The data is there — in your accounting software, your CRM, your spreadsheets. The problem is that pulling it together takes hours, it is out of date by the time it is ready, and the numbers change depending on who runs the report. Power BI fixes all three.
Every dashboard is built to your data, your terminology, and your decisions — not a generic template.
Replace monthly manual reporting with a live P&L, cashflow, and budget vs actuals dashboard your Finance Director can open in one click — updated in real time, no spreadsheet required.
Real-time visibility into output, capacity, quality, and efficiency across one site or many. Stop waiting for yesterday's numbers.
Connect your CRM and show revenue, conversion rates, pipeline health, and individual team performance in a single live view.
Headcount, absence, turnover, and cost — presented clearly for board-level decisions without manual compilation.
Track stock levels, supplier performance, and fulfilment in real time. No more manual spreadsheet updates before the morning meeting.
See which projects, clients, and teams are actually profitable. Make resourcing decisions with real data, not instinct.
The most common complaint I hear about Power BI dashboards is that they look impressive but nobody uses them. Usually the reason is the same: the dashboard was built around the data that was available, not the decisions that actually needed to be made. Charts for the sake of charts. Numbers without context. Filters that nobody knows how to use.
Before writing a single line of DAX, the most important conversation is about what decisions the dashboard needs to support. Who opens it and what question are they trying to answer? What does a good week look like versus a bad one? What do they need to see to know whether to act?
That conversation shapes everything — what data we connect, how we model it, what we surface on the main view, and what we put behind a filter. The result is a dashboard your team actually opens because it tells them something useful, not one that gets forgotten after the first week.
Finance and Accounting · Finance Director
Anything not covered here — just ask us directly.
Most dashboards are delivered within 5-10 working days from the scoping call. Simple single-source dashboards can be faster; multi-system builds with complex data modelling take a little longer. You will always get a clear timeline before any work begins.
To share dashboards across your organisation, you will need Power BI Pro licences at around £8.40 per user per month from Microsoft. We will advise on the most cost-effective setup for your team during the scoping call.
Yes. Power BI connects to hundreds of data sources — Excel, SQL, Salesforce, Xero, QuickBooks, SharePoint, Google Sheets, and many more. We confirm compatibility during the scoping call so there are no surprises.
That is the goal. We design dashboards for the people who will use them daily, not just the person who commissioned them. Every project includes a full handover walkthrough and documentation.
Most clients come to us with imperfect data — that is normal, not a blocker. Data cleaning and transformation is built into the process. We will flag any structural issues during scoping that need addressing first.
Yes — we work with businesses across the UK and internationally. Everything is delivered remotely. Location has never been an issue for any of our clients.
Book a free 30-minute call. We will look at your data, tell you exactly what is possible, and give you a fixed price before you commit to anything.
Book your free scoping call →Delivered in 5-10 days · Full documentation included