

Book your free call →