Agree the source.
Locate the records in your ERP, sales system or files. Identify the owner, the join keys and the checks that make the dataset usable.
IntegrationsA better view of your business
Every number has a story.
Start with a question. Find the detail that explains it.
01 /
Where do the sales come from?
2026 · RON Change the view. Keep the context.
Select a bar or a month to explore its composition.
Period total246,400 RON
Read the chart as a table
| Month | Net revenue (RON) |
|---|---|
| Jan | 32,000 |
| Feb | 35,000 |
| Mar | 37,500 |
| Apr | 41,000 |
| May | 47,500 |
| Jun | 53,400 |
Reports built around your sources, definitions and decisions.
Let’s define your first report02 / Follow the question
Same numbers.
A different angle.
A monthly total tells you when. A product view tells you where. A useful report lets you move between the two without losing the definition behind the number.
Explore the chartAnother way to ask
03 / Before the chart
Clarity starts underneath.
Define the number.
Revenue before or after returns? Orders placed or fulfilled? Write down the calculation, currency, time zone and exclusions before anyone compares totals.
AccountingGive it a rhythm.
Choose the refresh window, review owner and delivery format. Scope a dashboard, a recurring report or a structured export around the people who use it.
ERP04 / Your reporting brief
Start with
one decision.
Tell us what you need to decide, where the data lives and who needs the answer. We’ll scope the reporting work with you.
Request a reporting quote Register interest in accessDecisions we make together
- Data & ownership
- Source access, measure definitions and export rights.
- Access & hosting
- Audience, permissions, data location and retention, agreed for your project.
- Delivery & handover
- Refresh cadence, output format, acceptance checks and documentation.
Available for project scoping. Access and delivery are agreed after reviewing your requirements.
A closer look
