BI for People Who Run Businesses, Not IT Departments

Stop flying
blind.
Start deciding
with data.

You don't need a data team or a six-figure BI platform. The BI Playbook gives anyone who runs or manages a business the tools, knowledge, and clarity to make smarter decisions — without the jargon.

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Step 3
BI Now!
$549 · Manual mapping included
Step 2
BI Without the BS
$99 · Framework + Toolkit
Step 1
BI Baseline Score
Free · Start here
20+ Years BI Experience
18 Systems Auto-Detected
75+ KPI Definitions Included
$0 Monthly Subscription
The Problem

Your business generates
data. You're not using it.

Most businesses are sitting on a goldmine of insight buried in spreadsheets, disconnected systems, and reports no one reads. Meanwhile, decisions get made on gut feel.

The Full Suite

A complete BI ladder
built for your growth stage

Start free. Buy what you need. Every product is designed to work standalone — or stack together for complete BI coverage.

01
Free Tool
BI Baseline Score
Discover where your business intelligence actually stands in under 5 minutes. Get a personalised score across 5 dimensions with a clear action plan — no sign-up required.
Interactive questionnaire 5-dimension score Personalised action plan No sign-up needed
One-time Free Start Free →
02
Framework + Toolkit
BI Without the BS
A complete business intelligence framework for business owners, operators and managers — built on 20+ years of real-world BI experience. Not theory. Not jargon. A clear, proven system that shows you exactly what to measure, how to structure your data, and how to turn it into decisions that move your business forward.
What you walk away with
→A data foundation your whole business runs on — not just your finance team
→Clarity on the 75+ KPIs that actually matter for your business — and which ones to ignore
→Reports your team reads and acts on — not ones they scroll past
→A 90-day implementation plan — so it doesn't sit unread
Included tools
📋 BI Report Audit Toolkit 📖 SME Data Dictionary Builder 📊 KPI Starter Pack ✅ Data Clean-Up Checklist 📬 BI Weekly Briefing (4 weeks) 7-chapter framework 90-day action plan
One-time $99 Get the Framework → ▶ Preview the Framework
03
⭐ Most Popular
BI Now!
Upload a CSV from any of 18 supported systems — QuickBooks, Xero, HubSpot, Salesforce, Shopify, WooCommerce, Stripe, FreshBooks, Zoho Books, Zoho CRM, Wave, FreeAgent, Sage, Monzo Business, Square, PayPal, BambooHR or Zendesk. BI Now! recognises 22+ export formats, maps every field automatically, and builds a full analytics dashboard instantly. No setup. No data team. No subscription. Manual mapping for any other data source also included.
18 systems auto-detected 22+ export formats recognised Any source via manual mapping Multi-file upload 8 report types 75+ KPI definitions Runs 100% in your browser
One-time $549 Buy Now → ▶ Try Live Demo
— See It In Action

Your dashboard, in 60 seconds.

This is the real BI Now! interface — running on sample data from a fictional retail business. Upload your own CSV and this is exactly what you get.

🎯 Demo Mode

You're viewing BI Now! with sample data from Apex Home & Living Ltd — a fictional retail business

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📂
Upload your data file

Drop a CSV export from any of 18 supported systems — QuickBooks, Xero, Shopify, Stripe, HubSpot, Salesforce, Zoho, WooCommerce, FreshBooks, Wave, FreeAgent, Sage, Monzo, Square, PayPal, BambooHR, Zendesk & more. BI Now! detects it automatically.

