From business requirements to meaningful metrics
Excel files to consolidate, figures scattered across applications and reports rebuilt every month: we help you turn this data into Power BI dashboards that teams can use in their day-to-day work.
Working with your team and business stakeholders, we define the metrics to track, how they should be calculated and which data sources are needed. You can offer reporting services without having to build every design and development skill in-house.
Reports built around business needs
We can connect Microsoft data sources and business applications, prepare and consolidate the data, and build the models needed for reporting.
Typical requirements include:
- Tracking sales, margins and commercial targets.
- Comparing financial actuals against budgets.
- Analysing operational activity.
- Bringing together data from multiple systems.
- Replacing Excel-based reporting with interactive reports.
We build dashboards, configure data refresh, publish reports and set up access permissions based on the available sources and intended use.
Helping teams adopt and develop their reports
The engagement can include user training and knowledge transfer to your team. We can also maintain reports, adjust metrics and integrate additional sources within the agreed scope.
Microsoft Fabric can be considered when a project raises broader data centralisation requirements, while Power BI and reporting remain the focus of the engagement.
Example scenario
An MSP supports a business that prepares its sales reports using exports from its business management software and Excel files. Our teams can consolidate these sources in Power BI, build views for tracking sales and margins, then configure data refresh and access for the relevant managers.