Business Intelligence ยท A services company's management team
Payroll and revenue in one management dashboard
Payroll and revenue lived in separate workbooks, and projections sat beside actuals. Management now gets one interactive dashboard and a PDF, with the two clearly apart.
What we built.
Workbooks are read
Payroll, revenue and adjustments, straight from the files finance already keeps.
Rules are applied
Projection rules and adjustments live in plain rule files, not hidden formulas.
Actuals and projections stay apart
The two never blend into one number.
Names are redacted
Employee names are removed automatically before anything is published.
Dashboard and PDF are produced
An interactive dashboard, plus a PDF rendered the same way every time.
Built to hold up.
Redaction is enforced
Publishing fails rather than show an employee name.
Projections are labelled
A forecast never passes for an actual.
Reproducible
The same inputs always render the same PDF.
Access reviewed
Who can open the financial output is reviewed on its own.
Where it stands.
- A working generator producing the dashboard and PDF from real workbooks, run on demand.
What we measure next.
- A regular refresh schedule
- Time saved against the manual monthly pack
- Reconciliation against the accounts
Runs on
- Python
- openpyxl
- Node
- Headless browser PDF rendering
Tell us what needs to happen.
Thirty minutes, your agenda. You leave with a first step whether or not we work together.
+1 213 556 4010