WHAT WE BUILD
Executive Dashboards
The 5–10 KPIs your leadership team needs at a glance — revenue, margin, pipeline, cash, utilization — refreshed automatically.
Operational Reports
The detailed views department managers drill into daily: throughput, bottlenecks, AR aging, labor costs, job profitability.
Data Modeling & DAX
A proper star-schema model with measures defined once and reused everywhere — so “revenue” means the same thing on every page.
Automated Alerts
Get notified when a metric crosses a threshold — not when it’s already too late to do anything about it.
Forecasting & AI Insights
Trend detection, anomaly flags, and forecasts that leadership can trust — because the data feeding them is clean.
Training & Self-Service
Your team learns to slice, filter, and build their own views — without waiting on IT or on us.
Common Dashboard Views We Build
WHY WE FIX THE DATA BEFORE THE DASHBOARD
Most failed Power BI projects fail for the same reason: the dashboards were built directly on top of exports and spreadsheets. They looked great in the demo, then drifted out of sync with reality within a month because someone changed a column, missed an upload, or re-keyed a number wrong.
We build the centralized data layer and the integrations that feed it first. Power BI then reads from one governed source that refreshes itself. It’s more work up front — and it’s the reason our dashboards are still accurate a year later.
🔍 Real Example
A professional services firm’s leadership was making decisions on week-old data pulled manually into Excel. We centralized their time, billing, and project data and built Power BI dashboards covering revenue, utilization, and pipeline — 100% real-time, saving 20+ hours of report-building per month, and surfacing unbilled hours nobody had noticed.
POWER BI FAQ
We already have Power BI licenses. Why aren’t our dashboards useful?
Almost always because the data underneath is fragmented or manually maintained. Power BI is a reporting layer — it can’t fix inconsistent source data. We build the connected, centralized data model first, then the dashboards on top of it. That’s why ours stay accurate.
Can you connect Power BI to our ERP, CRM, or QuickBooks?
Yes. We connect Power BI to Dynamics 365, NetSuite, Salesforce, HubSpot, QuickBooks, SQL Server, Excel, SharePoint, and most systems with an API or database. Where a direct connection isn’t practical, we build a data pipeline into a central SQL layer that Power BI reads from.
How long does it take to get our first dashboard?
The first executive dashboard is typically live within 2–4 weeks of the data foundation being in place. A full reporting suite — executive, operational, and departmental views — usually takes 4–8 weeks. We deliver in phases so leadership sees value early.
Start with a free system assessment
We’ll map what’s connected, what’s broken, and what the path forward looks like — in writing. No commitment, no sales pitch.
Get a Free System Assessment →