Business Reporting
Reports and dashboards built for small businesses on data you can rely on, answering the questions your business actually asks.
About my Business Reporting Services
I build the reporting layer that sits on top of your business systems — reports, dashboards and KPIs that show what's happening and support the decisions you need to make.
From reports inside your CRM or ERP, through BI platforms such as Power BI, Tableau and Zoho Analytics where the numbers span several systems, to direct SQL work against a database or warehouse when the question goes beyond what an application's own tools expose.
Good reporting is mostly a data and business answers question. A report is a view of what's underneath it, so the useful work usually starts with the data and business processes: what's held, where, how consistently, and whether the definitions everyone assumes are shared actually are.
I run reporting work using Flow7, my own seven-step framework, applying the same structured approach to sources, definitions, mapping and testing as I do to data migrations.
What I offer
Report Scoping
For new or existing reports I scope what the report is meant to answer or show , where, when that needs to be visible and who needs to see it.
Reporting and Dashboard Builds
Building and testing the reports, dashboards and KPIs themselves, with the figures validated against source data so you can rely on them from day one.
Types of Business Reporting
In-system reports and dashboards
BI platforms
SQL and database reporting
Scheduled and automated reporting
AI-assisted reporting
Who is my Business Reporting Service for?
This is for small businesses needing to make decisions from their business data and feel they do not have clarity right now, or existing reporting needs upgrading.
A common starting point is the monthly spreadsheet — exports from two or three systems, combined manually, taking half a day and out of date shortly afterwards. That work is usually a good candidate for automation once the definitions are settled.
It also suits businesses whose data sits across several systems, where sales lives in the CRM, invoices in the accounts package and delivery somewhere else, and a single figure spanning all three is hard to produce.
If you're running reports today but the numbers don't always reconcile, the answer generally lies in the underlying data and the definitions rather than the report itself — and that's work I cover as part of the build.
Growing businesses often reach a point where the reporting that suited a smaller operation no longer answers the questions being asked of it. Reasons can be varied for improved reporting.
I work across Zoho, HubSpot, Pipedrive, NetSuite, Sage X3, Xero, QuickBooks and Sage Accounting, alongside BI platforms including Power BI, Tableau and Zoho Analytics, and direct SQL work.
Using something else? The approach is the same — I review what data it holds, what it can export or connect to, and what reporting is realistic.
Benefits of my Business Reporting Service
What my reporting services give you:
- Clear figures you can act on, visible where you need them.
- Agreed definitions, so the same number means the same thing across the business.
- Manual report assembly replaced by something that runs on a schedule.
- Reporting that spans systems, rather than one view per platform.
- The underlying data addressed as part of the work, not left for later.
How my Business Reporting Service works
Following your enquiry:
- We arrange a video call and start with a Report Fact Find — a 30-minute conversation about your reporting needs and the systems involved.
- Following your agreement I work on detailed Report Scoping to provide a quote for your reporting needs. This is a fixed price.
- Once a quote is agreed, I build in stages and test against your real business data.
- Each report is documented so you know what is used to build and run the reports or dashboards, and you have direct access to me throughout.
- After reporting go-live I can support you, either as ad hoc or as part of my monitoring: CRM AdminWatch.
Pricing of my Business Reporting Service
Report Fact Find
Free 30 Minutes
Report Scoping
From £99*
Report & Dashboard Builds
By Quotation*
*All Reporting quotes are based on the time and complexity of the project. I also work to fixed price project rates or day/hourly rate consultancy pricing based on my current contract rates.
Frequently Asked Reporting Service Questions
Usually because each system is answering a slightly different question. Sales figures in a CRM may count deals at close date while the accounts package counts them at invoice date; one may include VAT and the other not; one may exclude cancelled orders that the other still holds. Reconciling reports is generally a matter of agreeing definitions and checking how each system stores and dates its records, rather than a fault in either report.
Start with native reporting where it can answer the questions you need. It's included in your subscription, runs on live data and needs no additional setup. A BI platform earns its place when reporting needs to blend data from several systems, retain history the source system overwrites, or presents analysis beyond what native tools offer.
It answers a question someone is actually asking, uses definitions everyone agrees on, arrives when the decision is being made rather than after it, and shows enough to act on without needing interpretation. A short report that gets used is worth considerably more than a comprehensive one or complicated fancy dashboard
Directly, because a report is a view of what's underneath it. Duplicate records inflate counts, blank fields quietly exclude records from filtered reports, and inconsistent formatting prevents matching between systems. Sorting this out is crucial in a reporting project, and it improves everything else built on that data afterwards.
Yes. Reports can be generated and distributed on a schedule or triggered by an event — a monthly management pack, a weekly pipeline summary, an alert when a figure passes a threshold. This is often where reporting and automation meet.
AI is particularly useful for the commentary around the numbers e.g. drafting the summary that accompanies a monthly report, highlighting movements worth attention, or turning a set of figures into a readable narrative. AI handles the writing, and a person reviews it before it goes anywhere. AI can be used to calculate numbers but you are then using tokens and function easily handled elsewhere.
