Dashboards leaders use every week
Power BI dashboard development around each leader's decisions, with drill-down and mobile layouts. Each page answers one question.
Learn more about Dashboard Development Services →Platform
Power BI consulting and dashboard development
Power BI consulting that turns ERP, CRM and finance data into governed dashboards your CFO, COO and CMO use to decide, not debate.
Challenges we solve
Power BI reports stall when the data underneath is wrong
Dashboard views drop after month three without governance
Weekly dashboard views, first 6 months after launch
Demo data
UngovernedGoverned
UngovernedGoverned
So what: Executives keep opening dashboards when every figure comes from one governed model.
- 1
Meetings start with reconciliation
Each report calculates revenue differently, so leaders argue about figures.
- 2
Refreshes fail before the meeting
Unplanned models and heavy DAX make pages slow and refreshes unreliable.
- 3
Executives stop opening dashboards
Reports are built for analysts, not for quick leadership answers.
- 4
Reports decay after the developer leaves
Nobody owns the workspace, so definitions drift.
Services
Power BI consulting services cover the full path from source data to adoption
Good Power BI consulting depends on clean data, shared definitions and people who use the reports. Our Power BI services cover all three.
- Power BI implementation
One model behind every report
Workspaces, gateways, connections and a star-schema model built in Power Query and DAX. Figures are reconciled to finance before go-live.
A ranked list of fixes
A Power BI audit and health check of models, DAX, refresh, security and licensing, ranked by impact. You decide what to fix first.
- Power BI managed services and support
Reports that stay current
Monitoring, changes and new reports from a named consultant. Requests are prioritized each month.
Teams that maintain their own reports
Power BI coaching for analysts on modeling and DAX, and for managers on reading dashboards. Your team gains independence.
Architecture that scales
Guidance on Microsoft Fabric, row-level security and governed, shared semantic models. It grows with your data.
You can hire a Power BI consultant for one project, or an outsourced Power BI developer every month. Either way, scope starts from the decisions the reports must support. We connect Power BI to NetSuite, Odoo, Zoho, QuickBooks, Salesforce, HubSpot, GA4 and data warehouses that combine them.
The insight behind our approach is simple. Visuals are rarely what breaks a Power BI project. Data quality, unclear definitions and low adoption are. So each service below fixes one of those causes, and together they give leaders a single source of truth they open every week.
Sample dashboards
Each Power BI dashboard example answers one executive's question
These Power BI dashboard examples run on demo data. Each one is built for a single decision. In discovery we adapt them to your systems and definitions.
Power BI dashboard examples by executive decision
Demo dataRevenue vs budget$18.4M▼ -4%
Gross margin41.2%▲ +0.8 pts
Opex vs budget$6.1M▲ +6%
Cash on hand$5.3M▲ +$0.4M
Two cost centers run 15% over budget
Opex vs budget by cost center, Q3, $K
ActualBudget
So what: Start cost review in Marketing and IT; the other centers are within 4% of budget.
| Cost center | Actual $K | Budget $K | Variance |
|---|---|---|---|
| Marketing | 1,320 | 1,150 | +15% |
| IT | 980 | 850 | +15% |
| G&A | 740 | 750 | -1% |
| Sales | 1,450 | 1,400 | +4% |
| Operations | 1,610 | 1,600 | +1% |
Sourced pipeline$4.3M▲ +12%
Cost per lead$184▼ -6%
Return on spend3.7x▲ +0.3x
Events cost per lead$412▲ +9%
Paid search returns twice what events do
Pipeline per $1 spent by channel, last 2 quarters
So what: Shift part of the events budget to paid search and organic next quarter.
| Channel | Spend $K | Pipeline $K | Return |
|---|---|---|---|
| Paid search | 320 | 1,664 | 5.2x |
| Organic | 180 | 828 | 4.6x |
| 95 | 361 | 3.8x | |
| Alliances | 150 | 465 | 3.1x |
| Events | 410 | 984 | 2.4x |
Order cycle time4.8 days▲ +0.6 days
On-time delivery92.1%▼ -1.4 pts
Capacity use85%▲ +6 pts
Order backlog1,240▲ +11%
The North site runs above 95% capacity
Capacity use by site, last 6 months, %
NorthSouthWest
So what: Add capacity at North first; South and West still have room.
| Site | Capacity use | Cycle time | Backlog |
|---|---|---|---|
| North | 97% | 6.1 days | 640 |
| South | 83% | 4.2 days | 380 |
| West | 76% | 3.6 days | 220 |
CFO: decide where to cut cost
Revenue, gross margin, operating expenses against budget and cash by entity.
