Can you help us replace manual spreadsheet reporting?
Yes. We review how the report is assembled, which sources it uses and which decisions it supports. A Power BI reporting project may include data preparation, agreed measures, a dashboard and a handover. We check the data and refresh requirements before quoting; substantial source-system fixes or integrations are scoped separately. Read our guide to moving from Excel reporting to Power BI.
Do we need a Power BI dashboard or a commercial analysis?
A dashboard helps you monitor an ongoing set of measures. A Commercial Deep Dive investigates one decision, such as why margin changed or which customer group to prioritise. We start with the question so you can choose a suitable scope before committing to a build.
Our data is messy. Can we still start?
Yes. We first assess what can be answered reliably. A Data & Reporting Review may be the right starting point. Substantial cleansing, source-system fixes or integration work are separately scoped and approved before proceeding.
Can we work with you from another country?
Yes. Data & Insights consulting is available remotely to clients worldwide. Sam is based in Melbourne, Australia. We agree meeting times across time zones, data access and delivery arrangements as part of the scope. Published fees are in Australian dollars (AUD).
Can you help me learn the tools instead?
If your goal is to build your own skills, explore one-to-one Excel, Power BI and SQL coaching. Coaching uses sample data and focuses on learning. Production reporting and commercial analysis are consulting engagements with their own scope.
Do we have to buy a review first?
No. If the brief and sample data are sufficient to define a reliable scope, we can quote the project directly. The A$1,500 Data & Reporting Review is for situations that need more investigation and provides a standalone assessment and roadmap.
Can you improve our existing reporting?
Yes. If your Power BI reports are slow, hard to refresh or show numbers your team cannot reconcile, we review the report, data model and source process. We then scope targeted improvements or a rebuild where needed.
What does the A$6,500 starting price cover?
A focused Commercial Deep Dive addressing one agreed question using up to two prepared datasets, with findings, prioritised recommendations, a decision meeting and one consolidated revision round. The final quote reflects data quality and analytical complexity. Broader analysis, substantial preparation and dashboard development are quoted separately.
How long will the work take?
We agree a delivery schedule after reviewing your scope, data access and availability. We agree clear milestones and who on your side approves decisions. If data or requirements change, we agree the impact on timing and fees before proceeding.
What happens after delivery?
You receive the agreed analysis or reporting files, documentation and a walkthrough. The proposal sets out the support arrangements. Performance Partner provides ongoing help for existing clients, with new builds and larger changes quoted separately.
Is there a lighter monthly support option?
For existing clients with stable reporting, a Monthly Performance Review is available at A$1,500 per month. It includes a focused monthly review and limited improvements within six total hours, including preparation, meetings and follow-up. We agree the scope around your recurring needs.
