Excel in BIBusiness reporting & Power BI · Australia + New Zealand
Understand your numbers. Make better business decisions.
Excel in BI brings the information in your business systems into clear, connected reports. See where you make money, which customers or products need attention, and what to do next—without spending hours in spreadsheets.
Bring one business question and the systems you use. We’ll discuss a practical starting point. No obligation.
Three service lines explain 71% of the margin improvement.
We work with the systems you already use
01 / What this means for your business
Less time finding the numbers.
More clarity on what to do.
See where profit is being lost
Bring revenue and costs together to understand which products, jobs or customers make money—and which need a closer look.
Make better pricing and spending decisions.
Spot problems earlier
See customers buying less, products that have stopped selling and stock that needs attention.
Know where to focus sales and purchasing.
Spend less time preparing reports
Connect the information you currently export and combine by hand, with reports that refresh on an agreed schedule.
Give your team more time to run the business.
Already using Cin7, Xero, Simpro or other business software? We work with your existing systems. You don’t need to know which reporting tool or technology to choose.
02 / Client projects
What this looks like in practice.
A few examples of the questions we have helped businesses answer.
See which customers are buying less.
For Venture Medical, we brought Cin7 sales, stock and order information into Power BI reports.
The benefitThe owner could see declining customers, products that stopped selling and stock risk in one place.
Read the project
Compare past performance accurately.
For Lean Digital, we built a way to preserve reporting history from Scoro for an installation business.
The benefitThe reporting could show how the business looked at an earlier date, even after the original records changed.
Read the project
Find products that cost more to store than they earn.
For a wholesale business, we brought product, sales and storage costs together to show a fuller picture of profitability.
The benefitThe analysis identified products whose storage costs exceeded their profit, giving the business a reason to review what it kept in stock.
Read the project03 / How we help
Tell us what you need to understand. We’ll handle the data.
You work directly with Excel in BI, from the first conversation to the finished reports. We bring the business question, the data and the reporting together.
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01
Understand your business
We start with what you need to know, how you make decisions today and where your information lives.
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02
Put the information together
We check the data, agree how your numbers should be calculated and build the connections. You get a clear scope and costs before the build starts.
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03
Make it useful for your team
You get reports built around your questions, with a walkthrough so your team understands the numbers and how to use them.
04 / Before you get started
A few practical questions.
Do we need to replace our existing software?
Usually, no. We connect the information in the systems you already use and build reporting around it. We check what your software makes available before agreeing the project.
What will we receive?
Depending on your project, you receive connected reports or dashboards, agreed calculations for your key measures, and a walkthrough for your team. We agree the deliverables with you before work begins.
How much will it cost?
The cost depends on the questions you need answered, the systems involved and the quality of your data. After the free discovery call, we propose a scope and quote. We explain any ongoing software or connection costs before you commit.
Can you work with our business in Australia or New Zealand?
Yes. Excel in BI is based in Auckland and works remotely with businesses across Australia and New Zealand.
Your next decision can be clearer
Which business question is hardest to answer today?
Tell us in a free 30-minute call. We’ll discuss what you need to see, where the information is and a practical way forward. No technical brief needed.
Request a free 30-minute callPrefer email? Tell us what you need to see.