Packages

Fixed scope, written down before we start.

Six packages. Each one says what is included, what is not, and what we need from you.

Packages

How pricing works. Send a sample and we reply with a written quote, scope and date within one working day. The quote does not change unless the scope does.

Quick Fix

Best for One workbook, one conversion, or one defined batch of records.

A single file, cleaned or converted, checked and handed back.

Included

Cleaned or converted file in Excel or CSV
Duplicate check and format standardisation
A note listing anything unreadable, missing or ambiguous

Not included

Analysis or interpretation of the data
A repeatable process — this is a one-time output
Dashboards, charts or reporting layers

Date Given in writing with your quote, within one working day of seeing a sample.

Scope details

What we need from you

The source file, or one representative page of it
The column layout you want out, if you have one

Revisions: Two rounds, where a round means corrections against the agreed scope — not new requirements.
Timeline assumes: Assumes a legible source and a record count agreed before we start. An unreadable scan or a batch larger than quoted resets the estimate.
What moves the quote: Record, page or row count · Source quality — a clean export costs a fraction of a shadowed photograph · Number of distinct layouts in one batch · Whether duplicates have to be resolved or only flagged

Related services: PDF & Image to Excel, Data Cleanup & Validation

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Insight Report

Best for A manager who needs a specific question answered, once, properly.

Clean data, defined KPIs, and a findings document that names what to do next.

Included

Prepared and sense-checked data
Written KPI definitions
Pivots, charts and the supporting workbook
A findings document with ranked recommendations

Not included

An interactive dashboard
A refresh mechanism — this answers a question at a point in time
Ongoing updates

Date Given in writing with your quote, within one working day of seeing a sample.

Scope details

What we need from you

The question, written as a question
The data that might answer it
The decision that follows, and who makes it

Revisions: Two rounds on the findings document, plus corrections to any figure that fails reconciliation.
Timeline assumes: Assumes the data can answer the question. We check that first and will tell you if it cannot before you commit.
What moves the quote: Number of questions in scope · Number of separate data sources to reconcile · How much cleanup the data needs before analysis can start · Whether the findings also need a deck

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Interactive Dashboard

Best for Sales, stock, finance or leadership visibility that several people share.

An Excel or Power BI dashboard, with the KPI definitions and refresh written down.

Included

Dashboard in Excel or Power BI, at an agreed page count
Filters, drill-downs and period comparison
KPI definition document
Refresh, sharing and access guide
A handover walkthrough

Not included

Power BI licences — bought by you, directly from Microsoft
Tenant administration or gateway infrastructure on your network
Embedding into your own application
Preparing the data each period

Date Given in writing with your quote, within one working day of seeing a sample.

Scope details

What we need from you

Data sources and two periods of real data
The KPI list, or a current report we can derive it from
Who needs access, and your licensing position if Power BI

Revisions: Two rounds against the agreed page and KPI list. Adding a KPI after sign-off is a change request.
Timeline assumes: Assumes stable, accessible sources. If the refresh depends on a system we have not confirmed we can reach, that confirmation happens before the estimate stands.
What moves the quote: Number of report pages and KPIs · Number of data sources and how much modelling they need · Excel versus Power BI · Whether scheduled refresh and access design are in scope

See it in a case study

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Automated MIS

Best for Recurring reporting where the manual work should stop being manual.

A workbook that refreshes instead of getting rebuilt, with the steps documented.

Included

Rebuilt template with Power Query, formula redesign and a data model where it fits
Refresh proven against two periods of data
A one-page refresh guide written for a non-author
A training session for the person who will run it

Not included

VBA or macros by default — assessed against your sample and your IT policy first
Integration with systems or APIs we have not confirmed we can reach
Multi-user editing, locking or version control
Running the refresh for you — that is Managed Reporting

Date Given in writing with your quote, within one working day of seeing a sample.

Scope details

What we need from you

The current workbook and a walkthrough of the manual steps
Two periods of source data
Your Excel version and whether macros are permitted

Revisions: Two rounds, plus a fix for any refresh failure found during the agreed support window.
Timeline assumes: Assumes the source arrives in a consistent shape each period. A source that changes shape needs stabilising before automation is worth buying.
What moves the quote: How many manual steps are being replaced · How stable the source format is · Excel version and macro policy constraints · Length of the post-handover support window

See it in a case study

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Managed Reporting

Best for A reporting pack that works, and nobody with time to run it.

We run the cycle — intake, refresh, QA, delivery — on a fixed cadence.

Included

The refreshed pack on the agreed date, every period
A QA note recording what was checked
An issue log carried period to period
A named escalation route

Not included

Unlimited change requests — a defined allowance is included, larger changes are quoted
Fixing source data that arrives broken; we flag it and pause rather than guess
Cover outside agreed support hours

Date Given in writing with your quote, within one working day of seeing a sample.

Scope details

What we need from you

A data drop by the agreed cut-off, in the agreed format
One named contact who can answer a query inside the cycle

Revisions: A defined number of small changes per period, agreed at the start of the engagement.
Timeline assumes: Assumes the cut-off is held. A cadence that slips every period costs more to manage than it saves, and we will say so rather than absorb it.
What moves the quote: Cadence — weekly costs more than monthly · Number of sources to be reconciled each cycle · Size of the included change allowance · Support hours and escalation expectations

Related services: Managed Reporting

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Presentation Add-on

Add-on to Insight Report

Best for Getting findings we produced through a management or board meeting.

The verified findings, rebuilt as a deck your audience will read.

Included

PowerPoint or Canva deck at an agreed slide count
Charts drawn from the verified analysis
An executive summary that leads with the decision
The editable source file

Not included

Standalone deck design for analysis we did not run
Brand identity, logo or template design
Copywriting beyond the findings

Date Given in writing with your quote, within one working day of seeing a sample.

Scope details

What we need from you

The analysis or report we delivered
Brand assets, if you have them
The audience and the decision you want out of the room

Revisions: One round, at the agreed slide count.
Timeline assumes: Assumes the underlying findings are already approved and will not change.
What moves the quote: Slide count · Whether brand assets exist or have to be worked around

Related services: Decision Decks & Report Presentation

Add to an Insight Report

FAQs

Questions worth asking before you hire anyone.

Straight answers on files, confidentiality, cost and timing.

Can you work with sensitive or confidential data, and is an NDA available?

Yes to both. We will sign your NDA — we do not currently offer a template of our own, so yours governs. For anything sensitive, tell us before you send it and we will agree how it gets transferred. Where the analysis does not need identifying fields, we would rather you remove them than trust us with them. We do not publish client data or screenshots without written permission. We hold no formal security certifications — if you need one, tell us early.

Who owns the final file?

You do. You get the working file, not a locked export — the workbook, the queries, the measures, the editable deck. If you stop working with us, nothing stops functioning and nothing needs our permission to change.

How many revisions are included?

Every package states its own allowance, and it is on the package card rather than buried in terms. A revision means a correction against the scope we agreed. A new requirement is a change request, priced separately — we will always tell you which one we think it is before doing the work, not after.

Read every question

Pick a package, or let us pick one for you.

Send a sample with your enquiry and we will tell you which package fits — including when the answer is a smaller one than you asked for.

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