DESCRIPTION
Automated KPI insights, reports, dashboards.
Clients
Financial managers and directors, PMO, sales teams, procurement teams.
How
We set up data connections and KPI tracking, automate report building and implement custom data flows and AI analyses where necessary.
We have experts in all common reporting platforms (PowerBI, Looker Studio, Qlik, Tableau, Metabase).
Pearstop Reporting & Dashboarding
Transforming Data into Actionable Insights
In today’s fast-paced business environment, organisations need real-time visibility into key metrics to stay competitive - preferably without loads of manual admin for every report. At Pearstop, we specialise in building custom Power BI dashboards, automated KPI tracking, and tailored reporting solutions that empower finance, sales, PMO, and procurement teams to make data-driven decisions with confidence.
The Challenges
1. Siloed and Unstructured Data
Multiple data sources (like Sharepoint data, Excel sheets, CRM system, Salesforce, ERP data, specialised industry-specific software) don't connect seamlessly. It leads to manual work: copy-paste values, download excerpts to re-upload for reports.
2. Time-Consuming Reporting Process
Traditional reporting requires extensive manual work, from extracting and cleaning data to formatting and sharing reports. This results in delays, prevents teams from acting on insights in real time, and allocates resources that could be spent more effectively.
3. Insightful Metrics
Not every metric gives the same strategic insight. Not every number is easy to retrieve uniformly throughout the organisation. Reporting on the relevant KPIs in a standardised manner supports strategy and trustworthy forecasting.
4. Limited Data Access
Many reporting tools and processes are complex, requiring advanced technical knowledge to extract meaningful insights. This creates bottlenecks.
5. Lack of Contextual Understanding
Understanding of reporting and industry measures is essential to steer on the right metrics.
How Pearstop Adds Value
1. Custom Dashboards
We design interactive, user-friendly dashboards that provide real-time visibility into financial performance, sales trends, project milestones, and procurement efficiencies. With dynamic filters and drill-down capabilities, users can explore data at any level of granularity.
2. Automated KPI TrackingOur solutions ensure that key metrics are continuously monitored and updated, eliminating the need for manual data entry. We help businesses define and standardise KPIs to create a single source of truth across teams.
3. Data Integration & CleaningWe connect multiple data sources—ERP systems, CRMs, spreadsheets, and third-party tools—into a unified reporting environment. Our automated data pipelines ensure clean, reliable, and up-to-date information at all times.
4. Predictive Analytics & Trend IdentificationUsing advanced analytics, we help businesses uncover trends, forecast future performance, and identify risks before they become issues. Our reports don’t just show what happened—they provide insights into what’s coming next.
5. Tailored Reporting for Finance, Sales, PMO, and Procurement
💰 Finance: Real-time financial reporting, cash flow analysis, budget vs actuals, and profitability tracking.
📈 Sales: Revenue forecasting, pipeline analysis, churn prediction, and customer segmentation.
📊 PMO: Project progress tracking, resource allocation, risk management, and milestone reporting.
🛒 Procurement: Supplier performance analysis, spend tracking, contract compliance, and cost optimisation insights.
Our Client Results⏳
50% reduction in time spent on manual reporting
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Real-time access to decision-critical metrics
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Greater alignment between teams through standardised reporting
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Improved forecasting and risk management
Elevate Your Reporting with PearstopStop struggling with outdated reports and manual data processes. Let Pearstop help you unlock the full potential of your data with intuitive, automated, and actionable dashboards.
Let’s build your reporting powerhouse—we always discuss whether your needs align with our expertise and industry focus first.
Get in touch today.