Dashboards that are right every day. No chasing numbers at month-end.
Figures from ERP, CRM and Excel come together in one Power BI report. Up to date and with a shared definition, instead of being pieced together again every month.
Starting point
Today, someone pieces the numbers together.
Revenue sits in the ERP, opportunities in the CRM, the plan in Excel. Before every meeting someone exports everything and builds a slide. In the end, everyone has a number, but not the same one.
01
Export marathon
Every month the same extracts, the same steps.
02
Two versions of the truth
Sales and accounting report different revenue figures.
03
Outdated figures
Decisions are based on numbers from three weeks ago.
04
Excel sprawl
Reports with hidden formulas that only one person understands.
05
No depth
The total is followed by the question of where it comes from, with no answer.
06
Reports by email
Everyone has a different version in their inbox.
Reports
The reports you get from us.
We build reports for the questions you actually ask. Not for everything that is technically possible.
01
Revenue and margin
Business Central Customers Items
Revenue by customer, item and period. With margin, prior year and variance at a glance.
02
Order backlog
Orders Deliveries Dates
Open orders, on-time delivery and backlogs. So you see early where things are stuck.
03
Liquidity and open items
Receivables Payables Bank
Due receivables and payables, sorted by age and customer.
04
Purchasing and inventory
Stock Coverage Suppliers
Stock levels, coverage and supplier performance. The basis for ordering decisions.
05
Sales and pipeline
CRM Quotes Win rate
Opportunities, quotes and deals from the CRM, linked to revenue from the ERP.
06
Staff and capacity
Hours Utilisation Projects
Utilisation and project hours per team. Data protection and roles are planned in from the start.
07
Excel and planning
Excel SharePoint Plan figures
Plan figures from Excel are connected and compared with actuals. Without copying.
08
Data model
Dataverse Fabric Dataflows
One shared model for all reports. Definitions such as revenue are fixed once.
How we work
Six rules for every report.
A report is only good if you trust it. That is what our way of working is designed for.
Rule 01
Question first, then chart
We clarify which decision a report should support. Anything that does not contribute to it stays out.
Rule 02
One definition per metric
Revenue, margin, coverage: every metric has a written definition. It applies in all reports.
Rule 03
Get data at the source
We read directly from Business Central and CRM, not from exports. That saves maintenance and errors.
Rule 04
Reconciled with accounting
Before release, we check the figures against known reports. We clarify any discrepancies with you.
Rule 05
Permissions by role
Who sees what is governed by roles and row-level filters in Power BI. Not everyone sees salaries.
Rule 06
Keep working yourself
Your people learn to set filters and save views. We build new reports together.
Process
Four steps to a report you trust.
System Audit
½-day workshop
We clarify questions, data sources and metrics. You receive a report plan with an effort estimate.
Data model
Duration: 1 to 3 weeks
We connect the sources and build the model. We reconcile the figures with your accounting team.
Reports
Duration: depends on scope
We design the reports with your users. After each round, you get a version to try out.
Operations
Duration: ongoing
Refreshes, permissions and adjustments. We add new questions step by step.
Results
We measure before. And after.
We record how long your team needs for reports today and how current the figures are. After the start, we compare both.
Effort per report
Metric 01
Hours your team invests per month.
Timeliness
Metric 02
Age of the figures at the time of the meeting.
Discrepancies
Metric 03
How often figures from different sources don’t match.
For IT managers
Technology that doesn’t add to your IT team’s workload.
- Platform
- Power BI Service in your Microsoft 365 tenant, workspaces per team.
- Development
- Semantic model with DAX measures, versioned and documented.
- Connectivity
- Business Central via API and OData, CRM and Excel via connector.
- Integration
- Dataflows or Microsoft Fabric for large data volumes or history.
- Operations
- Scheduled refresh with error notifications to the person responsible.
- Security
- Entra ID, roles and row-level security. EU data centers only on request.
- Quality
- Reconciliation against accounting reports, testing before every release.
- Handover
- Metric catalogue, documentation, key-user training.
Getting started
Start with the System Audit.
½-day workshop. Fixed price. A clear result. If you then commission the implementation, we credit the full price.
€2,999net
Audit deliverables
The metrics that really help you- Overview of your data sources and their quality
- Report plan with sequence and effort
- Power BI licence requirements clarified
We decide that together. A daily refresh is common, more often if needed. The report shows how current it is.
Yes. We connect plan figures and lists from Excel. You maintain them as usual, the report reads them automatically.
Usually not. For many mid-sized companies, Power BI and a good model are enough. If the data volume grows, we look at Microsoft Fabric.
Roles and row-level filters handle that. Management sees everything, sales only their region, if you want it that way.
Before release, we reconcile them with the reports you already know. Every metric has a written definition.
That depends on users and the licensing model. In the System Audit we calculate your requirements and present the options.
Yes, within limits. Your people adjust filters and views themselves. We build new metrics together, and after training you can too.
In your Microsoft 365 tenant. On request, we use data centers in the EU exclusively.