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  5. Executive Board Pack Dashboard with Scheduled PDF Reports

Executive Board Pack Dashboard with Scheduled PDF Reports

Executive Board Pack Dashboard with Scheduled PDF Reports

Founders, finance directors and boards who want a consistent, professional monthly board pack produced automatically instead of hand assembled in slides each month.

What's included

  • Branded executive dashboard summarising financial, sales and operational headline metrics
  • Commentary and narrative blocks so figures arrive with context, not just charts
  • Automated monthly and quarterly board pack PDF generated on a schedule and emailed to recipients
  • Variance to budget and variance to forecast views with RAG status indicators

Delivery: Typically 10 to 16 working days

WELCOME10, 10% off your first project · ends 30 September 2026
£1,250
£2,300 to £2,700Save ~50%

Typically 10 to 16 working days

Everything included: hosting, domain, security & updates

Around 50% below typical UK agency prices

£1,250
£2,300 to £2,700

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  • Connection and modelling of up to 5 data sources into a clean star schema dataset
  • A pack of 4 to 6 interactive Power BI report pages tailored to your departments
  • Reusable DAX measures library (revenue, margin, run rate, cohort and YoY calculations)
£2,700 to £3,200£1,450

Typically 10 to 18 working days

Real Time KPI Dashboard with Live Data FeedsSave ~50%
Real Time KPI Dashboard with Live Data Feeds
  • Discovery call to define your 8 to 15 headline KPIs and metric formulas
  • Custom dashboard build with live auto refreshing tiles (configurable 30s, 15min intervals)
  • Up to 4 live data source connections (e.g. Stripe, HubSpot, Google Analytics 4, your SQL database)
£3,000 to £3,600£1,650

Typically 12 to 21 working days

Connection to your accounting platform (Xero, QuickBooks or Sage) plus one sales source
  • Locked down read only access for non executive directors and investors
  • 12 months of UK hosted, GDPR compliant hosting with SSL and automated backups
  • Walkthrough session and a quick edit guide for updating commentary each cycle
    • Operational Dashboard & Reporting
    Operational Dashboard & Reporting
    • Live dashboard pulling data from your existing systems and spreadsheets
    • Real time charts, tables and KPIs that matter to you
    • Role based views so each team sees the right numbers
    from£1,900

    Scoped to your project

    Self Service Analytics Portal with Custom Filters & ExportsSave ~50%
    Self Service Analytics Portal with Custom Filters & Exports
    • Multi user analytics portal where staff build their own views without coming back to you
    • Drill down and dynamic filtering by date range, region, product, team and custom dimensions
    • Saved views and shareable bookmark links so teams can return to their favourite reports
    £4,000 to £4,800£2,200

    Typically 15 to 21 working days