FMCG Management Analytics
The Collective Dairy
This enhancement provided the client with better insights into their operations, facilitating informed decision-making.
Read case study →Excel Dashboard Development
Your data deserves an Excel Dashboard your team will actually use.
Most NZ businesses already have the data they need to make better decisions. They just do not have a clear, consistent way to see it. We build custom Excel dashboards that transform raw data into actionable B.I. insights.
Book a free consultationDashboard problems we solve
Reporting pain points common across New Zealand businesses.
Leadership reporting built from scratch in Excel every month by someone who knows "how it works"
Charts and KPIs that need manual updating before every meeting
Data spread across multiple sheets with no single clear view for decision-makers
Inconsistent formatting that makes reports look different each period
No interactivity — stakeholders cannot filter, slice or drill down without asking IT
Hours spent on presentation formatting rather than analysis
Dashboard examples
Real dashboards built for New Zealand businesses and leadership teams.
Executive
CEO Monthly Dashboard
Single-page executive view with revenue, margin, headcount and NPS metrics — updated automatically from source data with slicers for period and business unit.
Finance
P&L and Cash Flow Dashboard
Interactive P&L with actuals versus budget, rolling cash flow forecast and variance commentary inputs — designed for CFO board presentation.
Operations
Production and Quality Dashboard
Real-time view of production throughput, defect rates and downtime by line — automatically updated from the daily export from the production system.
Sales
Sales Performance Dashboard
Territory, rep and product breakdown with pipeline coverage, win rates and monthly trend — refreshed weekly from CRM export.
How we work
From data to decision-ready dashboard.
01
Requirements and data review
- Understand the audience and the decisions the dashboard supports
- Review existing data sources and refresh cadence
- Agree KPIs, charts and layout before building begins
Deliverable: Dashboard spec with layout wireframe, data map and refresh approach.
02
Build and design
- Data model built before the visual layer
- Charts, slicers and interactivity configured
- Consistent formatting and professional visual design
03
Handover and refresh automation
- Refresh process documented and simplified
- Training on updating data and using interactivity
- Automation of data import where possible
Excel dashboard development across New Zealand
We build Excel dashboards for businesses throughout New Zealand — Auckland, Wellington, Christchurch, Hamilton, Tauranga and regional areas. Dashboards are delivered remotely and designed to work with your existing data infrastructure, whether that is SQL, cloud systems, CSV exports or manual data entry. We have built reporting tools for finance, insurance, energy, retail, logistics and government sectors.
Frequently asked questions
How long does an Excel dashboard take to build?
A straightforward single-page dashboard typically takes three to seven days. A multi-page interactive dashboard with automated data refresh and complex calculations is typically two to four weeks.
Can you connect the dashboard directly to our data source?
Yes. We regularly connect Excel dashboards to SQL databases, accounting systems, CSV exports, SharePoint lists and other sources using Power Query or VBA. This eliminates manual data entry and keeps the dashboard current.
Will the dashboard work in our version of Excel?
We build to match your environment. Slicer and interactive features require Excel 2013 or later. We confirm compatibility before starting and test on your specific version.
How is an Excel dashboard different from Power BI?
Excel dashboards are self-contained files your team already knows how to work with. They require no additional licences, can be emailed or shared as a file, and are often faster to build and maintain. Power BI is better suited to very large datasets, real-time data feeds or organisation-wide deployment.
Can you refresh and maintain our existing dashboards?
Yes. Dashboard maintenance and quarterly refresh services are available. We can also modernise existing dashboards that have become outdated or hard to maintain.
Related business systems
Looking at the broader process, not only the Excel skill? Explore how this work fits into our business systems solutions.
Ready for a dashboard your team will trust?
Tell us what decisions you need to make and what data you have — we will design the dashboard around that.
Book a free consultationRelated case study
Start a conversation
Let's talk about what you need
Big or small, we are happy to discuss it. Send us a message or book a free discovery call — we typically respond same business day.
What happens next
- 1
We review your enquiry carefully and reach out personally — usually same business day. No obligation, no hard sell.
- 2
We clarify scope, then provide a clear fixed-price quote and realistic delivery timeframe so you know exactly where you stand.
- 3
Once agreed, we build in stages, keep you updated, and hand over a solution your team can rely on — with support if you need it.