QuickBooks Xero HubSpot Salesforce Shopify WooCommerce Sage Stripe Monzo Business FreeAgent FreshBooks Wave Square PayPal BambooHR Zendesk Zoho Books Zoho CRM + Any source via manual mapping

👆 Click anywhere on the upload box to load the demo with sample data

📄 apex_home_living_transactions_2024.csv
1
Reading file structure...
2
Identifying data source...
3
Matching column schema...
4
Building dashboard...
System Detected
QuickBooks
842 transactions · 12 months · Ready to analyse
Apex Home & Living Ltd
✓ QuickBooks
📅 Jan 2024 — Dec 2024
Buy BI Now! — $549
Revenue Overview
Customer Analysis
Product Performance
Operations
Total Revenue i
£842,340
↑ 12.4%
vs £749,420 last year
Gross Margin i
34.2%
↑ 2.1pp
vs 32.1% last year
Monthly Avg Revenue i
£70,195
↑ 8.3%
vs £64,814 last year
Avg Order Value i
£156.40
↑ 4.7%
vs £149.40 last year
Total Orders i
5,386
↑ 7.2%
vs 5,024 last year
Revenue vs Target i
105.3%
↑ Above target
Target: £800,000
Monthly Revenue Trend
2024 vs 2023 comparison
+12.4% YoY
Revenue by Quarter
2024 distribution
2024
📈
Strong Q4 performance
Q4 revenue of £248,400 is your highest quarter on record — up 18.2% vs Q4 2023. November drove the peak at £94,200.
⚠️
Q1 below seasonal trend
Q1 came in 4.3% below the 3-year seasonal average. Consider whether January promotions could close this gap next year.
💡
Margin improvement accelerating
Gross margin has improved 2.1pp year-on-year. At this rate, a 35%+ margin is achievable in 2025 without price increases.

You're viewing demo data. Your real numbers are waiting.

Upload your own QuickBooks, Xero or any CSV export and get this dashboard built from your actual business data — in under 60 seconds.

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Active Customers i
1,847
↑ 8.3%
vs 1,705 last year
Churn Rate i
3.8%
↓ 0.4pp
vs 4.2% last year
Customer LTV i
£892
↑ 11.2%
vs £802 last year
Repeat Purchase Rate i
42.1%
↑ 3.2pp
vs 38.9% last year
New Customers i
634
↑ 14.1%
vs 556 last year
Avg Purchase Frequency i
2.9x
↑ 0.3x
vs 2.6x last year
Customer Growth Trend
New vs returning customers monthly
+8.3% active
Customer Segments
By purchase frequency
Top 10 Customers by Revenue
Jan–Dec 2024 · Anonymised for demo
CustomerRevenueOrdersAOVTrend
Customer A£14,82012£1,235↑ Growing
Customer B£12,44018£691↑ Growing
Customer C£10,9508£1,369→ Stable
Customer D£9,34024£389↑ Growing
Customer E£8,7206£1,453↓ Declining

See exactly who your most valuable customers are.

With your real data, every customer is named, tracked, and ranked. Know who to retain, who to re-engage, and where your next £100k is coming from.

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Top Product Revenue i
£198,400
↑ 22.1%
Luxury Bedding Range
Product Lines i
14
↑ 2 new
vs 12 last year
Best Margin Product i
48.2%
↑ 3.1pp
Scented Candle Collection
Units Sold i
22,840
↑ 9.4%
vs 20,878 last year
Return Rate i
4.1%
↓ 0.8pp
vs 4.9% last year
Avg Product Margin i
34.2%
↑ 2.1pp
vs 32.1% last year
Revenue by Product Line
Top 7 categories · 2024
14 lines tracked
Margin by Category
Gross margin %
Product Line Performance
Revenue · margin · trend · Jan–Dec 2024
Product LineRevenueUnitsMarginRevenue ShareTrend
Luxury Bedding Range£198,4004,82038.4%
23.6%
 ↑ 22.1%
Kitchen Essentials£156,2005,24028.1%
18.5%
 ↑ 8.4%
Living Room Décor£134,8003,18032.6%
16.0%
 → 1.2%
Scented Candle Collection£98,6004,92048.2%
11.7%
 ↑ 34.8%
Outdoor & Garden£84,2002,14029.4%
10.0%
 ↓ 6.2%

Know exactly which products are making you money.

Not just revenue — margin by product line. See what to push, what to cut, and where your next margin improvement is hiding.

