What's included

    Many of the reports I am asked to fix have too many charts and no clear explanation, and the most important number is often on slide nine instead of slide one. I rebuild reports so the main result is clear at the start, with the supporting data underneath. Whether the report is for your board, your team or your own dashboard, my aim is to give you a report you can use to make decisions.

    Monthly and quarterly performance reports
    Board decks and investor updates
    Performance dashboards in Google Sheets or Notion
    Data visualization and chart design
    Executive summaries that start with the main result
    Custom branding, fonts, and templates
    Print and digital delivery formats
    Templates you can reuse every month

    How I structure each report.

    Each report I produce follows the same structure: the headline metric, a one-line explanation, three supporting charts and a short list of decisions or requests. Investors, board members and team leads usually want to know quickly whether results are on track, and then understand why.

    • ●Page one is the executive summary. The headline number, the trend, and the one decision the reader needs to make.
    • ●Pages two to four cover the core metrics with charts and a short paragraph of context per section.
    • ●The appendix holds the raw tables and methodology for readers who want more detail.
    • ●Each recurring report uses the same template, so it is easy to compare one month with the next.
    • ●I document where each number comes from, so the next person updating the report, or me three months later, knows where to find it.

    I work in the tools your team already uses

    Google Sheets

    Google Slides

    Looker Studio

    Notion

    Canva

    Figma

    Excel

    PowerPoint

    From the blog

    Connecting Questionnaire and Booking Data in One Lead Tracker

    A scheduled sync that keeps one tracker current and logs what needs a look.

    Read

    Organizing Document Matches for Human Review

    Candidate matches against a checklist, organized for a person to review.

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    AI for Small Business Operations

    Where AI helps in reporting, and where it causes problems.

    Read

    Other ways I support businesses

    Pitch Decks & Business Reports

    Combined presentation and reporting support for teams that need both.

    Read more about Pitch Decks & Business Reports

    Pitch Decks

    Investor decks built on the same structure.

    Read more about Pitch Decks

    Operations Virtual Assistant

    Set up the tracking that feeds the reports.

    Read more about Operations Virtual Assistant

    Common questions

    Business reports FAQ

    Most often, I prepare monthly performance reports for service businesses, quarterly board updates for startups raising money or reporting to investors, performance dashboards for operations teams, and one-off detailed reports such as annual reviews, post-launch reviews and market sizing. If you have numbers that need to be presented to someone, I can help put them together.

    The data comes from you. I work from what you already have, such as Google Sheets, Stripe exports, HubSpot reports, Shopify dashboards, QuickBooks and Notion databases. I do not build new tracking from scratch as part of a reports project, because that is part of operations work, but I will let you know if your data has gaps.

    That depends on who will read it. Investor updates are usually a PDF or Notion page. Internal team reports work well as a recurring Google Slides deck. Operating numbers are usually kept in a Looker Studio or Google Sheets dashboard. We agree on the format in our first call.

    Yes, and I recommend it. The first report takes the longest because I design the layout, choose the metrics and plan how the report is structured. After that, monthly updates are mostly a matter of refreshing the data and can be included in ongoing support.

    I can do either. I can write a full executive summary based on the data and a short call with you, or I can leave the commentary sections empty for you to complete. Most clients ask me to write a first draft, which they then edit in their own words.

    That is common. The first step is usually a cleanup, where I line up totals across sheets, fix date ranges, remove duplicates and flag anything that does not add up. I tell you what I am changing and why before the report goes out.

    Reports are quoted based on scope, the number and condition of the data sources, and whether delivery is one-off or recurring. Monthly reporting can be included in ongoing support; you receive a clear fee before work starts.

    A first branded report with cleaned data takes two to three weeks from the start of the project. Later monthly versions usually take three to five days because the template is already built.

    Would you like help with your reports?

    Send me your last report or your raw data, and I will tell you the three things I would change first.

    Book a free callSee Pricing

    Tell me what you need help with, and I will suggest where to start.

    Book a free call