CMO: decide which channels get budget
Marketing-sourced pipeline, cost per lead and return by channel.
COO: decide where to add capacity
Order cycle time, on-time delivery, capacity use and backlog by site.
How we work
Our Power BI consultants fix definitions before they build visuals
Five steps keep the project on the numbers that matter.
How our Power BI consultants work, from goals to adoption
Select a stage, use Next or the arrow keysAgreed goals. We list the decisions, users and KPIs the reports must serve, and map every data source.
Step 1 of 5
- Agreed goals. We list the decisions, users and KPIs the reports must serve, and map every data source.
- One set of numbers. We build one data model with shared definitions, so every report calculates revenue the same way.
- Reports owners approve. We build in short cycles and review each report with its business owner before moving on.
- Figures that match finance. We reconcile every figure against your ERP and finance records before go-live.
- Lasting adoption. We train users, track usage after launch, then hand over or keep supporting.
What you get
You keep a documented model, DAX library, governance and trained users
Your team can extend the model
Tables, relationships and refresh logic are documented in plain English.
Every KPI is defined once
A DAX measure library lists each KPI's business definition and owner.
Access stays controlled
Workspaces, roles, row-level security and refresh monitoring are set up and documented.
Owners can maintain reports
Training sessions and a runbook cover routine changes and fixes.
Pricing
Power BI consulting pricing follows scope, not a rate card
Price depends on data sources, reports and the support you need after go-live. We quote after a discovery call.
Know what to fix first
Health check: fixed-scope review, ranked fixes.
Pay per phase
Project: fixed scope per phase.
Add capacity monthly
Fractional or embedded data team.
Guide your own team
Advisory for your BI team.
Engagement finder
Which Power BI engagement fits your situation?
2 questions. We suggest one engagement model. Nothing is sent anywhere.
Frequently asked questions
Power BI consulting: questions buyers ask before hiring a developer or consultant
The basics2
A Power BI developer builds reports, models and DAX to a specification. A Power BI consultant also writes that specification: which decisions the reports support, which KPIs matter and how data is governed. As a Power BI consulting company, we combine both roles, so strategy and build stay with one team and less is lost in handover.
Power BI Pro is licensed per user and suits teams that share reports internally. Premium Per User adds larger models and advanced features for each licensed user. Microsoft Fabric capacity covers Power BI plus data engineering and warehousing on shared compute; from F64, viewers can read shared content without a Pro license. We recommend a license mix based on your users, data volumes and sharing needs.
Scope, cost and working with us4
Cost depends on the number of data sources, the state of your data, the number of reports and the support you need after launch. We scope each engagement after a discovery call. Options include fixed-scope health checks, phased projects, monthly fractional support and advisory retainers, so you can match the model to your budget.
Timelines depend mostly on data readiness and the number of sources. We plan in phases and deliver a first working dashboard on validated data early, then add sources and departments. The discovery call produces a phased plan with milestones, so you know what arrives when before work starts.
Yes. We connect Power BI to NetSuite, Odoo, Zoho, QuickBooks, Salesforce, HubSpot, GA4 and most databases, through native connectors, ODBC, APIs or a data warehouse. Where several systems hold the same customer or product, we align keys and definitions first, so dashboards reconcile with your finance records.
Yes. A Power BI health check reviews your models, DAX, refresh and security and ranks fixes by impact. We then implement the fixes or coach your team to do it. If you are still choosing a tool, our Power BI vs Tableau guide compares it with Tableau and Looker.
A Power BI health check shows what to fix first
Share your workspace and the decisions it should support. We review the model, DAX, refresh, security and licensing. You get a ranked fix list and a license recommendation. Book a consultation to schedule it.
Benefits
The benefit of Power BI consulting is faster decisions on one set of numbers
The main benefit of Power BI consulting is one version of the numbers.
Revenue, margin and pipeline are defined once. Leadership meetings move from checking figures to acting on them.
The second benefit is speed. A well-built model refreshes on time and loads fast. Managers answer their own follow-up questions without waiting for an analyst.
Third, adoption. Each page answers a question the CFO, COO, CMO or RevOps lead already asks every week. That is why people keep opening it.
Fourth, lower long-term cost. Documentation, governance and training let your team extend reports without rebuilding them when a source changes.
Finally, a base for what comes next. Clean, governed data in Power BI is the starting point for embedded analytics, process automation and AI use cases.
Each of these benefits supports a concrete decision: where to cut cost, which channels to fund, where to add capacity.