Power BI dashboard development: from scattered spreadsheets to one live dashboard your CFO trusts in 30 days
We build executive, finance, sales, marketing, and operations dashboards in Power BI that pull from every source you already own. Real measures. Real refresh. One number, one answer, one place.
Submit brief › scoping call within 48 hours › sample dashboard plus scoped proposal in 5 business days › first published Power BI report inside 30 days
Three analysts. Six spreadsheets. Two different answers.
If your leadership team still waits for someone to refresh an Excel file before a decision can be made, the reporting layer is the bottleneck. A Power BI dashboard fixes that. Toggle below to see the shift.
- Monday revenue report is rebuilt by hand from 4 CSV exports.
- Finance, operations, and sales each have their own real number for the same key performance indicator.
- Board pack takes one analyst two full days every month.
- No one drills past the summary. The question dies at the meeting.
- When a number looks wrong, no one can trace the source.
- Revenue, margin, pipeline, and cash refresh automatically every hour.
- Every measure has one definition signed off by finance.
- Board pack is a saved bookmark, not a two-day rebuild.
- Drill from total revenue to the order line in three clicks.
- Source, model, and DAX measure are all documented and lineage-traceable.
A live Power BI dashboard, running on this page
This is not a screenshot. Pills switch the scenario, key performance indicators recalculate, the chart re-shapes, and the refresh clock ticks every second. Click any pill to pause the auto-rotation. This is the level of polish we ship on day 30.
Auto-rotates every 4 seconds. Click any scenario pill to pause.
One semantic model, every report
Every dashboard sits on a certified star-schema model with documented DAX measures. No hidden Excel feeds.
First report inside 30 days
Sprint 1 ships an executive overview. Subsequent sprints add finance, sales, operations, and marketing pages.
Your team owns the PBIX
Documentation, lineage, source control, and a one-day handover. We do not lock you into our agency.
Microsoft Power BI dashboard development: five modules, one certified model.
Pick the dashboard families that fit your operation. Every module connects to the same governed data model, so executive, finance, and operations always read the same number.
Executive dashboards in Power BI
Revenue, margin, pipeline, cash: one page, board-ready
Board-ready summary for the leadership team. One page, four key performance indicators, hourly refresh, drill to source.
- Revenue, gross margin, earnings before interest taxes depreciation and amortisation, cash position cards
- Pipeline coverage and forecast versus plan ribbon
- Bookmarks for monthly board pack export to PDF
- Mobile-friendly layout for phone and tablet review
Financial reporting dashboards in Power BI
Profit and loss, balance sheet, cash flow, accounts
receivable aging, budget versus actual
Replaces month-end Excel binders. Connects to your enterprise resource planning system and gives the Chief Financial Officer the same numbers, every hour.
- Three-statement profit and loss, balance sheet, cash flow with variance
- Accounts receivable aging with collector view and overdue alerts
- Budget versus actual with what-if parameter sliders
- Direct connectors for Dynamics 365, Business Central, SAP, NetSuite
Sales dashboards in Power BI
Pipeline, forecast, win rate, representative leaderboard,
quota attainment
Replaces the Monday customer relationship management export. Sales leadership and representatives look at the same scoreboard, refreshed hourly.
- Pipeline coverage, forecast accuracy, stage velocity
- Quota attainment, representative leaderboard, deal slip alerts
- Account 360 drill from total to the opportunity line
- Salesforce, HubSpot, Dynamics 365 Sales, Pipedrive connectors
Marketing dashboards in Power BI
Channel return on investment, attribution, funnel,
campaign performance
One unified view across paid, organic, email, and lifecycle. Chief Financial Officer sees the real cost per qualified lead, not platform inflation.
- Channel return on investment with cost, conversions, and lifetime value
- Funnel from impression to closed-won with stage drop-off
- Campaign performance with tracking parameters and platform overlays
- Google Analytics 4, Google Ads, Meta, LinkedIn, Klaviyo connectors
Operations dashboards in Power BI
Inventory, fulfillment, service-level agreement, capacity,
on-time performance
For operations directors and supply chain leads. Inventory, fulfillment, service-level agreement, and capacity in one place with proactive alerts.
- Stock-on-hand, days of cover, reorder triggers
- Order fulfillment, on-time-in-full, cycle time
- Service-level agreement compliance with breach alerts piped to Teams
- Connectors for Dynamics 365 Supply Chain, Business Central, SAP, NetSuite
Every module ships with documented DAX measures, source lineage, role-level security, and a 1-hour handover session with your business intelligence lead.
