Notes on data and reporting

Practical explanations for teams reviewing their reports, data systems and use of AI.

Power BI or Excel: when is it time to switch?

Five signs that reporting has outgrown manual spreadsheets, and what changes when you introduce a shared data model.

A practical guide to pipeline conversion, manager performance, deal ageing and marketing source reporting.

What is needed for an assistant to answer questions from business data, and how to check its answers.

Tell us what you need to measure and where the data lives. We will review the request and outline a practical next step.