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Avg Days to Pay i
18.4d
↓ 3.2d
vs 21.6d last year
Outstanding Invoices i
£34,820
↑ £4,200
18 invoices overdue
Cost of Goods i
£554,400
↓ 2.1pp ratio
65.8% of revenue
Operating Expenses i
£198,400
↓ 1.4pp ratio
23.6% of revenue
Net Profit i
£89,540
↑ 18.4%
10.6% net margin
Cash Conversion Cycle i
24.2d
↓ 4.1d
vs 28.3d last year
Monthly Cash Flow
Revenue vs expenses vs net profit
+18.4% net profit
Cost Structure
2024 cost breakdown
✅
Payment times improving
Average days to pay has dropped from 21.6 to 18.4 days — a 15% improvement. Cash flow is tightening positively.
⚠️
Overdue invoices rising
£34,820 outstanding across 18 invoices, up £4,200 on last period. Review your top 5 overdue accounts this week.
📈
Net margin expansion
Net profit margin has expanded from 8.9% to 10.6% year-on-year — driven by margin improvement and operating cost discipline.

This is what your operations look like with BI Now!

Cash flow, cost structure, outstanding invoices, profit margins — all in one view, updated every time you upload a fresh CSV. No manual work. No spreadsheets.

Get BI Now! — $549 Bundle with framework free

💡 Running on sample data from Apex Home & Living Ltd — a fictional retail business. Your real data stays private.

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How to get your data out

18 supported systems. For each one — the exact export to run, where to find it, and what BI Now! builds from it.

Finance & Accounting

QuickBooks Online

Transaction List P&L Customer Balance Detail

How to export

  1. 1Go to Reports in the left menu
  2. 2Search for "Transaction List by Date" (or "Profit & Loss" / "Customer Balance Detail")
  3. 3Set your date range (12 months recommended)
  4. 4Click Export → Export to CSV

What BI Now! builds

  • Cash Flow
  • Revenue Concentration
  • P&L Breakdown
P&L exports are semi-structured — BI Now! flattens them automatically but review the segment mapping before presenting results.
Finance & Accounting

Xero

Bank Statement Invoice Export Aged Receivables

How to export

  1. 1For bank data: Accounting → Bank Accounts → select account → Export
  2. 2For invoices: Accounts → Sales → select invoices → Export to CSV
  3. 3For aged receivables: Accounting → Reports → Aged Receivables → Export

What BI Now! builds

  • Cash Flow
  • Revenue Concentration
  • Outstanding Receivables
Date format varies by regional settings — BI Now! handles both DD/MM/YYYY and MM/DD/YYYY automatically.
Finance & Accounting

Sage (50, 200, Business Cloud)

Transaction Export Aged Debtors Report

How to export

  1. 1Go to Transactions or Reports
  2. 2Filter by date range
  3. 3Click Export → CSV/Excel → save as CSV

What BI Now! builds

  • Cash Flow
Works with Sage 50, Sage 200, and Sage Business Cloud. Column names vary slightly — BI Now! normalises automatically.
Finance & Accounting

FreeAgent

Invoice Export Bank Transaction Export

How to export

  1. 1For invoices: Sales → Invoices → select all → Export as CSV
  2. 2For bank data: Banking → select account → Export transactions → CSV

What BI Now! builds

  • Cash Flow
  • Revenue by Client
Finance & Accounting

Wave

Transaction Export Invoice Export

How to export

  1. 1For transactions: Accounting → Transactions → select all → Export (top right)
  2. 2For invoices: Sales → Invoices → Export

What BI Now! builds

  • Cash Flow
  • Revenue by Customer
Finance & Accounting

FreshBooks

Invoice Export Expense Export

How to export

  1. 1Go to Invoices (or Expenses)
  2. 2Select all records
  3. 3Click Export → Download CSV

What BI Now! builds

  • Cash Flow
  • Revenue by Client
Outstanding invoice balances are automatically flagged in the output.
Finance & Accounting

Zoho Books

Invoice Export Bank Transaction Export

How to export

  1. 1For invoices: Sales → Invoices → Export (top right) → CSV
  2. 2For bank data: Banking → select account → Transactions → Export

What BI Now! builds

  • Cash Flow
  • Revenue by Customer
Multi-currency exports are detected and flagged — amounts are aggregated without conversion.
CRM & Sales

