Power BI reports for US finance, operations and leadership teams.
We build and fix Power BI for mid-size and enterprise teams: one governed data model, row-level security that holds up under review, and reports that load fast. We work remotely and agree a fixed daily call window with your team.
Tell us about your project
Pick the engagement that matches where you are.
Most US teams come to us with Power BI already in use. The first conversation is about which of these fits.
| Option | What you get | Best when |
|---|---|---|
| Report and model review | A written review of your current Power BI estate: data model, DAX performance, refresh failures, security, licensing fit, and a ranked list of fixes. | Reports are slow, numbers disagree between teams, or you inherited work from a previous developer. |
| Fixed-scope build | A defined set of reports on one governed data model, with row-level security, documentation and handover training. | You know the questions leaders ask but have no clean model behind them. |
| Managed service | A monthly allocation of developer time for new reports, refresh monitoring and user support. | You have live reports and need a steady team without hiring one. |
Four problems we see again and again.
Five versions of the same number
Revenue means something slightly different in finance, sales and operations. We settle the definition once in a shared semantic model, so every report uses the same measure.
Slow reports
Most slowness traces back to the model: wide tables, bidirectional relationships, heavy calculated columns. We move to a star schema and rewrite expensive DAX.
Security added at the end
Row-level security and workspace roles are cheaper to design in than to retrofit. We set them up with your team before the first report is shared.
Licensing surprises
Pro, Premium Per User and capacity licences suit different cases, and Microsoft Fabric adds options. We map your users and refresh needs to the licence that fits.
Five parts, each documented.
You should be able to take the result and run it without us. That is the test we build to.
Source and refresh design
Connections to ERP, CRM, SQL and Excel sources, gateway set-up, and incremental refresh where data volumes need it.
A governed data model
A star schema, documented measures and a naming standard your team can maintain.
Security and sharing
Row-level security, workspace and app structure, sensitivity labels, and a deployment pipeline from development to production.
Reports people use
Layouts built around the decisions each team makes, tested with real users, and checked on desktop and mobile.
Handover
Documentation, recorded walkthroughs and training so your analysts can extend the model themselves.
Industries
Power BI for industries in the USA.
Typical projects for organisations in these sectors.
Logistics
Delivery, fleet and warehouse dashboards that track performance against target.
Healthcare and life sciences
Operational dashboards for staffing, equipment and service levels, with role-based access.
Financial services
Management reporting, risk dashboards and monthly packs refreshed from your finance data.
Manufacturing
Production, quality and downtime dashboards that show the numbers on the shop floor.
Microsoft 365 and Power Platform
Connect Power BI to the data you already keep.
We pick the sources and refresh routes your reports need, and leave out the rest.
Services
Choose how you want to work with us.
Most clients start with one dashboard set and grow from there.
Dashboard templates
Dashboards by role in the USA, ready to adapt.
Start from a template built for your role, then adapt it to your data.
Finance dashboards
Dashboards for CFO and FP&A teams, from the ledger to the management pack.
Sales and marketing dashboards
Pipeline, campaign and channel performance against target.
Supply chain and inventory dashboards
Stock levels, supplier performance and order flow in one view.
Customer experience dashboards
Satisfaction, service levels and customer issues tracked over time.
All dashboard templates
Every template, by function and industry.
Questions US teams ask us
Can you work in our Microsoft tenant?
Yes. We build inside your Microsoft tenant using named accounts and follow your access rules. Data is not copied out of your environment.
How do we handle the time difference?
We agree a daily overlap window, usually an evening call for our team and a morning call for yours, and send a written update each day. Urgent issues follow the response times in your support agreement.
Do you work with Microsoft Fabric?
Yes, for Power BI semantic models and Fabric-based reporting where it fits. We recommend Fabric only when your data volumes or workloads need it.
Can you take over reports built by someone else?
Yes, and that is what the review is for. We document what exists, find the faults, and agree with you what to keep, fix or rebuild.
Do you have ready-made templates?
We publish free Power BI dashboard templates for several industries. They are good starting points. Connecting them to your real data and security is where the work is.
Quick enquiry