What a power bi dashboard development firm actually pays back
A single dashboard module starts at $8,400 fixed scope. A full 5-module executive suite lands between $32,000 and $58,000 depending on data source count and refresh complexity. Scoped line by line before you sign anything.
Submit brief › scoping call within 48 hours › scoped proposal in 5 days › first published report inside 30 days
$70M scaled on the dashboards we built and still maintain
A large-scale ecommerce retailer of curtains, drapes, and window coverings selling across Shopify and multi-channel.
Inventory, orders, and customer data were trapped across an enterprise resource planning system, a custom .NET commerce platform, Shopify, and Klaviyo. Leadership had no real-time view. Decisions waited days for analyst rebuilds.
Power BI was integrated with Dynamics 365 enterprise resource planning and the custom commerce solution. Inventory, order, and customer data was centralized into real-time dashboards and automated reports.
“Integrated analytics improved operational efficiency and decision-making through real-time insights, across every sales channel.”
More from our power bi dashboard development company, across more sectors
More samples available on request. Request a sample matched to your sector and we will share dashboards built for your industry.
Why teams pick us as their power bi dashboard development partner
The big offshore shops can spin up a pretty visual. What slows you down later is the model behind it, the documentation, and the handover. That is where we are built differently.
Model first, visuals second
Every other partner ships you a pretty PBIX with hidden Excel joins. We build a certified star-schema model, document the DAX, and only then style the report. Six months later, when you add a measure, it takes minutes, not a rebuild.
30-day first ship
Sprint 1 is live in 30 days. Not a wireframe. A working executive report your leadership uses on day 30.
Documented for handover
Every measure, every relationship, every refresh is documented and version-controlled. Your in-house business intelligence lead can extend without us.
Chief Financial Officer-grade numbers
Every measure is reviewed with finance before publication. The dashboard reads the same number your Chief Financial Officer will defend to the board.
Row-level security from day one
Regional managers see their region, the Chief Executive Officer sees everything. Permissions modelled in the workspace, not bolted on later.
- Visuals shipped first, model bolted on
- Hidden Excel joins in the PBIX
- Lock-in handover with no documentation
- Quote added after the project starts
- Certified star-schema model designed before any visual
- DAX measures reviewed line-by-line with finance
- Full documentation, version control, 1-hour handover
- Fixed-scope pricing agreed before sign-off. Never expanded mid-sprint.
Related services, in the order most teams use them
The questions your CFO will ask first
Inside 30 days from signed scope. Sprint 1 always delivers an executive overview connected to live data. Subsequent two-week sprints add the finance, sales, operations, and marketing pages.
A single dashboard module starts at $8,400 fixed scope. A full five-module suite is between $32,000 and $58,000 depending on data source count and refresh complexity. Scoped line-by-line before you sign. No mid-project change orders.
Two to three hours per week. One data validation call, async sign-off on report layouts, and a user acceptance testing session before publish. Redefine handles modelling, DAX, ETL, gateway, and publishing.
Yes. We integrate with Dynamics 365, Business Central, SAP, NetSuite, Salesforce, HubSpot, Shopify, Klaviyo, Google Analytics 4, and most SQL-backed warehouses. If you have a custom source, we build a connector during sprint 1.
You do. All PBIX files, the semantic model, DAX measures, and documentation are checked into your tenant and your source control. We deliver a 1-hour handover so your business intelligence lead can extend without us.
You can take ownership immediately, or move to an optional support retainer for refresh monitoring, change requests, and incremental measures. Most clients run their team in-house and pull us in only for major new modules.
Tick what is true today. We will be straight with you.
If most of these apply, a dashboard build will pay back quickly. If none apply, the honest answer is probably that you do not need us yet.
Not sure? Tell us your situation in the form below and we will be straight with you about whether a build is worth it right now.
Book A 30-Minute Scoping Call
No commitment. No pitch. We will look at your current reporting, identify the highest return-on-investment dashboard to ship first, and send a scoped proposal within 5 business days.
No commitment. No pitch. Scoped proposal within 5 business days.
Submit brief › call within 48 hours › proposal in 5 days › first report live in 30 days
Brief received. We will review your reporting situation and send a scoped proposal within 5 business days. Look for an email from a senior business intelligence architect, not a salesperson.
One trusted number. Every department. Live on day 30.
Our power bi dashboard development gives you a certified semantic model, documented DAX measures, and full handover. No lock-in. No mid-project change orders. Just dashboards your Chief Financial Officer defends to the board.
Submit brief › call within 48 hours › proposal in 5 days › first report live in 30 days