Excel

Written By Mat

Excel Reporting Audit & Redesign

At newlens, we help you turn messy, error-prone Excel workbooks into clear, efficient, and dependable tools your business can rely on.

Get clarity, speed, and structure - without rebuilding everything from scratch.

  • Audit your current reports - find risks, errors, broken links, and performance bottlenecks

  • Redesign for speed & stability - streamline layouts, improve logic, and automate where it counts

  • Hand over a clean, documented process your team can actually use

More reliable reporting. More confident decisions.

How It Works

Every project is tailored to your business, but most follow three key phases:

1. Discovery & Understanding

We start with collaborative workshops to explore:

  • Your existing reports, users, and pain points

  • What the reports are meant to show (vs what they currently do)

  • Business rules, data flows, and stakeholder expectations

  • Constraints around data sources, platforms, and systems

2. Audit & Analysis

We then assess your reporting setup using Excel, SQL, Power Query, or BI tools as needed:

  • Identify file bloat, performance issues, and formula risks

  • Map and validate logic chains

  • Spot inconsistencies or silent errors

  • Surface redundant calculations or manual steps

3. Redesign & Delivery

We build a cleaner, smarter version of your report that’s:

  • Faster - lighter files, smarter links, and better performance

  • More accurate – improved formulas and checks

  • User-friendly – easier to maintain, easier to explain

You'll also get supporting documentation and walkthroughs to make handover seamless.

What’s Included (example package)

Typical deliverables might include:

  • Structured discovery session (remote or in-person)

  • Workbook audit with annotated findings

  • Redesigned Excel report(s) with cleaner logic and automation

  • Supporting assets: quick guides, template sheets, formula cheat sheets

  • Optional integration support (e.g. SQL, Power Query, or export to BI tools)

  • Optional follow-up support & refinement (add-on)

Who It’s For

This service is ideal for:

  • Ops, finance, or sales teams managing Excel-based reporting

  • Businesses struggling with bloated, unreliable, or overcomplicated workbooks

  • Leaders who need faster access to accurate, consistent data

  • Anyone preparing for a future move to BI tools but still reliant on Excel today

Pricing

Every Excel project is unique — pricing depends on scope and complexity.

Initial discovery calls are free, and we’ll provide a tailored quote before any work begins.

Book a free discovery call to discuss your Excel reporting challenges.
No pressure — we’ll help you decide if this is the right fit.

Mat https://newlens.uk
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