Dashboards your management team will actually open
Power BI reporting built on a data model that holds up, replacing the manual spreadsheet pack that takes someone three days a month.
Most reporting problems are not reporting problems. The numbers disagree because two systems define a customer differently, or because the monthly pack is rebuilt by hand and a formula drifted.
We fix the model first, then build the dashboards on top. The result is one set of figures everyone agrees on, refreshed automatically, and a finance or ops person who gets three days a month back.
What's included
- Data source consolidation — accounting, CRM, operations and spreadsheets brought into one model
- Data modelling — clear definitions and relationships so two reports cannot disagree on the same number
- Power BI dashboards — built for the decisions they support, not to display every field available
- Automated refresh — scheduled refresh with failure alerting, so nobody discovers stale data in a board meeting
- Row-level security — so each manager sees their own region, branch or cost centre and no more
- Report migration — existing Excel packs rebuilt as governed, refreshable reports
- Licensing guidance — Power BI Pro against Premium Per User, sized to how many people actually consume reports
- Handover and training — your team learns to extend the reports rather than depending on us for every change
How we start
We start with a short discovery: which decisions the reporting has to support, where the data lives today, and which figures are currently disputed. That produces a prototype dashboard on your real data, usually within two weeks.
Frequently asked
Can you connect to our accounting or ERP system?
Power BI has connectors for most mainstream platforms, and where a connector does not exist we can usually work from a scheduled export or an API. The discovery confirms this before we quote.
Do we need Power BI Premium?
Usually not. Most businesses under a few hundred report consumers are better served by Pro licences. We size this in the assessment rather than defaulting to the expensive answer.
Who owns the reports afterwards?
You do. They live in your tenant, and we document the model so your team or another partner can extend them. We do not hold your reporting hostage.
Can this feed into Copilot?
A clean, well-governed data model is the prerequisite for anything AI-assisted producing trustworthy answers. This work is the foundation, and we will be straight with you about what is realistic today.
Often combined with
Ready to get started?
Tell us your team size, your current systems and your biggest IT headache. We'll come back with a clear, fixed-price proposal.
Book a Free Consultation