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See the formats we use

Receivables trackers, reporting dashboards, and administrative calendars. These examples use synthetic data, not client records.

Sample deliverables

A closer look

See how each format organizes invoices, reporting sources, or recurring deadlines.

Finance Illustrative example

Receivables follow-up tracker

Track unpaid invoices by age, account, and next action.

What it includes

  • A single register of outstanding invoices by account and age
  • A named contact and next action for each invoice
  • Contact history and payment updates
About Finance Essentials
Data Illustrative example

Consolidated reporting dashboard

Combine figures from several source files for a monthly review.

What it includes

  • A consolidated dataset from the source files in scope
  • A Power BI dashboard and an Excel view on the same figures
  • A short guide to refreshing the data month to month
About Data Essentials
Admin Illustrative example

Administrative reporting calendar

Keep filing dates, renewals, and recurring tasks in one calendar.

What it includes

  • A calendar of recurring requirements and their owners
  • A task register with status and responsible party
  • A template the business can maintain going forward
About Admin Essentials
For your business

Need a format like one of these?

Tell us which records you need to manage and what you need to see in a report. We can discuss a tracker, dashboard, or calendar around those requirements.

Discuss an example