Portfolio
A few examples of our work. Client names are withheld; sample builds are labeled.
Problem
A 22-store franchise was consolidating store sales, stock, and operating data by hand. Reporting was slow and hard to compare across locations.
Outcome
One reporting view across 22 locations, with a repeatable refresh process.
Problem
Monthly reporting required manual consolidation of P&L, cash flow, and margin data. The pack was slow to refresh and hard to audit.
Outcome
A cleaner reporting pack that the finance team can refresh and explain.
Problem
Invoices, payments, and aging were tracked across multiple Excel tabs, with reconciliation exceptions easy to miss.
Outcome
A repeatable AR/AP pack with a clear exception view.
Problem
Sales, stock, and margin data were spread across Shopify exports, supplier files, and manual spreadsheets.
Outcome
A single view of sales, margin, and stock risk.
Problem
A weekly report was rebuilt by copying data between files, fixing formats, and exporting a PDF.
Outcome
A repeatable one-click report instead of manual assembly.
Problem
Recurring reporting depended on consolidating Excel and CSV files manually, with duplicates and inconsistent formats.
Outcome
A documented pipeline that turns messy files into a queryable dataset.
Problem
Sales data lived in the CRM, spreadsheets, and inboxes, so pipeline, conversion, and revenue were hard to see together.
Outcome
One view of pipeline, conversion, and revenue by sales owner.
Problem
Ad spend and lead data were spread across platforms and spreadsheets, making channel performance hard to compare.
Outcome
One view of spend, leads, cost per lead, and channel performance.
Problem
Stock counts, supplier files, and sales data did not reconcile, and exceptions were easy to miss.
Outcome
A repeatable reconciliation with a clear exceptions view.
Problem
The sales team rebuilt quotations manually from product and price sheets, causing delays and inconsistent pricing.
Outcome
A template that generates consistent quotes from product and pricing data.
Your turn
Tell us what you need. We will reply with a clear scope and a fixed price.
