Data Reporting Consultant
Scotland & UK
Most businesses generate plenty of data. The problem isn't having enough — it's getting it into a form that actually informs decisions. That's what data reporting solves.
I design and build reporting solutions that replace manual monthly reporting work with live, automated dashboards — built around the decisions your business needs to make.
Types of reporting I build
Every business has different reporting needs. These are the most common types I build — often combining several into a single integrated reporting solution.
KPI dashboards
Define the 5–10 metrics that actually tell you how your business is performing. Build a dashboard that shows them in real time — no more waiting for end-of-month reports.
Management reporting
Monthly board packs, weekly performance summaries, daily operational snapshots. Automated so they're ready when you need them, without manual compilation.
Financial reporting
P&L, cash flow, budget vs actuals, debtor aging. Connected directly to Xero, QuickBooks, or Sage — always up to date, always consistent.
Sales & pipeline reporting
Lead volumes, conversion rates, revenue forecasts, pipeline by stage. Know where your next month's revenue is coming from before the month starts.
Operational reporting
Whatever your business tracks day-to-day — jobs, bookings, production, stock, staff utilisation. Build the operational view that keeps everything running smoothly.
Data quality & governance
Reports are only as good as the data behind them. Data quality audits, cleaning processes, and governance frameworks that keep your reporting trustworthy.
How it works
A structured process that delivers reporting that actually gets used — not just built and forgotten.
Understand the questions
What decisions does this report support? What questions is it answering? Good reporting starts with understanding what you actually need to know.
Audit your data
Where does the data live? How often does it update? How clean is it? A realistic assessment of what's possible before any build work starts.
Design the solution
Agree the metrics, the layout, the update frequency, and who needs access. Fixed-price quote before any work begins.
Build & test
Build the report, validate the numbers against known-good figures, and test with real users before handover.
Train & hand over
Training session, documentation, and ongoing support. You understand exactly how it works and how to get more out of it.
Related services
Know what's happening in your business, right now
Free 30-minute call. Tell me what you currently report on and what you wish you could see.
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