HubSpot

Deals Export Contacts Export Tickets Export

How to export

  1. 1Go to CRM → Deals (or Contacts / Tickets)
  2. 2Click Actions → Export
  3. 3Select "Export current view" → CSV

What BI Now! builds

  • Pipeline Health
  • Acquisition by Source
  • Customer Experience
Spend data is not available in standard contact exports — acquisition spend must be added manually.
CRM & Sales

Salesforce

Opportunities Accounts Cases

How to export

  1. 1Go to Reports → find or build an Opportunities / Accounts / Cases report
  2. 2Click the dropdown arrow → Export → Export Formatted → CSV

What BI Now! builds

  • Pipeline Health
  • Revenue by Account
CSAT score defaults to 80% — Salesforce Cases do not include CSAT by default. Export CSAT separately for accurate scores.
CRM & Sales

Zoho CRM

Deals Export

How to export

  1. 1Go to Deals module (list view)
  2. 2Select all records
  3. 3Click the Export icon (top right) → Export as CSV

What BI Now! builds

  • Pipeline by Account
  • Weighted Pipeline by Close Month
Pipeline totals (total and probability-weighted) are shown as summary notes in the output.
HR & Operations

BambooHR

Employee Data Time-Off Report

How to export

  1. 1Go to Reports → select "Employee Data" or build a custom report
  2. 2Include: Name, Department, Hire Date, Employment Status
  3. 3Click Export → CSV

What BI Now! builds

  • Headcount & Attrition by Department
Training hours are not available in standard BambooHR exports — this field defaults to zero.
HR & Operations

Zendesk

Tickets Export CSAT Export

How to export

  1. 1Go to Reporting → Explore → select Tickets dataset
  2. 2Or: Admin → Reports → tick Export
  3. 3Export as CSV

What BI Now! builds

  • Customer Experience (ticket volume, resolution rate, channel breakdown)
CSAT score defaults to 80% when no CSAT data is in the export — export CSAT separately from Explore for accurate scores.
eCommerce & Payments

Shopify

Orders Export Customers Export

How to export

  1. 1For orders: Orders → Export → All Orders → CSV for Excel (or plain CSV)
  2. 2For customers: Customers → Export → All Customers → CSV

What BI Now! builds

  • Revenue Cash Flow
  • Customer LTV
  • Repeat Purchase Rate
eCommerce & Payments

WooCommerce

Orders Export

How to export

  1. 1Install the free "WooCommerce Customer / Order / Coupon Export" plugin (or use built-in export in WooCommerce → Orders → Export)
  2. 2Export all orders with standard fields
  3. 3Save as CSV

What BI Now! builds

  • Cash Flow
  • Revenue by Customer
Multi-currency orders are detected and flagged — amounts are aggregated without conversion.
eCommerce & Payments

Stripe

Balance Transaction Export

How to export

  1. 1Go to Stripe Dashboard → Payments → Balance
  2. 2Click the export icon (top right)
  3. 3Select date range → Export → CSV

What BI Now! builds

  • Cash Flow (Stripe revenue, net of fees)
Stripe amounts are sometimes in minor units (pence/cents) — BI Now! auto-detects and converts. Total fees processed are shown in output notes.
eCommerce & Payments

Square

Sales Transactions

How to export

  1. 1Go to Square Dashboard → Transactions
  2. 2Set date range
  3. 3Click Export → Download CSV

What BI Now! builds

  • Cash Flow (Square sales revenue)
eCommerce & Payments

PayPal

Transaction Export (Activity Download)

How to export

  1. 1Go to PayPal → Activity → Statements & Reports
  2. 2Select Activity Download
  3. 3Set date range → CSV → Download

What BI Now! builds

  • Cash Flow
  • Revenue by Payer (top 20)
Multi-currency transactions are included but not converted. Internal transfers, withdrawals, and currency conversions are automatically excluded — only completed payments are counted.
eCommerce & Payments

Monzo Business

Transaction Export

How to export

  1. 1Open the Monzo Business app
  2. 2Go to Account → Transactions
  3. 3Tap Export → Download as CSV

What BI Now! builds

  • Cash Flow
— See What's Inside

Explore the framework before you buy

Browse all 7 chapters, run the BI Report Audit on your own business, and explore the Data Dictionary Builder — all live below.

