Power BI Consulting Service
Empower your business with our Power BI consulting services, featuring interactive dashboards that turn complex data into clear, actionable visualizations. Enjoy hassle-free, cloud-based access to your insights alongside smooth, seamless integration with your existing business tools. Maximize your return on investment with a highly affordable analytics solution that delivers unmatched value and drives informed decision-making.
Trusted by teams across 15+ countries
A Power BI partner who thinks like a finance team
7+ years building Power BI for finance, sales, ops, and executive teams — not a generalist agency adding BI as a side offering.
We ship the automation behind the dashboard, not just the dashboard — data pipelines, validation, refresh orchestration, and alerting.
Fixed-fee MVPs — first production dashboard live in 3–4 weeks for a flat price, no hourly timesheet games.
DAX expertise you can verify — we publish 50+ public DAX tutorials that Google ranks on page one.
Remote-first with time-zone overlap for the US, UK, Canada, and Australia — feedback loops stay same-day.
Operate-and-improve retainers — we run your reports, fix breakages, and ship new measures every month.
How we actually use Power BI to move the business
Finance BI — close the books faster and trust the numbers
Most finance teams we meet have a monthly close that burns 3–5 days moving data between accounting systems, bank portals, POS/billing systems, Excel, and SharePoint. We replace that with Power BI dashboards backed by real data pipelines — P&L, balance sheet, revenue per client, budget vs actual, cash forecast — all refreshing on a schedule with validation checks. Read the Fortivis Power BI finance dashboard case study for a real example.
Sales BI — one pipeline view reps and leadership both believe
Sales leaders want a single dashboard showing pipeline, forecast, rep activity, and win rates — but CRM data is messy and reports always disagree. We model the CRM into a clean star schema, fix the definitions once, and build dashboards on top of them. Reps see their numbers, leadership sees the forecast, and finance sees the same revenue figure everyone else sees.
Operations BI — fix the metric you don't know is broken
Most ops teams measure the things that are easy to measure, not the things that matter. We sit with ops leaders, map the real decisions they make each week, and build dashboards around those decisions. Inventory turns, supplier SLAs, fulfillment times, service-level compliance, quality escapes — whatever actually drives your business, instrumented in Power BI with the right alerts.
Marketing & growth BI — connect spend to revenue, not clicks
Marketing teams have a dozen ad platforms, a CRM, a billing system, and zero end-to-end reporting. We pipe all of it into a Power BI model that shows customer acquisition cost, payback period, LTV, and marginal ROAS by channel — the numbers your CFO asks for when they review the marketing budget. Channel-level clicks are table stakes; blended efficiency is where we start.
Executive BI — one page your CEO actually reads every Monday
Every leadership team asks for the 'one-pager' eventually. We design it with you from first principles — 8–12 numbers that matter, with RAG status, variance vs plan, and one-click drill-downs. Delivered in Power BI with mobile layout, scheduled email push, and a Slack/Teams snippet your CEO actually opens.
Embedded Power BI — reports inside your product, not a separate portal
SaaS companies that ship reporting to their customers keep hitting the same wall: customers want data back, and building a charting stack from scratch is months of engineering for a feature that isn't their core product. We embed Power BI inside your app with row-level security, per-tenant filtering, and white-label branding — your customers get enterprise-grade reporting, you skip building it.
A Gallery Built For Credibility
Explore dashboard examples by department, industry, and tool — then request a similar build.
Our Capabilities
Our Offerings
Data Management in the Enterprise
Streamline your transition from the old tools to the new BI tools with our ultra proven informational structure and implementation methodology. Expert data management services from the enterprise.
The Microsoft data stack, end to end
We work across the full Microsoft data platform — Power BI Desktop, Power BI Service, Fabric, Power Query, DAX, Dataflows, Datamarts, and Power Automate for backend orchestration. We also integrate with Azure SQL, Synapse, Data Lake, and the third-party sources finance and ops teams actually use (Xero, QuickBooks, NetSuite, Zoho Books, Salesforce, HubSpot, Shopify, SharePoint, and plain-old Excel).
Power BI with the discipline of a real engineering team
We've shipped Power BI for 100+ clients across 15+ countries. This isn't a side offering — it's what we've done for 7+ years.
Data pipelines, not just dashboards
We build the ingestion, validation, and refresh logic behind every dashboard. No more 'the report is broken' on Monday morning.
DAX that scales
Optimized measures, proper star schema, no calculated columns that break at year-end. Your model runs fast on day 1 and day 1,000.
Fixed-fee MVPs
First production dashboard in 3–4 weeks for a flat price. You see value before you commit to a long engagement.
Remote-first with same-day feedback
We run overlapping hours with US, UK, Canada, and Australia. Your feedback gets addressed the same day, not next week.
Embedded BI expertise
If you ship reports to your customers inside a SaaS product, we can embed Power BI with row-level security and white-label branding.
Operate-and-improve retainers
Optional monthly plans cover monitoring, DAX optimization, new measures, and new dashboards as your business evolves.
Our 4-step Power BI engagement
From discovery to a live production dashboard in 3–4 weeks. Fixed-fee MVPs, no open-ended timesheets.
1. Discover
60-minute working session with your finance / ops / sales lead. We map the decisions they need to make each week, the data sources that feed those decisions, and the gaps in your current reporting.
2. Model & scope
We design a clean star schema, document the semantic layer, and lock the scope + fixed price for the MVP. No open questions going into build.
3. Build MVP
First production dashboard in 3–4 weeks. Real data, real pipelines, real refresh schedule — not a demo on sample data. Validation checks and alerts built in from day one.
4. Operate & improve
Optional monthly retainer — we monitor refreshes, fix breakages, optimize DAX, and ship new measures or dashboards every month. You only pay for work you approve.
Frequently asked questions
Find answers to common questions about our services and process.
Book a free Power BI strategy call
Prefer a managed retainer over project-based work? See our Managed Power BI page.
60 minutes with a senior Power BI consultant. We'll audit your current reporting, identify the highest-impact dashboard to build first, and quote a fixed-fee MVP. No deck, no pitch — you leave with a plan whether or not we work together.