Business intelligence & management dashboards
One trusted set of numbers for sales, margin, stock and cash, refreshed automatically and readable in a minute.
Problems I'm usually called in to solve
| The symptom | What is really going on |
|---|---|
| Three reports, three answers | Finance, sales and operations each calculate KPIs differently. |
| Reports arrive too late | Month-end packs land weeks after the month closes. |
| Excel exports everywhere | People download data and build their own versions. |
| Branches can't be compared | Data from POS, ERP and other apps isn't combined. |
Benefits of consulting with me
Agreed KPI definitions
Revenue, margin, food cost and stock turns defined once for everyone.
Daily refresh
Dashboards updated automatically from ERP and POS.
Branch and product comparisons
Spot the outlier store, item or salesperson quickly.
Mobile-friendly
Owners check performance from their phone.
Questions clients ask
Do I need Power BI or can my ERP do it?
Many ERPs include decent dashboards. Power BI or similar tools help when you combine several systems or need flexible analysis. I recommend based on your sources and users.
What KPIs should a restaurant or retailer track daily?
Typically sales vs target, average ticket, gross margin, food or product cost %, stock levels on key items, and labour cost %. The right list depends on your model.
Related guides
Discuss your IT or software requirement
Tell me about your project. I'll suggest a practical first step.