Define the question
Select the business decision, reporting period and comparisons that matter. Confirm source availability before selecting a package.
Worked reporting examples · Synthetic data
See the report — and the reasoning behind it
Explore sales, finance, inventory, hotel, e-commerce, management and forecasting examples. Explore each dashboard example with its corresponding Review and Forecasting & Trend Projections PDFs. Additional industry-specific samples sit with the project examples on the industry pages. Add-on scope and prices are shown with the PDFs.
What these examples demonstrate
The sales, finance, inventory and executive views draw on a related synthetic operating dataset. Hotel and e-commerce examples use their own separate datasets. They demonstrate report structure and interpretation, not customer outcomes or live connected Power BI environments.
Click or tap any report to inspect it, then click or tap again to dismiss. The charts are images of illustrative reports; their filters and tabs are not live controls.
Sales & margin
From revenue growth to margin interpretation
The June example reports €83,517 in revenue, €21,965 in gross profit and 124 orders. Revenue is 5.5% higher than May, while gross profit rises 8.8%. Gross margin increases from approximately 25.5% to 26.3%.
What the figures support
Those results show an improvement in the aggregate margin, but they do not establish the cause. Product-level quantity, selling-price and cost comparisons would be needed to separate pricing, mix and cost effects.
What to investigate next
Service kits contribute €24,910, or 29.8% of revenue. Account C-1012 contributes €18,350, or 22.0%. Review those concentrations alongside customer and product costs before treating the largest revenue contributor as the most profitable.
Finance & profitability
Follow the result from gross profit to operating profit
The finance report uses the same June revenue and gross profit as the sales example. Subtracting €14,800 of operating expenses from €21,965 of gross profit gives €7,165 of operating profit. After €320 of interest and €1,369 of illustrative tax, net profit is €5,476.
What the figures support
Receivables total €36,500: €22,300 current, €9,200 at 1–30 days overdue, €3,500 at 31–60 days and €1,500 over 60 days. An ageing breakdown helps focus collection review, but overdue balances are not automatically bad debts.
What to investigate next
Check cost classification, recognised revenue, due dates and payment allocation before comparing periods. Profit is not the same as cash flow; a cash conclusion needs an appropriate movement and payment basis.
Inventory & replenishment
Separate capital exposure from immediate availability
The inventory report shows €184,200 of stock across four categories. It also reports 962 of 1,000 requested units available, giving a 96.2% availability measure in this synthetic example.
What the figures support
June receipts of 710 units less issues of 660 units give a net movement of +50 units. This movement does not establish the closing unit balance without an opening balance. Eighteen items are below their illustrative reorder points; the table shows four of them.
What to investigate next
Stock value, cover and reorder flags answer different questions. Confirm valuation, usage periods, units and replenishment lead times before changing stock policy. High cover alone does not prove that an item is obsolete.
Hotel operations
Occupancy, ADR and RevPAR must reconcile
The hotel example assumes 40 rooms and 30 June days, giving 1,200 available room-nights. With 960 sold room-nights, occupancy is 80%. Room revenue of €129,600 divided by 960 sold room-nights gives an ADR of €135.
What the figures support
Revenue divided by available room-nights gives RevPAR of €108. The figures are connected: 80% occupancy × €135 ADR = €108 RevPAR. Room closures, taxes and non-room package charges need an agreed treatment in a real scope.
What to investigate next
Online agencies contribute 50% of room revenue before commissions, direct bookings 37.5% and corporate bookings 12.5%. Those shares do not establish channel profit. Costs and cancellation treatment would be the next review.
E-commerce trading
Read net sales and order value after refunds
The store example reports €92,400 of net sales after €3,600 in refunds. Product cost is €54,516, leaving €37,884 gross profit and a 41% gross margin before fulfilment and marketing expenses.
What the figures support
Across 960 included orders, average order value is €96.25. The KPI card rounds that amount to €96. The underlying precision matters when reconciling totals or comparing small period changes.
What to investigate next
The channel table uses an illustrative last-click allocation. It reconciles to sales and order totals, but is descriptive rather than a causal estimate. Review attribution rules, unknown sources and cross-period refunds before reallocating marketing spend.
Management overview
Use a summary to locate the next question
The executive report combines the sales and finance sample figures with operational measures. June revenue, gross margin and operating profit agree with the detailed reports, rather than being independently invented summary numbers.
What the figures support
The operating example records 168 on-time deliveries out of 180 completed deliveries, approximately 93.3%. Stock valuation, receivables and open workload are shown as distinct measures with different units and business meanings.
What to investigate next
A summary is a starting point for review, not a replacement for source detail. Follow an exception into the supporting report and confirm the definition before attributing a cause or choosing an action.
From an example to your delivery
Confirm the calculations
Agree dates, currency, revenue, costs, grouping and exclusions. Record limitations rather than hiding missing data inside a chart.
Deliver the agreed view
Receive a scoped report with written observations, calculation assumptions and usage guidance. Additional views and ongoing refresh are agreed separately.
The examples do not mean that every view is included in every package. Your written scope determines the sources, report pages, KPIs, review round and delivery arrangement.
Start with your business question
Tell us what you need to understand and what data is available. We will review feasibility before confirming scope.