Launch program · limited availability

Microsoft Fabric · Power BI · AI

Less time merging files.
More clarity for decisions.

Reporting and automation for your business: we bring your spreadsheets and systems together into reports that update themselves.

Talk to your dataDashboard rules

What were CLIENTE-A's official sales in March?

Answer

S/ 2,996.24

Official sales · March 2026 · before VAT

In your dashboardS/ 2,996.24✓ same figure

See figure, filters and evidence →

The problem

Data-driven decisions should not take months.

Decisions in the dark

Manual reports arrive late and do not reconcile across teams.

Traditional BI: slow and expensive

Months of project work and a large budget before the first result. We show you yours in 5 business days.

Reports that depend on one person

Someone built it by hand. If they leave or the system changes, nobody knows how to update it.

Where to start

Three ways to put your data to work.

For companies with 50 to 500 employees already using Microsoft 365, Azure, or Power BI.

01

Power BI, start free

Your first dashboard at no cost, built on your numbers. When you want more pages, sources, or automatic refresh, we continue with Power BI Express.

  • Up to 3 pages and 5 sources
  • With your real data
  • No purchase commitment
Request your free dashboard
03

AI and automation

Talk to your data in your own words and automate repetitive work.

  • Talk to your data: the same figure as the dashboard
  • Custom chatbots and workflows
  • Fewer manual hours
View AI use cases

How it works

You bring 30 minutes and your data. We do the rest.

Your first dashboard in 5 business days.

  1. 01

    We talk

    Your case and sources

  2. 02

    Free pilot

    We test one report

  3. 03

    Project

    Proposal and price

  4. 04

    Continuity

    Optional support

No obligation to hire after the pilot

A simulated case built with our BI factory: sales from 5 stores, the online store, and corporate accounts against target. Cumbre Outdoor is a fictitious company with simulated data.
The same case inside our agent system: 8 areas, each closed with its verified checklist.

On paid projects: scope and price in writing · the final payment is released once we validate together · 12 months of support

The clock starts once we have access to your data.

Case 5 · Cumbre Outdoor, a fictitious company with simulated data

Every team had its own sales figure. We left them with one, reconciled to the cent.

The starting point

An outdoor apparel chain with 5 stores, an online store, and corporate sales. The board report showed one figure, the online store dashboard another, and nobody could explain the gap.

What we found in their data

  • 422 duplicated web receipts caused by the integration between the online store and the system.
  • Shipping counted as sales, and a web dashboard showing amounts with VAT and shipping.
  • Targets in Excel including VAT, and one cell corrected by hand.
  • The Cusco store stopped syncing in September: its sales existed only in 30 photos of the cash register close.

What the client decided, in a single round

  • Does the sale to the mining company go in March, when the order closed, or in April, when it was invoiced? Finance: April.
  • Is a Cusco day without a photo estimated? No: it is reported as pending.
  • Do corporate sales count toward the Miraflores target? No: they go on their own line.

How we solved it

We connected the ERP, the online store, Google Analytics, and the Excel files. We read the Cusco photos automatically, and each cash close reconciles itself: one that doesn’t goes to review. Then we traced every figure in circulation back to official sales, step by step. If a step doesn’t reconcile to the cent, the dashboard isn’t built.

Reconciliation of the board report and the online store dashboard with official sales
The dashboard’s second page: from the figures in circulation to official sales.

The result

  • S/ 3.4 M → S/ 2.7 Mthe web dashboard, without VAT, shipping, or returns
  • 95.9 %of target in September, store by store
  • 576 of 576values matching an independent recalculation

Does your company have more than one sales figure in circulation?

Let’s talk for 30 minutes

Cumbre Outdoor case · a fictional company with simulated data

Inside the factory

Talk to your data

Ask your data in your own words.

It answers with the same rules and figures as your dashboard, and shows where each answer came from so you can check it.

  • The same definitions as your dashboard
  • Figure, filters and evidence in every answer
  • It tells you when something doesn't apply, instead of guessing

Add it to any plan; it comes included in the Full platform.

Chat in Spanish answering a customer's official March sales, with the reconciled figure and its evidence

Example with simulated data from a fictitious distributor.

The impact

Less time preparing reports. More time making decisions.

Sales, operations, and finance reports. Explore the examples and let’s talk about the report your team needs.

Is your team still preparing these reports by hand?

Let’s talk about your report

View the full portfolio →

The figures below are reference targets, not client results or guarantees: we agree on them with you during discovery.

40hrecovered each month from manual consolidation
<1 dayto detect a critical deviation
1trusted version of every KPI
100%of critical loads monitored
3×faster from data to decision

Free diagnostic · 4 minutes

What stage is your company’s data at?

17 questions and an 11-page guide for your stage: what staying there costs you and the 4 moves to reach the next one.

Take the diagnostic

Next step

Let’s talk for 30 minutes.

Tell us about your use case. We reply within 24–48 hours.

Prefer to email us directly? eduardo@eduardoportaro.com