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Managed Reporting & Insights

Who keeps it all current?

Your dashboards kept working, and a monthly note on what changed in spend, suppliers and stock.

  • Fixed price, agreed in writing
  • Every step visible in your Client Workspace
  • Your data kept private
  1. Initiation - Customers Goals (your step)
  2. Data Upload (your step)
  3. Validation
  4. Our team's work
  5. Milestone & Feedback Framework
  6. Final Output & Delivery Format (delivery)
6 steps 2 are yours 1 delivery All tracked in your Client Workspace
  • Your Client WorkspaceYour brief, data, every step and the deliverables in one secure place.
  • A project office on every stepEach step has an owner and a date; late steps are flagged and followed up.
  • Fixed scope, fixed priceAgreed in writing before work starts; shown excluding and including VAT.
  • Nothing closes without youYou review the delivery and accept it, or tell us what should change.

Options and prices

Care Plan

£295 a month ex VAT£354 inc VAT

  • Refreshes monitored and fixed
  • One small change a month
  • Monthly health note
  • 3-month minimum, then monthly (30 days' notice)

View Care Plan

Managed Insights

£595 a month ex VAT£714 inc VAT

  • Everything in the Care Plan
  • Monthly insight note: what changed and why it matters
  • 2 hours of questions or changes
  • 3-month minimum, then monthly

View Managed Insights

Strategic Care Plan

£995 a month ex VAT£1,194 inc VAT

  • Everything in Managed Insights
  • Monthly KPI or board pack
  • Quarterly review meeting
  • 4 hours a month and priority on new work
  • 3-month minimum, then monthly

You are viewing this option

Prices are fixed and shown excluding and including VAT at 20%.

The engagement

What this engagement covers

Who it is for

  • Any client with dashboards or reports that must stay current
  • Owners who want the month-end pack done and explained

What you get

Outcomes

  • Refreshes monitored and fixed, every month
  • A monthly note on what changed (Managed Insights and Strategic Care Plan)
  • A board or KPI pack and a quarterly review (Strategic Care Plan)

What we need from you

Your part

  • Data refreshes, if they are not automatic
  • Questions or change requests through your workspace

Not included

  • New reports or major rebuilds (quoted separately)

How your project runs

Each step has an owner and a date. You see it all in your Client Workspace, and nothing closes without your acceptance.

How it runs

  1. Initiation - Customers Goals You 1 day Brief (Client Perspective): Define the purpose—why the project matters (problem solved, goal achieved). Outline expectations—what’s delivered, in what format, and by when. Share constraints—budget, timeline, resources, or limitations. Identify success criteria—how outcomes will be measured against…
  2. Data Upload You 3 days To Upload data from client
  3. Validation Us 4 days Validation of planning
  4. Our team's work Us 6 days
  5. Milestone & Feedback Framework Us 10 days Define how iterations will happen—stages of sign-off, review checkpoints, expected turnaround time
  6. Final Output & Delivery Format Us 2 days Choose between PDF, interactive dashboard, slide deck, embeddable widget, or custom solution

Expected timeline

Our work: about 22 working days once we have your brief and data. Your part: about 4 days (brief, data and decisions). Typically 6 weeks in total from payment.

What we need from you

  • Initiation - Customers Goals: Brief (Client Perspective): Define the purpose—why the project matters (problem solved, goal achieved). Outline expectations—what’s delivered, in what format, and by when. Share constraints—budget, timeline, resources, or limitations. Identify success criteria—how outcomes will be measured against…
  • Data Upload: To Upload data from client

What you receive

  • Final Output & Delivery Format: Choose between PDF, interactive dashboard, slide deck, embeddable widget, or custom solution

How acceptance works

When we deliver, you review the files in your Client Workspace and accept them, or tell us what should change. We remind you after 5 days if we have not heard from you.

How payment works

Order online; you can start your brief straight away in your Client Workspace. We start the work once payment is received.

Questions

Before you start

How does the minimum term work?

Three months, then month to month with 30 days' notice.

What does it cost?

A fixed monthly fee, shown here excluding and including VAT.

Choose a time

A free 30-minute video call in your browser, at a time that suits you. Prefer to write? Send us a message.

Next step

Talk it through: 30 minutes, free, no obligation.

We reply within one working day.

Book a free 30-minute call Send a message
Book a free 30-minute call