Do you
trust your numbers?

What if you had a Power BI layer that gives your ecommerce or SaaS finance team a single, robust and accurate source of truth?

Find my biggest quick win (15 min) → Score your BI readiness (4 min) →
80%
less commission admin
£80k
avg. annual saving for last client
7→1
spreadsheets to one trading pack
Before · The Chaos
commission_v7_FINAL_2.xlsx
A
B
C
D
1
Rep
Q1
Q2
Total
2
A. Smith
12,340
15,200
#REF!
3
B. Jones
?
9,800
#DIV/0!
4
C. Lee
8,100
11,5OO
19,600
5
TOTAL
#N/A
36,500
#REF!
Sheet1 FINAL_v3 DO NOT USE
Reconciled & published

214 reps notified · 0 variance vs. ledger

portal.simplebi.uk/commissions

Commissions · Q3

Apr 27, 2026 · 09:42

Bookings
£4.2m↑12%
Reps Paid
214✓
Variance
0.0✓
SOURCE: NetSuite + Salesforce Refreshed today · 07:00
Built for

B2B Software

Mid-market SaaS and software companies running on subscription revenue with sales-led GTM, typically £20m–£1bn ARR.

How we engage
  • ARR corkscrews that reconcile CRM and finance into a number everyone agrees on.
  • Sales-commission portals replacing 200-tab Excel models. Reps log in, managers see rollups.
  • Trading dashboards CFOs and investors actually trust.
Who this is for

We work with operational leaders who've outgrown Excel.

SimpleBI is for mid-market B2B teams where manual reports, fragile spreadsheets and ad-hoc data pulls are eating time and creating risk.

Angelo — founder of SimpleBI

AngeloFounder, SimpleBI

Finance leaders

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.

Revenue & sales operations

Sales leaders and RevOps teams who want accurate, transparent commission calculations and pipeline visibility that everyone trusts.

Operations & procurement

Ops and procurement leaders who need live PO status, cost visibility and departmental performance without chasing finance for extracts.

The problems We solve

If this sounds familiar,
you're leaving time on the table.

These aren't edge cases — they're the norm for growing B2B companies running on spreadsheets.

01 A 200-sheet Excel monster calculates sales commissions. It freezes, it breaks, and only one person understands it.
02 Managers have no direct access to their POs or cost centres — they rely on finance to run manual exports.
03 Your CFO flicks between multiple spreadsheets every week just to understand how the business is trading.
04 Data lives in NetSuite, your CRM and elsewhere — but there's no reliable model to show ARR, churn and upsell in one place.
05 Row-level security and access are managed informally, with no clear governance or audit trail.
06 Analysts spend most of their time fixing and reconciling spreadsheets, not improving the business.
How it works

Straightforward. Working solution in weeks, not years.

The process is designed to get you to a governed, scalable result without months of requirements documents and slow delivery.

1

Diagnose the manual process

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.

2

Design the data model & portal

We 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.

3

Build, roll out & hand over

We 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.

Most projects run on a 60–90 day cycle from diagnosis to go-live, depending on scope.
What We deliver

Focused solutions for real operational pain.

Instead of vague "dashboards and analytics", We focus on a few repeatable solutions that have the biggest impact on growing B2B businesses.

Most popular

Sales Commissions & Revenue Performance

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 →
CFO & FP&A

ARR Corkscrew

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 →
Ops & Procurement

Operational Reporting Portals

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 →
Automation

Workflow Automation

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 →
Book a free consultation →
Live work

See it in action.

A Power BI sales commissions dashboard. Click through and explore.

What clients use this for

Used by finance, ops and commercial teams
across B2B businesses.

Automated Sales Commissions portal that update as soon as bookings data does reducing manual work by 80% to 90% 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.

"Angelo created data pathing, landed dashboards and provided insight that converted what was a disparate set of reporting artifacts pieced together in Excel into operating information. This covered revenue data by customer, through to billing information and software bookings reporting. The dashboard became the point of truth to sizing and interrogating the install-base."

— John, mid-market B2B software company

Ready to get out of Excel?

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.

Get a 15-minute reporting health check → Score your BI readiness (4 min) →

No slides, no hard sell — just a screen-share and a practical recommendation.