These examples describe the work and scope without naming clients where confidentiality arrangements apply. Figures and project details are based on the examples published by Bex.
A juice-bar group compared branch results at month end using separate spreadsheets. We created an operational report covering sales by branch, product and hour, products bought together and outlet-level financial results.
A construction company needed a clearer view of deals by manager, source and project. The report shows sales stages, signed contracts, active deals and customers who may need follow-up.
For a group with two subscription brands, we combined CRM exports, accounting data and planning sheets. Reporting covered call-centre activity, contracts, service requests, technician workload, materials and bonus calculations.
Tell us what you need to measure and where the data lives. We will review the request and outline a practical next step.