The Dashboard Demo
See how Excel can transform your FP&A reporting
Automate Reporting | Visualise Performance | Drive Better Decisions | Financial Storytelling
FP&A Dashboard Demo
Transform your reporting — one dashboard at a time | Replace your monthly reports, multiple slide decks, with one dashboard
the benefits of Dashboards
Built in Excel — no new software, no extra licenses. If you can open a spreadsheet, you can use our dashboards
Simple
Say goodbye to multiple spreadsheets — our dashboards turn complex data into easy-to-understand visuals.
Easily Tailored
Need a sales report, financial tracker, KPI dashboard, or something unique? We tailor it to you.
Interactive analysis
Click your way to insights — leave static reports behind.
Other Dashboard Demos
If your data can be downloaded into Excel, any dashboard can be built
Your Dashboard Questions Answered
Frequently asked questions about our dashboards and 15 min discovery call.
Excel Dashboards
- Do I need special software to use these dashboards? No, all dashboards are built in standard Excel using simple formulas. No VBA, macros, or additional software is required.
- Can these dashboards be customised for my business? Yes, dashboards can be tailored to your KPIs, dimensions, and reporting needs.
- Are the dashboards interactive? Yes, click and filter the data, rather than relying on static reports.
- Why choose Excel dashboards instead of Power BI or other software? Excel dashboards are quicker to build, cheaper, and fully customisable.
- How will dashboards improve my reporting process? Dashboards reduce manual effort, consolidate multiple reports into one view, provide a single source of truth, and make KPIs easier to track and act on.
- Can I use these dashboards with my sensitive company data? Yes, dashboards are Excel-based and hosted internally on your systems, keeping your data secure.
The 15 min Discovery Call
- What is included in the 15-minute discovery call? We’ll discuss your current reporting challenges, pain points, and goals to identify which solutions will benefit you.
- Is the 15-minute discovery call free? Yes, the call is completely free.
- Do I need to prepare anything? No preparation is required - just come ready to discuss your current reporting challenges and goals.
- What happens after the 15-minute discovery call? Based on the call, we either provide: 1) A tailored proposal outlining options, scope, timelines, and investment, or 2) For more complex projects, a paid consultation to dive deeper into solution design.
- How does the paid consultation work? For complex projects, we schedule a 1 to 2 hour meeting to deep dive into your reporting and financial models to develop the best dashboard reporting suite to meet your requirements.
Why CFOs trust us?
Because we know what we are doing
Experienced
Chartered Accountant, with over 15 years experience in FP&A and Commercial Finance. We've seen it all and done it all.
Problem Solvers
Most finance teams think they need Power BI or expensive software to modernise reporting. In reality, Excel can handle 90% of your reporting needs — faster, cheaper, and fully tailored to your business.
We love it
We’ve developed a wide range of Excel dashboards — from forecast vs. actual trackers and sales performance dashboards to board reports tailored to executive teams.