THE UMBRELLA
Reporting & Analytics
Reports your team can build themselves, on data that only exists in one place — so two people asking the same question get the same answer.
What we build
Reports your own team can build without a developer, on data that exists exactly once. Profitability by job, client, team and month — scheduled to arrive before the meeting that needs them.
What is included
- Report builder for non-technical staff
- Scheduled reports by email
- Profitability by job, client, team and month
- Cohort and trend analysis
- Custom metrics you define
- Export to Excel, CSV and PDF
Typical delivery: 4–6 weeks. Scope and delivery window are established in an assessment visit — we do not publish prices, because a real answer depends on what we find inside your business.
Who wins, and how
Your team
- Drag-and-drop answers to their own questions — no ticket queue
- Scheduled reports arrive by email before they’re asked for
- Excel export always there for the spreadsheet loyalists
Your leadership
- Profitability sliced any way you want, from one source of truth
- Trends and cohorts, not just snapshots — see where things are heading
- Custom metrics defined once, used consistently everywhere
Your organisation
- Decisions at every level made on evidence, not instinct
- The gap between "we think" and "we know" closes for good
- Analysis time collapses from days of assembly to minutes of asking
How delivery actually runs
Week 1 — We come and look
A Business Systems Analyst spends a day inside your business, sitting with the people who actually do the work.
Weeks 2–4 — We build in the open
You see working software every week, not a status report. What is wrong gets said early, while changing it is still cheap.
Week 5 — Your data moves across
Spreadsheets, the old system, the shared drive — migrated, reconciled and checked against what you had.
Week 6 — Go live, then stay live
Training for the people who will use it, then support that answers. We do not hand over a login and disappear.
What it connects to
Reporting & Analytics is not an island. It shares records with:
- Data Layer & Sync — One customer, one record. The single source of truth that makes every dashboard downstream worth believing.
- Executive Dashboards — One screen that reads across every department — and lets you click a number until you reach the record behind…
- Finance & Invoicing — Raise, chase and reconcile without re-typing anything. The invoice knows which job it came from, because the…