Excel became the control center
Teams maintain different file versions and leadership spends time reconciling numbers.
BI reports · Power BI · management analytics
BI reports and dashboards for business decisions
I connect data from 1C, CRM, Excel, databases and APIs into clear reporting for sales, finance, inventory, procurement, marketing, requests, KPIs and operations.
01 When It Helps
When reporting is manual, decisions become slower
BI reporting is not about decorative charts. It is about reliable numbers, visible deviations and faster management action.
1C and CRM are disconnected
Sales, payments, inventory and procurement live in separate systems.
KPI definitions differ
Revenue, margin, debt, conversion and stock metrics need one shared logic.
Reports arrive too late
Dashboards should show issues while there is still time to act.
02 Dashboard Types
Dashboards built around real management questions
Start with one direction, align metrics, then expand into a reporting portal.
Sales and funnel
Revenue, orders, leads, conversion, average check, repeat purchases, managers and channels.
- sales plan vs actual
- funnel and conversion
- ABC / RFM analysis
- manager performance
Finance and profit
Cash flow, payments, debt, P&L, margin, expenses and profitability.
- cash flow
- accounts receivable
- margin
- budget plan vs actual
Operations and inventory
Stock, turnover, procurement, requests, SLA and overdue tasks.
- stock movement
- shortages and excess
- request statuses
- supplier analytics
Marketing efficiency
Leads, CAC, ROMI, CPL, sales by source and campaign dynamics.
- lead cost
- ROMI
- end-to-end analytics
- campaign trends
03 Process
Start with the first useful report, then expand
This keeps the project focused and makes value visible early.
Goals
Define users, decisions and reporting questions.
Sources
Check data sources, access and quality.
Metrics
Align KPI formulas, filters and periods.
Dashboard
Build the model, visuals, tables and navigation.
Validation
Reconcile numbers against source systems.
Launch
Deliver documentation, access and next steps.
04 FAQ
BI reporting questions
Short answers before starting.
What data sources can be connected?
1C, CRM, Excel, CSV, Google Sheets, databases, APIs and internal systems.
Can we start with one dashboard?
Yes. One focused dashboard is often the right first step.
Can AI commentary be added?
Yes. AI can explain KPI movement, deviations and regular summaries.
05 Contact
Tell me what BI report your team needs
Briefly describe your business, data sources, manual reports and decisions you want to make faster.