I help mid‑market B2B companies eliminate sprawling Excel files and manual reporting by building scalable, self‑serve Power BI portals for finance and operations teams.
Give sales reps live access to their live booking numbers, and cut commission admin by 80%
Provide every manager with live PO visibility. Last client saved around £80k per year.
Based in London · Working with mid-market B2B: software, manufacturing and digital-first companies (100–1,000 employees, £20m–£1bn revenue).
SimpleBI is for mid-market B2B teams where manual reports, fragile spreadsheets and ad-hoc data pulls are eating time and creating risk.
CFOs, Financial Controllers and FP&A teams who need a single source of truth for revenue, ARR, costs and margins — without month-end becoming a data firefight.
Sales leaders and RevOps teams who want accurate, transparent commission calculations and pipeline visibility that everyone trusts.
Ops and procurement leaders who need live PO status, cost visibility and departmental performance without chasing finance for extracts.
These aren't edge cases — they're the norm for growing B2B companies running on spreadsheets.
The process is designed to get you to a governed, scalable result without months of requirements documents and slow delivery.
We map the current spreadsheets, stakeholders, systems and failure points — where errors creep in, who owns what, and what 'good' looks like for your team.
I design the Power BI data model, automations and governance structure so data flows from source systems into clear, reliable reports with the right access for each role.
I build the solution, test it with real users, roll it out to your teams and train internal owners — so you're not dependent on me for every future change.
Instead of vague "dashboards and analytics", I focus on a few repeatable solutions that have the biggest impact on growing B2B businesses.
Replace fragile commission spreadsheets with a robust data model and Power BI portal that calculates commissions automatically, reflects complex rules, and gives reps, managers and finance clear, trusted numbers.
Book a review →Turn messy financial and CRM data into a clean ARR bridge that everyone agrees on — from opening ARR to closing ARR with clear drivers: new logos, upsell, downsell and churn.
Book a review →Give managers and leaders one place to see POs, costs and trading KPIs — with row-level security, governed access and layouts designed for fast weekly decision-making.
Book a review →Enable your team with automated workflows behind these apps and portals (approvals, refreshes, alerts) — removing manual steps and keeping data flowing end‑to‑end without spreadsheet work.
Book a review →Real, interactive Power BI dashboards — explore them yourself.
Automated commission portals that update as soon as bookings data does — replacing a single risky Excel file with a governed, scalable model.
PO and cost portals where managers log in with their email, see only their numbers, and stop asking finance to run ad-hoc exports.
Trading and ARR dashboards that investors and CFOs can use to evaluate performance without arguing about whose spreadsheet is right.
Analysts freed from spreadsheet reconciliation — spending their time on analysis and improvement rather than error-checking formulas.
"Moving from Excel chaos to a stable, trusted reporting environment changed how our finance team works every single month."
— Client, mid-market B2B software company
If your reporting is held together by fragile spreadsheets and heroic analysts, let's talk. In 15 minutes we can usually spot the biggest quick win.
Book a 15-minute "Excel Chaos" review →No slides, no hard sell — just a screen-share and a practical recommendation.