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Power BI consulting

See your numbers clearly. In one place.

Power BI consulting for teams tired of reconciling Excel, QuickBooks, Salesforce, and ERP before every meeting. We connect what you already run — and leave you with reports people trust.

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Remote-first. US, UK, and Canada hours. We never change your source systems.
Executive overview Power BI dashboard — consulting topic visual
  • Operating since 2012
  • Microsoft Power BI specialists
  • NDA-ready data handling
  • Fixed-scope first releases
  • Independent — not affiliated with Microsoft

Bring all your pieces together

Your numbers exist. They just don't talk to each other.

Sales in Salesforce. Cash in QuickBooks or the GL. Ops in the ERP. By the time someone finishes the spreadsheet, the meeting has moved on. We bring those sources into Power BI — so you and finance see the same story.

Plug in what you already use.

SQL Server, Excel, SharePoint, Salesforce, QuickBooks, NetSuite, and more. One dashboard can pull from several sources — no weekly CSV ritual.

Ask the question. See the answer.

Revenue, pipeline, margin, cash, headcount — on a schedule, not rebuilt Sunday night. Built for the meeting you already run.

Know what to do next. Together.

Clear owners, documented measures, and a path back to the source — so finance, ops, and leadership stay on the same page.

This is for you if

  • 01You're stitching Excel, QuickBooks, Salesforce, or an ERP by hand every reporting cycle.
  • 02Someone asks a question in the meeting and nobody can answer it live.
  • 03You already pay for Power BI — but nothing useful is live yet.
  • 04Dashboards exist, but nobody trusts the numbers.

Need a small fix on a report you already have? That's a shorter job — see Power BI Support & Fixes.

Open the report. See what matters.

High spend. Slow collections. Missed targets. Odd spikes. The first screen shows exceptions — not a wall of charts.

From question to dashboard.

Start with the decision you need. We shape the model and pages around that — then expand only when the first release earns trust.

Catches what spreadsheets miss.

Definitions that don't match. Refresh that failed overnight. Totals that drift from the close. We design so those show up before the meeting — not during it.

Your data. Your systems. Your call.

  • Read your systems. Don’t rewrite them.

    We connect and report. We don’t become a second place to enter orders, invoices, or CRM deals.

  • Private to your team.

    Client data stays in your Microsoft environment under NDA when you need it. We don’t use your numbers for demos or marketing.

  • You keep ownership.

    Documented measures, a recorded walkthrough, and a handoff your team can maintain — not a black box only we can touch.

What we build

Executive dashboards

One view for leadership — revenue, pipeline, margin, headcount — refreshed on a schedule, not rebuilt by hand.

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Data models & DAX

Clean relationships and tested measures. Documented so you aren’t guessing six months later.

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Excel → Power BI

Broken links and hardcoded formulas become a refreshable model that matches the pack you already trust.

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System connections

Power BI wired to SQL Server, Salesforce, QuickBooks, NetSuite, SharePoint, and APIs you already run.

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Embedded analytics

Reports inside your product or portal — each customer only sees their own data.

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Training & handoff

We don’t drop a file and vanish. Your team learns how to maintain and extend it.

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How it works

  1. 01

    Scoping call — free, 30 min

    We look at how you report today and say honestly whether Power BI is the right fix.

  2. 02

    Fixed-scope proposal

    Written deliverables and timeline. Not an open-ended hourly fog.

  3. 03

    Build with checkpoints

    You see working pages early — not a big reveal at the end.

  4. 04

    Handoff you can run

    Data dictionary, measure notes, and a recorded walkthrough.

  5. 05

    Optional support

    New requests and troubleshooting after go-live — only if you want it.

Why Power BI Analytics

  • Model first, charts second. A pretty dashboard on a bad model breaks the first time someone asks a follow-up.
  • Every measure is written down — no black-box DAX only the original builder understands.

Recommended dashboards

A view of your real business — not a textbook dashboard

Example patterns. One dashboard can combine the sources you already use.

Dashboard

Power BI consulting executive scorecard

Headline outcomes, drivers, and exceptions for the Power BI consulting decisions your leadership team reviews weekly.

  • KPI strip with owners
  • Driver waterfall or contribution view
  • Exception queue with thresholds

Dashboard

Power BI consulting operating detail

Drill-ready operational pages so teams can move from a red KPI to the underlying cause without exporting to Excel.

  • Trend and period comparison
  • Segment breakdown
  • Detail table with filters

Questions people actually ask

Built from the first things finance and ops ask on a scoping call.

06

Buyer questions answered

Most work is fixed-price, not an open hourly retainer. Cost depends on how many sources you connect, how messy the data is, and how many dashboards are in scope. We put a number in writing after the free scoping call.

A focused first dashboard with clean sources is usually weeks, not months. Multi-source cleanup takes longer. You get a real timeline in the proposal — not a vague “it depends.”

Not always. Some teams embed us with system access. Others send extracts and keep IT on the connections. We decide that on the first call.

Usually not for a first release. If a bigger rollout needs Premium capacity, we flag it during scoping — we don’t upsell licenses for sport.

Yes — that’s one of the most common jobs. We map your Excel logic first, then rebuild it properly so nothing gets “translated” wrong.

No. We help you report between the meetings — and leave a model your people can own. Every number should be checkable against the source.
Response within one business dayClear first-release scopeGoverned KPI definitionsSecurity-aware delivery

Ready to stop rebuilding the same report every week?

Book a free scoping call. We’ll tell you honestly whether Power BI is the right fix before you spend a dollar.

Book a Free Scoping CallRequest Dashboard Audit

Book a free 30-minute scoping call

Talk through priorities, data sources, and a practical first Power BI release.

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