🎯 Demo Mode

BI Without the BS — Framework & Toolkit Preview

Get the Framework — $99 →
📖 The Framework
📋 BI Report Audit Toolkit
📖 Data Dictionary Builder
The Complete System

BI Without the BS

A 7-chapter business intelligence framework built for people who run businesses — not IT departments. Click any chapter to preview what's inside.

7
Chapters
75+
KPI Definitions
90
Day Plan
2
Toolkits Included
01 Why BI Matters for Your Business ›
02 Building Your Data Foundation ›
03 The KPIs That Actually Matter ›
04 Designing Reports People Read ›
05 Building a Data Culture ›
06 Tools Without the Complexity ›
07 Your 90-Day BI Action Plan ›
Chapter 01
Why BI Matters for Your Business
Most businesses are making six-figure decisions with zero-cost data systems. Not because the data doesn't exist — it always does. The problem is that nobody has built the system to turn it into something actionable. This chapter makes the case for BI in plain terms and reframes what "business intelligence" actually means at your scale.
What you'll be able to do after this chapter
→ Articulate exactly why your current data setup is costing you money
→ Distinguish between data you have and data you're actually using
→ Build the internal case for investing time in your BI system
→ Set realistic expectations for what BI can and can't do at your scale
Chapter Preview
"The businesses I've watched struggle with data all had one thing in common: they were waiting to be 'big enough' to need BI. What they didn't realise is that the moment you have more than one person making decisions that affect revenue, you need a shared view of what's actually happening.

The cost of not having that isn't visible on your P&L. It shows up as decisions that could have gone the other way, campaigns that ran too long, products that were discontinued too early, and customers who left before anyone noticed the signals."
BI Without the BS · Chapter 01 · Page 8
Chapter 02
Building Your Data Foundation
A data foundation isn't a database or a software platform. It's the set of decisions about what you measure, how you define it, where it lives, and who owns it. This chapter walks you through the five building blocks of a reliable data foundation — the ones that make every other BI effort 10x more effective.
What you'll be able to do after this chapter
→ Map every data source your business currently generates
→ Identify the gaps, duplicates, and conflicts in your current data
→ Define data ownership so nothing falls through the cracks
→ Create a single source of truth for your five most important metrics
Chapter Preview
"I call it the data shadow — the gap between the data your business generates and the data your business actually sees. Every business has one. The question is how wide yours is.

In most cases, the shadow is caused not by missing data, but by missing structure. You have the transactions. You have the customer records. You have the inventory movements. But they sit in separate systems, use different naming conventions, and have never been connected to each other in a way that makes them useful at the same time."
BI Without the BS · Chapter 02 · Page 18
Chapter 03
The KPIs That Actually Matter
Most businesses track too many metrics and act on too few. This chapter gives you the definitive KPI framework for businesses at every stage — covering financial, customer, operational, and growth metrics. 75+ definitions included, with clear guidance on which ones matter most at your current stage of growth.
What you'll be able to do after this chapter
→ Choose the right 8–12 KPIs for your business stage and model
→ Distinguish between lag indicators and lead indicators
→ Set meaningful targets that are connected to business outcomes
→ Stop tracking metrics that look good but drive no decisions
Chapter Preview
"Here is the test I use with every client: if this metric moved 20% in the wrong direction tomorrow, what would you do differently? If the answer is 'nothing' or 'I'm not sure', it's not a KPI — it's a vanity metric dressed up as one.

