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Month-end reporting without handwork
Figures from Business Central, CRM and Excel come together automatically instead of being copied together at the start of the month.
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Business Intelligence & Reporting
You have plenty of data. What's missing are insights. We build Power BI dashboards and reports that management actually uses — because they answer the right questions and not just display numbers.
BI & reporting at a glance
Most reporting fails not from missing data but from the wrong question. A dashboard full of metrics that nobody opens is not reporting but decoration. We therefore start with the decisions your management has to make, and derive from them which metrics are really needed.
Technically we provide a solid foundation: clean data modelling, automated ETL pipelines and the connection of your sources — Business Central, CRM, databases, Excel. This creates reports that are consistent, current and trustworthy, instead of contradicting each other depending on the source.
On request we enable your business units for self-service BI so they can create their own analyses without needing IT for every question. The result: faster, better-founded decisions on a data basis everyone trusts.
BI & reporting: what we deliver
Power BI dashboards and reports
Data modelling and ETL
Self-service BI for business units
Connection to Business Central, CRM and databases
Consistent, trustworthy data basis
Use cases
BI & reporting in practice
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Contribution margin per customer
Revenue, discounts and cost per customer or item in one view, as a basis for pricing conversations.
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Self-service for departments
Sales and purchasing build their own analyses on a vetted data model without tying up IT every time.
How we proceed
BI & reporting: step by step
Clarify which decisions the report is meant to support
Connect the sources and build a data model that holds up
Draft the report and verify it against real figures
Automate the refresh and brief the users
FAQ
BI & reporting: frequently asked questions
Still have open questions? We're happy to clarify them in an initial call.
- The focus is Microsoft Power BI, as it connects seamlessly with Business Central and Microsoft 365. Where it makes sense, we also work with other tools — what matters is your use case.
- From your systems, usually Business Central, CRM, databases and Excel files. How current a report is we decide together: a nightly refresh is enough for most analyses, while order intake or stock levels can run hourly.
- That is nearly always a sign that two analyses define the same metric differently. We fix the definitions centrally once and build the reports on top of them instead of reinventing them in every report.
Do you use Power BI or other tools?
Where does the data come from and how current is it?
What if two reports show different numbers?
Related
More services we offer
IT & Process Consulting
Clear recommendations where it really hurts: process breaks, duplicate work, workarounds.
Project Management
Experienced project managers who don't need to learn what a requirements spec is.
IT Service & Support
Microsoft 365, Azure, endpoint management, without waiting two days for a callback.
Related glossary terms
Let's talk about your project.
Free initial consultation, 30–45 minutes, remote. An honest assessment — even if the answer is that you don't actually need it.