Turn information currently processed manually into a more organized and automated reporting process.
This service is designed for businesses that use Excel, Google Sheets, or other data sources and need to reduce the manual work required to prepare and update reports.
The published price covers the implementation of a basic reporting package, defined according to the characteristics and needs of the business.
Ideal for
✓ Small and medium-sized businesses
✓ Businesses with recurring sales and operations
✓ Companies working with Excel or Google Sheets
✓ Teams preparing reports manually
✓ Businesses that need to monitor KPIs regularly
✓ Companies that need to centralize information from different sources
What's included?
✓ Initial analysis of the available data sources
✓ Organization of the data required for reporting
✓ Automated data loading and updating
✓ Definition of basic business indicators
✓ Creation of a customized report
✓ Data refresh configuration
✓ Testing and validation
✓ Basic guidance on how to use the report
Reporting examples
📊 Sales and Revenue
• Sales by period
• Sales by product or category
• Key sales indicators
👥 Customers
• New customers
• Commercial activity
• Basic customer tracking
📦 Inventory
• Stock levels
• Inventory movements
• Inventory indicators
⚙️ Operations
• Operational volume
• Performance tracking
• Operational KPIs
📈 Business Performance
• Key KPIs
• Performance trends
• Information to support business decisions
Benefits
✓ Reduce the time spent preparing reports
✓ Eliminate repetitive reporting tasks
✓ Reduce errors caused by manual processes
✓ Centralize relevant business information
✓ Make periodic KPI monitoring easier
✓ Keep reports updated with less manual intervention
Example workflow
Data → Processing → KPIs → Report → Automated Refresh
Information can come from Excel, Google Sheets, or other compatible sources and go through an automated process to generate and update the report.
Not included
✗ Complete Data Warehouse projects
✗ Advanced Business Intelligence projects
✗ Multiple complex dashboards
✗ Large-scale enterprise integrations
✗ Large data migrations
✗ Custom software development
✗ Multiple-system or complex API integrations
These projects may require a separate scope assessment and quotation.
Important
The price covers a basic reporting and automation package.
The number of data sources, KPIs, transformations, and integrations will be defined during the initial assessment. Requirements beyond the package scope will be quoted separately.
How to get started
Tell us:
• Your type of business
• What information you need to monitor
• Where your data currently comes from
• How you currently prepare your reports
We can review your current process and determine which parts can be automated.
Spend less time preparing reports. Spend more time using your data to make decisions.