Power BI · Financial & Legacy Reporting

Reports Your Finance Team Can Trust

We turn messy spreadsheets and legacy systems into automated Power BI reports — built for Dynamics 365 Finance & Operations, covering trading P&L, aged creditors, and budget vs. actuals, so your month-end close gets faster and your numbers hold up under audit.

Sales Performance · Power BI
Revenue
£4.82M
Margin
38.4%
Orders
12,940
Revenue by Region
Channel Mix
Online 38%Retail 30%Partner 32%
Monthly Trend
Trusted Microsoft Ecosystem Specialist
Power BIAzureMicrosoft 365Excel★ PL-300 Certified
What I Do

How I Can Help You

Two ways to work together — done-for-you delivery, or hands-on training that builds capability inside your team.

Power BI Consulting

Expert hands on your data — from semantic models to polished, decision-ready reports built around your exact KPIs.

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Power BI Training

Practical, hands-on courses that take your team from spreadsheets to confident report authors — at every skill level.

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Financial & Legal Entity Reporting

Consolidated, audit-ready reporting across subsidiaries and legal entities — built on Dynamics 365 Finance & Operations.

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Who We Serve

Built for Every Data Journey

Businesses & Organisations

From small businesses to large organisations, we help you improve reporting, automate manual processes and make better, data-driven decisions.

Finance Teams

We support finance teams with budgeting, financial reporting, expense tracking and performance monitoring through clear, accurate dashboards and automated reports.

Sales & Commercial Teams

Gain deeper visibility into revenue, targets, customer performance and sales trends with interactive dashboards that drive smarter decisions and better results.

Operations Teams

Monitor operational performance, track key KPIs, improve efficiency and make informed decisions with real-time data and insightful reports.

Individuals & Professionals

Whether you're upskilling, changing careers or building new skills, we provide practical, hands-on Power BI training to help you grow with confidence.

Corporate & Internal Teams

We help organisations build internal BI capability with tailored training programmes that give your team the skills to create, manage and maintain their own BI solutions.

Portfolio

Recent Work

Net Sales
£9.1M
YoY
+14%
AOV
£182
Revenue by Quarter
Sales & Revenue

Retail Sales Command Centre

A single source of truth uniting 4 regional systems into one live executive dashboard.

DAXPower QuerySQL
View Dashboard →
Spend Breakdown
PayrollOpsCapital
Budget vs Actual
Finance

Finance & Budget Tracker

Real-time budget-vs-actual reporting that cut the monthly close from 5 days to a few hours.

DAXPower QueryExcel
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Testimonials

What Clients Say

However, my first few days working with Dr. Wilson and the online course opened up an entirely new vista to the use and meaning of data analytics and in particular Power BI. My exposure to data analytics and Power BI was a novel, interesting and eye-opening experience. I end by saying thanks for sharing a little of your vast knowledge, and I would surely take another course where you are the facilitator.
Frank TenchTraining Participant, Nov–Dec 2025 Cohort
WhatsApp testimonial screenshot
Shared via WhatsAppTraining Participant, Belize