Dashboards & MIS (Power BI)
One screen your leadership team actually opens.
Power BI data models over your ERP or accounting system, with P&L by customer, product, business unit and project, refreshed automatically.
- Price
- Fixed build + monthly care, quoted
- Built for
- Leadership teams that spend days building monthly reports in Excel and still can't answer "which customers make us money?"
The problem
Sound familiar?
- Monthly reporting means exporting, pasting and formatting the same spreadsheets again.
- Different reports show different numbers, so meetings start with reconciling.
- You can see total profit, but not which customers, products or projects drive it.
The outcome
One trusted dashboard, built on a clean data model, that refreshes itself and answers the questions leadership actually asks.
- A single source of truth for revenue, margin and cash
- P&L by customer, product, business unit or project
- Automated refresh – no more copy and paste
- Drill-down from headline KPI to transaction
What's included
Everything in the scope, written down.
- Requirements workshop with leadership – questions first, visuals second
- Data model over your ERP or accounting data
- P&L by customer, product, business unit, project or region
- KPI dashboards – revenue, gross margin, cash, DSO, AP aging
- Automated refresh through the Power BI service
- Row-level security for entity or department views
- Documentation and a hand-over session for your team
- Monthly care plan – fixes, new measures, new pages
What you receive
Tools we work in
Your systems, your data.
We work inside your subscriptions, so you keep ownership of every file.
- Power BI
- SAP Business ByDesign
- NetSuite
- QuickBooks Online
- Xero
- SQL
- Python
- Excel
How pricing works
Fixed build + monthly care, quoted
A fixed price for the build, agreed before we start. An optional monthly care plan covers changes and support.
What drives the price
- Number of data sources and how clean they are
- Number of report pages and audiences
- Allocation logic for P&L by customer or project
- Security and refresh requirements
Do we need Power BI licenses?
Viewers need Power BI Pro or a Premium capacity. We help you pick the cheapest option that works for your audience.
Can you build dashboards on our ERP?
Yes. We have built pipelines from SAP Business ByDesign, NetSuite, QuickBooks Online and Xero, plus spreadsheets that cannot be avoided.
Can we see a sample on our own data?
Yes. As a free offer, we can build a sample dashboard from an export of your data under NDA.
Who owns the dashboard?
You do. The model and reports sit in your Power BI tenant, documented so your team can maintain them.
Often paired with
Industries we do this for: Construction & EPC · E-commerce & D2C · SaaS & technology · Professional services · Multi-entity groups
Free finance health check
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