A real KPI is a number that, when it moves, triggers a conversation and a decision. If your metrics aren't doing that, the problem isn't the numbers. It's that the numbers aren't connected to the decisions that matter."
BI Without the BS · Chapter 03 · Page 31
Chapter 04
Designing Reports People Read
The best report is the one that gets read and acted on. This chapter covers the design principles behind effective business reporting — how to structure information, choose the right visualisations, and write the commentary that turns numbers into decisions. Including a practical template for a monthly business review.
What you'll be able to do after this chapter
→ Redesign your existing reports around decision-making, not data display
→ Choose the right chart type for every business question
→ Write commentary that tells the story behind the numbers
→ Run a monthly business review that actually changes behaviour
Chapter Preview
"The most common mistake in business reporting is confusing completeness with usefulness. A report that shows everything your systems can produce is not a good report. A good report shows the three to five things that matter most this month, with enough context to understand what's driving them and what to do next.

If your reports take more than ten minutes to read, they won't be read. If they don't end with a clear 'so what', they won't drive action. Design for the decision, not for the data."
BI Without the BS · Chapter 04 · Page 42
Chapter 05
Building a Data Culture
A data culture isn't about hiring data scientists. It's about creating an environment where people reach for data naturally when making decisions — and trust what they find. This chapter covers how to build that culture at any business size, including how to handle the people who don't want to change.
What you'll be able to do after this chapter
→ Identify the cultural barriers stopping your team from using data
→ Build data literacy without training programmes or consultants
→ Create rituals that embed data into your regular business rhythm
→ Handle disagreements about data without politics derailing the process
Chapter Preview
"Data culture is built in meetings, not training sessions. The single most effective thing a business leader can do to build a data culture is to ask 'what does the data say?' before expressing an opinion — in every meeting, consistently, over time.

People learn from watching what gets rewarded. If decisions made with data get better outcomes and more support from leadership than decisions made on gut feel, the culture shifts. It doesn't happen overnight. But it happens faster than most leaders expect."
BI Without the BS · Chapter 05 · Page 56
Chapter 06
Tools Without the Complexity
You don't need Tableau. You don't need Power BI. You need a clear understanding of what your existing tools can actually do — and a simple architecture that connects them. This chapter maps the most common business tool stacks and shows you how to extract BI value from software you already pay for.
What you'll be able to do after this chapter
→ Audit your existing software for untapped BI capability
→ Connect your accounting, CRM, and ops tools into a coherent view
→ Decide when — and only when — to invest in dedicated BI tooling
→ Use BI Now! to automate the dashboard layer on top of your existing data
Chapter Preview
"The businesses spending the most on BI tools are rarely getting the most from them. I've seen companies with six-figure Tableau licences still running Monday morning meetings from a spreadsheet someone built in 2019.

The tool is never the problem. The system around it is. Before you buy anything new, spend two hours mapping what your existing tools already produce. In most cases, you're sitting on 80% of the data infrastructure you need. The missing 20% is the system that connects it."
BI Without the BS · Chapter 06 · Page 68
Chapter 07
Your 90-Day BI Action Plan
Everything in this framework comes together in a structured 90-day implementation plan. Not theory — a week-by-week action plan that takes you from where you are now to a fully functioning BI system. Designed to work around a busy schedule with no external support required.
What you'll walk away with
→ Days 1–30: Foundation — data audit, definitions, and your first KPI set
→ Days 31–60: Infrastructure — reporting cadence, dashboard setup, team alignment
→ Days 61–90: Optimisation — refine, automate, and embed into business rhythm
→ A complete BI system you own, understand, and can run without a consultant
Get the Full Framework — $99 →
Chapter Preview
"Most BI implementations fail not because the technology is wrong, but because nobody owns the process. The 90-day plan in this chapter is designed around one principle: every action has a single owner, a clear output, and a deadline.

By day 90, you will have a data dictionary your team has agreed on, a set of KPIs that are tracked weekly, a reporting cadence that runs without chasing, and a dashboard that you trust. That's not a transformation programme. That's an afternoon a week for three months."
BI Without the BS · Chapter 07 · Page 79
Included Tool #1
BI Report Audit Toolkit

Score your current reporting across 5 dimensions. Answer honestly — the output gives you a prioritised action plan for exactly where to start. This is the real tool, running in demo mode.

