Turn your data into decisions that move your business forward

Your business already has the data you need to make informed decisions.

The challenge is that it’s often spread across accounting software, CRM systems, Practice Management systems, inventory platforms, spreadsheets and other business applications. Reports can take hours to prepare, and by the time they’re finished, the numbers may already be out of date.

Elevate Insights brings your data together into customised Microsoft Power BI dashboards, giving you a clear, up-to-date view of your business so you can understand what’s happening, identify opportunities and focus on what matters most.

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Understand what’s driving your business performance

Every business has different priorities. Our dashboards are tailored to the metrics that matter most, helping you:

  • Understand what’s driving revenue and profitability

  • Identify your most profitable products, services and customers

  • Spot sales trends and emerging opportunities

  • Stay on track with budgets, targets and forecasts

  • Identify where team performance can be improved

  • Spot operational issues before they impact the business

  • Identify where there is potential to improve performance and profitability

  • Focus your time and resources on the areas that will have the greatest impact

With the right information at your fingertips, you can quickly see where your business is performing well, where attention is needed and where there are opportunities to improve profitability.

A dashboard is only valuable if it helps you make better decisions.

No two businesses are the same, so your reporting shouldn’t be either.

We take the time to understand how your business works, where your data comes from and what information matters most.

Your data may sit across accounting software, CRM systems, Practice Management systems, inventory platforms, SQL databases or spreadsheets. We bring it together into one clear reporting solution, tailored to your business, not a generic template filled with data.

What Our Clients Say

  • We have been working with Bridgette at Elevate Insights for a number of months. Bridgette is a pleasure to deal with and the dashboard she has created is exceptional. The amount of information is incredible, it is nearly overwhelming. Initially I thought we wouldn't use it very often but I'm finding myself using it more and more to help make business decisions in all aspects of our small business. She has worked with our sales software supplier and our accountant, so everyone is on the same page. If you want to better understand your business, definitely have a chat to Bridgette.

    Mark Engall
    CEO, Engall’s Nursery

    PRODUCTION NURSERY

  • Bridgette is outstanding! Nothing was too difficult. She knew her stuff. We had three systems that she pulled data out of and made a fantastic useful business dashboard that myself and staff can use to make effective decisions!

    Ben Nas
    CEO, Lelox

    MANUFACTURING

  • Highly recommended! After years of spreadsheets and lists to keep the business going, I committed to getting a dashboard. Bridgette made the process seamless providing key information at the click of a button. Saving me hours each week!

    Steven Clarke
    Principal Advisor, Constellation Financial Planning

    PROFESSIONAL SERVICES

  • Elevate Insights Consulting have been instrumental in creating a brilliant dashboard for our business, Elm Business Support Services. Bridgette has been a wealth of knowledge, always listening to our needs, advising us on the best use of our data and creating a most useful and beneficial tool for our business analysis. I highly recommend Bridgette and Elevate Insights for any business needing a one stop dashboard analysis tool.

    Imelda Hevey
    Director, ELM Business Support Services

    PROFESSIONAL SERVICES

  • Bridgette delivered exactly what we needed at a time when we were struggling to get meaningful data from our new ERP system. With very little input, she quickly understood our requirements, pulled data together from multiple sources and built an outstanding Power BI reporting package. The quality of the reporting has completely transformed our ability to make informed decisions. Highly recommended.

    Phil Demark
    Head of Finance and IT, Boomaroo Nurseries

    Production Nursery

Ready to gain better visibility into your business?

If you want to spend less time preparing reports and gain greater visibility into your business, we'd love to show you what's possible.

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