Data modelling
A clean star-schema model with documented measures, so every report uses the same definitions of revenue, margin and growth.
Service 03 · Power BI Reporting
Reports your leadership actually opens.
Stop rebuilding the same spreadsheet every month. We turn data from your accounting, ERP, CRM and Excel files into one trusted Power BI model, with dashboards that refresh on their own and answer the questions that matter.
RevenueR4.82m▲ 12%
Margin38.4%▲ 2.1
Orders12 906▲ 8%
What you get
From scattered data to one version of the truth.
Dashboard design
Executive, finance, sales and operations dashboards designed for clarity: the right chart, the right level of detail.
Automated refresh
Scheduled refresh via gateways for on-premise sources, with alerts if data fails to load.
Row-level security
Branch managers see their branch, regional heads see their region. Access is set up properly from day one.
Sharing & embedding
Publish to Power BI apps, Teams, SharePoint or your client portal, with subscriptions emailed on schedule.
Training
Hands-on sessions so your team can explore, filter and build their own reports confidently.
Data sources
We speak your systems.
Accounting
Sage Business Cloud, Sage 200/300 (Evolution), Pastel, Xero and QuickBooks.
ERP & CRM
Dynamics 365, Acumatica, SAP Business One, Syspro, HubSpot and Salesforce.
Files & databases
Excel and SharePoint lists, SQL Server, PostgreSQL, MySQL and Google Sheets.
Operational
Point-of-sale, e-commerce, payroll, telematics and chatbot conversation data.
Process
Insight in weeks, not quarters.
Questions first
We start with the decisions you need to make, then work back to the data required.
Connect & model
Sources connected, cleaned and modelled. Numbers are reconciled with your finance team.
Design & iterate
Dashboards built in short cycles with your feedback until they're genuinely useful.
Roll out
Security, refresh schedules, documentation and training, then managed reporting if you want it.
Do we need Power BI Pro licences?
To share reports in the Power BI service, each viewer typically needs a Pro (or Premium Per User) licence, unless you use Fabric capacity. Microsoft licensing is billed separately. We'll advise the most cost-effective setup.
Our data is messy. Can you still help?
Yes, that's most projects. We clean and transform data as part of the model, and highlight data-quality issues to fix at the source.
Can you take over existing reports?
Absolutely. We audit and optimise existing Power BI files, fix slow refreshes and rebuild models so they scale.
Can our clients see their own reports?
Yes. With row-level security and Power BI Embedded (or our Handover Lens portal), each client sees only their own data.
Final scene
Ready to hand it over?
Tell us what's slowing your team down. We'll come back within one business day with a plan, a timeline and a fixed quote.