Audit Score
0 / 25
📊
Data Reliability
0/5 ▼
Do all reports across your business use the same definition for key terms like "revenue", "customer", and "active user"?
When two people pull the same report independently, do they get the same numbers?
Is there a clear owner responsible for data accuracy in your business?
📈
Report Usefulness
0/5 ▼
Do your reports end with a clear "so what" — a recommendation or decision point?
Could you remove any of your current reports and nobody would notice for a month?
Did your last report lead to a specific decision or action?
🔄
Reporting Cadence
0/5 ▼
Do you have a regular reporting rhythm — daily, weekly, monthly — that everyone knows about?
How long does it take to produce your main monthly business report?
Are your key metrics reviewed at least weekly by the relevant decision-maker?
🎯
KPI Clarity
0/5 ▼
Does every person in your business know which 3–5 numbers they're responsible for moving?
Do you track both lag indicators (what happened) and lead indicators (what's about to happen)?
Could you answer these 3 questions right now without opening a spreadsheet: current churn rate, gross margin by product, revenue vs target YTD?
🛠️
Tooling & Automation
0/5 ▼
How much manual work (copy/paste, reformatting, formula-building) goes into your reports each month?
Do you have a dashboard that shows your key metrics in one place, updated automatically?
If your main reporting person was unavailable for a month, would reporting continue without them?
Your BI Report Audit Score
0
out of 25

The full toolkit includes a complete action plan, a report redesign template, and a 30-day fix roadmap.

Get the Full Toolkit — $99 →
Included Tool #2
SME Data Dictionary Builder

A living document that defines exactly what every key business term means, where it comes from, and who owns it. Click any term to see its full definition — and see how your team would use this in practice.

Apex Home & Living — Data Dictionary

Sample data dictionary · Click any term to expand

18
Terms
4
Categories
14
Agreed
Term Category Source System Owner Status

The full Data Dictionary Builder includes 50+ pre-built definitions across Finance, Sales, Operations and Customer metrics — plus blank templates to add your own. Comes with a conflict resolution guide for when your team disagrees on definitions.

Get the Full Dictionary Builder — $99 →

💡 The Audit Toolkit and Data Dictionary Builder are fully interactive — try them now.

Get the Framework — $99 Bundle — get framework free with BI Now!
— Best Value

Get the framework free
with BI Now!

Buy BI Now! and get BI Without the BS — plus all 5 bonus tools — included at no extra cost.

🕐 Limited Time · Framework Included Free
The Complete System
The Complete
BI Playbook
  • BI Now! — auto-detect dashboard, any data source ($549)
  • BI Without the BS — 7-chapter strategy framework FREE
  • 📋 BI Report Audit Toolkit FREE
  • 📖 SME Data Dictionary Builder FREE
  • 📊 KPI Starter Pack — 30 KPIs with formulas & benchmarks FREE
  • ✅ Data Clean-Up Checklist — 40 actions FREE
  • 📬 BI Weekly Briefing — 4-week leadership templates FREE
$648 if bought separately Save $99
$549
Get Everything for $549 →
The Philosophy

"Most SMEs don't have a data problem. They have a clarity problem. The data is there — it just needs to be turned into decisions."

Pravesh Dukhi · Founder, The BI Playbook · 20+ Years in Business Intelligence

Free Guides

BI Guides for People Who Run Businesses

View all guides →
BI Health Check
5 Questions That Reveal Whether You Have a BI Problem
Can you answer these without opening a spreadsheet? If not, here's what to do.
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BI Audit
How to Do a BI Audit on Your Business in 20 Minutes
A 5-step framework to find what's working, broken, and missing in your reporting.
Read the guide →
SME Metrics
5 Numbers Every SME Owner Should Know — But Most Don't
Most SME owners know their revenue. Few know the numbers that actually predict health.
Read the guide →
BI System
The 3-Step BI System Any Small Business Can Implement This Week
No data team, no big budget. Free → $99 → $549. Here's the full system.
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KPI Framework
How to Choose KPIs for Your Small Business
Most SMEs track too many KPIs and act on none. A practical framework for choosing right.
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All Guides
8 free guides on BI, KPIs, dashboards, and data management
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