DEV NOTES ARE ON: orange TO DO boxes mark things still to build. Remove class="dev-notes" from the body tag before going live.

Examples

What the reporting looks like.

Examples built on sample data: live screens, reports, templates and a deliveries map. For the questions SMEs and not-for-profits ask, see the SME and not-for-profit example reports.

Example: live dashboards

The same data, on the right screen for the room.

Designs for live data displays for the warehouse floor, reception and the boardroom. Each one shows what that audience needs, and updates from the same source.

Sample warehouse screen: orders picked against target, on-time-in-full, late inbound deliveries and picks per hour, in large numbers.
On the floor. Big numbers readable across the room: picks against target, on-time-in-full, late suppliers.
Sample reception screen: a welcome message with orders shipped this month, on-time delivery, team in today and orders by week.
At reception. A friendly view of the month for staff and visitors: orders shipped, on-time delivery, who's in.
Sample boardroom screen: revenue against budget and forecast, true gross margin, customer churn, and a breakdown of what a sale really costs.
In the boardroom. The management pack: revenue against budget, true gross margin, churn and a driver-based forecast.

Sample data. Click or tap an image to enlarge it.

Designs made with HTML and CSS, rendered to images with Python

Example: reports

Reports built around the questions you ask.

Each report answers one plain question, on sample data. Pick a period, tap any number for its workings, and export it to Excel, PDF or PowerPoint.

Charts made with HTML, CSS and JavaScript, coded by hand · numbers prepared in Python

All the SME reports → All the not-for-profit reports →

Example: templates

Templates your team can run themselves.

A management pack workbook: actuals against budget, the variances explained, the assumptions in one place. It updates itself from your other systems, so month-end is a refresh, not a rebuild.

  • Month-end management packs
  • Budgets and forecasts built on drivers
  • Job, product and customer costing workbooks
Sample management pack workbook: profit and loss, actual against budget, with variances and a column explaining what drove each one.
Sample data. Click or tap to enlarge. Design made with HTML and CSS, rendered to an image with Python.

Example: deliveries on a map

See which deliveries are late today, not at month-end.

Every delivery out to a customer and in from a supplier, on a map and coloured by how late it is. Switch to the last 7 or 30 days and the problem runs stand out.

Sample data for an invented Brisbane distribution centre Made with JavaScript and Leaflet (map © OpenStreetMap contributors) · numbers prepared in Python

Tools I work in

Technology agnostic: I work with what you already have.

Reporting and dashboards

  • Excel
  • Power BI
  • Google Sheets
  • Datawrapper

Data and automation

  • Power Query
  • Power Automate
  • Azure
  • SQL
  • Python
  • R

ERP, CRM and payroll

  • QAD
  • TechnologyOne
  • Salesforce
  • Elite 3E (legal)
  • Employment Hero

AI

  • Claude
The Month-End Run title screen: Month-end. 40 hours of copy-paste.

Take a break

Play the month-end run.

Thirty seconds: month-end by hand, then the same month once the reporting is built.

Watch the 30-second video · Open full screen

Contact

The fourth sheet, without the full-time hire.

For SMEs and not-for-profits that want what a seasoned finance professional does, without hiring one. No new systems and no major IT project: I work from the spreadsheets and systems you already have. Book a free 20-minute numbers check and I'll tell you what's possible.

Prefer email? nathan@thefourthsheet.com.au

Or send me your details →

Book a free 20-minute numbers check