The same manual work,
every week.
Files to collect, data to copy and reports to rebuild before anyone can use the numbers.
Independent reporting reviews · UK businesses
Clearer reports.
Better decisions.
Understand where your reporting falls short—and what to improve next.
Practical, independent reviews for logistics, wholesale and manufacturing teams working with Excel, dashboards and manual reporting.
One-off fees. Written findings. No ongoing commitment.
For teams that need confidence in their numbers
LogisticsWholesaleManufacturing
A clear path from report to action
- Share the reporting problemStart with the report you already use.
- Get an independent reviewUnderstand the gaps and why they matter.
- Choose your next stepsTake clear priorities back to your team.
Recognise the problem
When the report takes more
work than the decision.
Reporting should help you run the business. These are signs it could be working harder for you.
The same manual work,
Different versions
of the truth.
Totals disagree, definitions vary and meetings turn into debates about which figures are right.
A process only
one person knows.
The report depends on someone remembering every step, exception and workaround.
Three clear starting points
The right depth.
The right next step.
Choose a focused check, a fuller assessment or an executive review. Each package stands on its own.
01 / FocusedIntroductory offer
Reporting
Snapshot
A one-off report and reporting check.
£199one-off
Standard price £299
One existing report or dashboard.
- Focused five-category assessment
- 4–5-page written report
- Three priority recommendations
- 20-minute findings call
Normally delivered in 5 working days once the agreed information is available.
Request a Snapshot02 / ComprehensiveMore extensive review
Reporting
Health Review
A fuller view of how your reports work together.
£495one-off
Fixed package price
Up to three related reports.
- Full nine-category assessment
- 45-minute discovery session
- 7–10-page report and scorecard
- Up to eight recommendations
- 45-minute findings session
- 7-day clarification window
03 / LeadershipReport + presentation
Executive
Reporting Deep Dive
Detailed findings for leadership decisions.
£950one-off
Fixed package price
Up to five reports across two functions.
- Full review and two stakeholder discussions
- Limited formula or model inspection
- Reporting process map
- 12–15-page detailed report
- Prioritised 90-day roadmap
- Executive presentation deck
- 60-minute presentation and discussion
Scope and delivery dates are agreed before booking. Any applicable VAT is confirmed in your quote. Reviews provide assessment and recommendations; implementation and ongoing support are outside these packages.
What you receive
A useful review makes
the next decision clearer.
Written findings that connect your reports to the people, processes and decisions behind them.
More than a list of issues.
Understand what is happening, why it matters and what a practical next step looks like.
- Clear observationsThe reporting gaps, explained in business language.
- Prioritised recommendationsA sensible order for tackling the work.
- A findings discussionTime to ask questions and understand the recommendations.
The depth of assessment depends on your package. Process mapping, a 90-day roadmap and a leadership presentation are included in the Executive Deep Dive.
Example review excerptFictional wholesale business
| Finding | Recommended next step |
|---|---|
| Inconsistent KPI definitionsTeams calculate on-time delivery differently. | Agree one definition and document the exceptions. |
| Missing reference matchesSome orders have no matched delivery record. | Create an exception list and assign an owner. |
| Single-person dependencyOnly one colleague knows the refresh sequence. | Document the process and nominate a backup. |
Illustrative content—not a client case study or a claim of achieved savings.
Our approach
Clarity before
commitment.
An independent view of your reporting, with practical recommendations you can take forward.
ClearMetrics was founded by a BI and analytics professional with an extensive background in operational reporting, data analysis and business intelligence, including Excel, Power BI, Spotfire and SQL.
Operational reportingBusiness intelligenceDecision support
- 01
Understand the problem
A short fit call to discuss your report, the effort involved and the decisions it supports.
- 02
Agree the right review
Confirm the tier, included reports, deliverables, price, access and timing.
- 03
Receive the findings
A written report and the findings session or executive presentation included in your package.
- 04
Decide what comes next
Use the recommendations internally or discuss optional introductions to relevant specialists.
Before you start
Your questions,
answered.
Which review should we choose?
The Snapshot is a focused check of one report or dashboard. The Health Review assesses up to three related reports in more depth. The Executive Deep Dive covers up to five reports across two functions, with a detailed roadmap and leadership presentation.
Do we need Power BI?
No. We start with the reports you already use and the decisions they need to support. Excel-based reporting is a suitable starting point.
Do the reviews include implementation?
These packages provide assessment, written findings and recommendations. They do not include dashboard development, system changes or ongoing support. You can take the recommendations forward internally; optional specialist introductions can be discussed where appropriate.
What happens in the executive presentation?
You receive a presentation deck and a 60-minute session with your leadership team covering the findings, reporting risks, priorities and 90-day roadmap, with time for questions and discussion.
How do we share information?
Start by describing the problem without sending confidential files. Before the review, we agree the information needed, an appropriate access method and data-handling terms. Anonymised or sample data can be used where suitable.
Will you guarantee a saving?
No fixed saving is promised. Potential benefits are assessed against your current process and available evidence. Estimates and verified outcomes are distinguished.
What is outside the scope?
Implementation, unlimited data cleaning, source-system repair, software licences, client infrastructure and ongoing support are not included. These are operational reporting reviews, not statutory or financial audits.
Start a conversation
Which report takes
the most effort?
Tell us what you produce, how often you produce it and what you would like to improve.
info@clearmetrics.ukA short initial conversation. No obligation to buy.
Please leave confidential files out of your initial enquiry.