Examples
What a typical output looks like
The samples below are illustrative mock-ups built to demonstrate style and structure, not real client data — no client names, figures or identifiable information are shown.
Performance Dashboard — Sample
Illustrative Data
New Business by Adviser
£4.2m
AUM Growth QTD
18%
Conversion Rate
92
Active Clients
Monthly Board Pack — Sample
Illustrative Data
KPI Scorecard
| KPI | Target | Actual | RAG |
|---|---|---|---|
| Revenue vs. budget | £310k | £298k | Amber |
| Client retention | 95% | 97% | Green |
| New client onboarding time | 10 days | 14 days | Red |
| Adviser utilisation | 80% | 83% | Green |
Client Onboarding — Process Map (Sample)
Illustrative Data
Enquiry received
→
Fact find
→
Compliance checks
→
Proposal issued
→
Client live
Mapping exercises like this highlight manual handoffs and duplicate data entry — usually the first automation opportunities identified in an operational health check.
Reporting Automation — Before & After (Sample)
Illustrative Data
| Report | Before | After |
|---|---|---|
| Monthly board pack | ~6 hours, manual | ~40 mins, template-driven |
| Pipeline report | Rebuilt weekly in Excel | Auto-refreshed Power BI dashboard |
| Commission reconciliation | Manual matching | Automated with Power Query |
Want something built around your own reporting?
These are starting points, not templates — every engagement is built around how your firm actually works.
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