Management reporting
From multiple Excel files to one automatic management dashboard.
Sound familiar?
Does this sound familiar?
- Updating the same Excel files every month
- Combining data from multiple systems
- Endless VLOOKUP/XLOOKUP, pivot tables and manual work
- Different versions of the same report floating around
- Errors caused by manual data entry
- Management keeps asking for new numbers
- Nobody knows exactly which Excel version is the right one
Then it's probably time to automate your Excel reporting.
The difference
From manual copy-paste work to one automatic dashboard.
FROM
ERP
Excel 1
Excel 2
Excel 3
Manual checking
Management report
TO
ERP / CRM / Excel / other sources
Power BI
Automatic dashboard
Management
We remove the manual steps from your reporting process and build one central report that updates automatically.
Excel Scan
Which Excel report costs your organisation the most time every month?
In a short scan, we map out:
- which Excel reports you use
- which data sources are connected to them
- how much manual work is involved
- where errors can occur
- which report can be automated first
After the scan you get concrete advice: what you can automate, how you make it happen, and what it costs.
Book an Excel scan
Applications
Where we replace Excel for you.
Finance
Insight into revenue, costs, margin, budget versus actuals.
Inventory & sales
Inventory, revenue, products, customers and margins made visible.
Projects
Budget, hours, costs, invoicing and project margin.
Planning & operations
Planning, capacity, performance and operational KPIs.
Got an Excel report that's not listed here? We're happy to take a look.
The proof
See the difference for yourself.
Revenue.xlsx
Customers.xlsx
Sales.xlsx
Margin_final_v3.xlsx
€4.82M
Revenue
31.4%
Margin
+8.2%
Growth
€1.2M
Forecast
From 4 Excel files to one automatic dashboard.
Example
Demo case — for illustration purposes
From 2 days of Excel work to one automatic dashboard.
Situation
Every month, several Excel files were merged into the management report.
Problem
The process took around 16 hours and was prone to errors.
Solution
The data sources were connected and the report was rebuilt in Power BI.
Result
The report now updates automatically, giving management instant insight into revenue, margin and performance.
Services
01
02
03
04
Four clear options, no complicated projects.
Excel Scan
Discover what you can automate.
Book an Excel scan →Excel → Power BI
Replace your most important Excel report.
Send request →Power BI Support
Keep reporting automatically without maintaining everything yourself.
Send request →Power BI consultancy
Extra expertise and advice, whenever you need it.
Send request →
Why us
Practical, understandable and agile.
We work in an agile way: practical, step by step, and always focused on results.
No complicated BI project
We start with one report.
Focus on results
Not as many dashboards as possible, but less manual work.
Plain language
No technical talk without clear business value.
Agile approach
Short sprints, quick first results, and room to adjust together.
Contact
Curious which Excel report you can automate first?
Book a no-obligation Excel scan. We respond within one business day.
“I'm Shaties. After years of experience as a controller and business analyst, I now put that expertise to work helping companies run their operations more efficiently — less time spent building reports, more attention for the analysis that actually matters.”
Book an Excel scan.
Turn your data into decisions.