I turn your spreadsheets
into decisions.
Most small businesses already have the numbers they need. They're just spread across a till, a booking system and three spreadsheets that disagree with each other. I put them in one place and tell you what they mean.
Packages built for small business budgets
No enterprise contracts, no year-long engagements. Pick what fits, upgrade when you're ready.
Data Audit
A full review of how your business currently tracks data, with a clear list of quick wins and a cleanup plan.
Dashboard Build
A custom Power BI or Excel dashboard connected to your sales, inventory, or marketing data — built once, used daily.
Monthly Reporting
Ongoing dashboard maintenance, a monthly written insights report, and a 30-minute review call.
Ad Hoc Analysis
One-off questions or reports when you need an answer fast, without committing to a full project.
How it works
Three steps, no confusing handoffs.
Free audit call
20 minutes to look at what you're tracking today and flag the biggest opportunity.
Build & connect
I build your dashboard or report directly from your existing spreadsheets or systems — no new software to learn.
Deliver & train
You get the finished dashboard plus a short walkthrough so your team can actually use it.
What this looks like in practice
A working dashboard, not a picture of one. Switch between three kinds of business, change the time range, and flip the breakdown from revenue to profit — the ranking changes, and that change is usually where the money is.
Built on sample data so you can click it freely. Yours would run on your own numbers and refresh as they come in.
What I’ll need from you
The most common reason people put this off is not knowing what to hand over. Here it is, plainly. If you don’t have all of it, that’s fine — working out what you do have is part of the audit call.
Your sales records
Whatever your till, invoicing software or online store already exports. Square, Shopify, QuickBooks, Toast, a booking system — they all export. A CSV or Excel file covering the last twelve months is ideal; less is still workable.
What things cost you
Purchase price per product, or an hourly cost for service work. This is the piece most businesses don’t have to hand, and it’s the piece that turns a revenue report into a profit report. Approximate is genuinely fine to start.
The spreadsheet you already keep
Almost every business has one — the rota, the stock count, the job tracker someone maintains by hand. Messy is expected. That file usually tells me more about how the business actually runs than the official system does.
Ten minutes of context
What the numbers mean, which figures you don’t trust, and what you’re actually trying to decide. Data without this produces a tidy dashboard that answers nobody’s question.
What I don’t need
Worth saying explicitly, because it’s the thing people worry about: I don’t need your customers’ names, email addresses or payment details, and I don’t need admin logins to your systems. Exports and read-only access are enough for almost every engagement. Where anything more is genuinely required, it gets agreed in writing first — never assumed.
How your data is handled ↗
Data and design, from someone who's done both
I build websites for companies — which means I understand both sides of your business: the traffic and marketing data your site generates, and the operational data (sales, inventory, scheduling) that keeps you running.
I specialize in Excel and Power BI because that's where most small businesses already live — no need to migrate to expensive new software just to see your numbers clearly.
- Hands-on experience with real business data, not just tutorials
- Dashboards built in tools your team already knows
- Plain-English reporting, no unnecessary jargon
- Background in web design means I also understand your marketing data
Schedule your free audit call
Pick a time that works for you. You'll get a confirmation and a calendar invite straight away — no waiting on me.
Booking is handled by Cal.com. The name and email you enter are used only to set up and confirm this call — see the .
Scroll inside the panel to reach every field, or open the booking page in a new tab ↗
The five questions your numbers should answer
Every dashboard I build is organized around these. Most businesses don't need all of them — the free audit call is where we figure out which ones actually matter for you.
Revenue
How much money are you making?
- Revenue and growth over time
- Orders or jobs completed
- Average transaction value
- Revenue by product or service
Profitability
Where are you actually making money?
- Gross profit and gross margin
- Cost of goods sold
- Labor cost
- Profit by product or service
- Profit by customer
Customers
Who is buying from you?
- New vs. returning customers
- Customer retention
- Repeat purchase rate
- Customer lifetime value
- Acquisition cost
Operations
How efficiently are you running?
- Inventory turnover
- Labor utilization
- Sales per labor hour
- Order fulfillment time
- Scheduling efficiency and waste
Marketing
What's actually bringing in customers?
- Website traffic and conversion rate
- Leads and cost per lead
- Customer acquisition cost
- Revenue by channel and ROAS
- Email performance
Not sure which of these matter for you?
That's exactly what the free audit call is for. Twenty minutes, no pitch — we look at what you're tracking today and I'll tell you the one number you're missing.
Book a Free AuditWhat you'll pay, and what moves it
There are no packages to squeeze yourself into. Three things decide the number, and you'll have it in writing before any work starts.
How clean the data is
A tidy export takes an afternoon. Six months of inconsistent entry, duplicate records and merged cells takes considerably longer — and that cleanup is usually where the real findings turn up.
How many places it lives
One spreadsheet is straightforward. A point-of-sale system, a separate booking tool and three spreadsheets that disagree with each other is a different job.
Whether you want it maintained
A one-off build hands you the file and a walkthrough. Ongoing means it stays current, gets reviewed monthly, and someone tells you what changed.
Every engagement starts with the free audit call. I'll tell you which of these fits — and if none of them do, I'll say that too.
Book a Free AuditLet's find your biggest data opportunity
Prefer email over booking a slot? Send a note and I'll get back to you within 3 business days.