Custom Power BI dashboards that connect directly to your financial and operational data — replacing static monthly spreadsheets with always-current visibility your board can act on the day it is needed, not three weeks after month end.
The difference between a Power BI dashboard built by a data analyst and one built by an accountant: the accountant knows which numbers matter, what the dangerous ratios are, and what a board actually needs to make decisions. That is what you get here.
Revenue, gross profit, EBITDA, and net profit visualised in real time against budget and prior year. Trend lines, variance highlights, and drill-down to transaction level. Connects live to Xero, QuickBooks, or Sage.
Live cash position, rolling 13-week cash flow forecast, debtor and creditor ageing. The dashboard that answers "can we afford to do X?" without a 48-hour turnaround request to your finance team.
Key business metrics specific to your sector and model — gross margin %, debtor days, overhead ratio, revenue per head, job profitability (construction), recurring revenue (service businesses). Defined with you before build.
For construction and project-based businesses — actual cost vs budget per job, margin by project manager, retention tracking, and WIP valuation. The reports that tell you which contracts are making money and which are eroding it.
Power BI reports embedded into your monthly management accounts pack — the same underlying data, presented in two formats: interactive dashboard for live review, static export for board packs and filing.
Full dashboard build, data connection setup, user access configuration, and training for you and your team. Ongoing support for report amendments, new data sources, and dashboard evolution as your business grows.
Most SME finance reporting is still driven by static spreadsheets produced manually, days or weeks after the period ends. Here is what changes when the data is always current.
For dashboards shared within your organisation, Power BI Pro (approximately £8.40 per user per month) is required for each user who needs to view or interact with the reports. Power BI Desktop (free) is used for the build. We confirm the licensing requirement before the build begins and factor it into the total cost comparison against your current reporting setup.
Yes. Power BI has native connectors for Xero and QuickBooks Online. Sage connections are built via API or export depending on the Sage version. We also connect to Excel, SQL databases, SharePoint, and most cloud platforms your business uses — including job management software (Tradify, Simpro, BuildXact) for construction clients.
A standard financial performance dashboard — P&L, cash flow, and KPIs — typically takes 2–3 weeks from kickoff to live delivery. Complex builds with multiple data sources, job costing, or custom data models take 4–6 weeks. We provide a build timeline and milestone plan at the start of the engagement so you know exactly when you will have a live dashboard.
Book a free consultation. We will review your current reporting setup, identify the data sources you have available, and scope a Power BI build that gives you the visibility you actually need.
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