Replacing fragmented spreadsheets with a single Power BI dashboard connected to a structured Excel data source — cutting weekly reporting time by 75% and giving leadership one source of truth.
Scope
Internal reporting systems
Tools
Power BI · Excel
Adopted by
CEO, COO, Sales, Ops, Quality
Live, filterable dashboard covering leads, traffic, conversions and revenue by channel — dynamically connected to a single Excel data source, replacing multiple manual spreadsheets
The problem
“Fragmented reporting across multiple spreadsheets limited visibility for senior stakeholders and slowed performance decision-making.”
Strategy
Create a single reporting dashboard that automatically updates daily when figures are input.
Enable dynamic data manipulation to show graphs, charts and figures based on whatever KPIs are being tracked.
Execution
Built a structured Excel data source connected to a Power BI dashboard, creating a single performance-reporting system for marketing, sales and leadership teams.
My role
Designed and built the Excel-to-Power BI reporting system, defined the KPI structure and developed dashboards that gave marketing, sales and leadership teams a single source of performance data.
−75% Turnaround
Weekly reporting: 2 hrs → 30 mins
Org-Wide Adoption
CEO, COO, Sales, Ops, Quality
Fewer Errors
Eliminated manual data-entry errors
Evidence
The reporting system, before and after.
Before
Process
Multiple manual spreadsheets, updated by hand across disconnected files
Weekly reporting time
2 hours
Visibility
Limited for senior stakeholders; performance decision-making slowed
After
Process
Single Power BI dashboard, updating daily from a structured Excel source
Weekly reporting time
30 minutes
Visibility
Org-wide — CEO, COO, Sales, Ops and Quality, one source of performance data
Conversion-type breakdown with organic vs. paid traffic split (GA4-sourced)
Connected data model — centralised Excel dataset feeding the Power BI dashboard, replacing multiple manual spreadsheets (selected data blurred for confidentiality)
Takeaway
Reporting is a product, too — this system replaced hours of manual work with one connected source of truth, so decisions could be made in minutes rather than at the end of the week.
