Business intelligence · Power BI · Fabric

Trust the story your data tells.

Trace measures to source data, resolve conflicting definitions and plan Power BI or Fabric reports that teams can verify.

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Finance overviewPeriod: FY2026Entity: AllCurrency: USD

Revenue$1.2BFY2026

Gross margin %38%FY2026

Days to close3Latest month

Open AP$1.2M120 invoices

Revenue by month, actual vs budget ($M)

Actual
Budget

Revenue by category

Services 40%
Licenses 25%
Support 20%
Other 15%

Days to close

Summary by region

Region	Revenue	Margin
North	$450M	40%
Central	$400M	37%
West	$350M	36%
Total	$1.2B	38%

Example dashboard. Illustrative data.

Start with a decision, then follow the data

We examine Business Central or Dynamics 365, CRM, spreadsheets, and operational sources; where definitions differ; and how data reaches the reports people rely on. The goal is a clear route from source to metric to dashboard, with ownership and quality checks along the way.

Find the cause of unreliable ERP reporting.

Trace conflicting reports to source data, definitions and ownership before building another dashboard.

Typical need

Reports that disagree, manual monthly packs, disconnected data, close delays or weak visibility across entities.

What we clarify

Data sources, definitions, ownership, reporting cadence, close support and the questions each report must answer.

Useful outcome

Proposed report definitions with source-data references and owners for team review.

How we help

Power BI reporting

Design decision-oriented dashboards, shared measures, semantic models, and reporting views that teams can validate against their own source data.

Fabric integration

Assess data pipelines, lakehouse or OneLake patterns, governance, and capacity needs where Microsoft Fabric is a good fit for the business.

Migration and adoption

Plan transitions from manual reports, Excel or legacy reporting tools; validate migrated measures; document the new process; and support users after rollout.

What a first engagement produces

A source and reporting inventory, the business questions and KPIs to prioritize, a target approach for Power BI or Fabric, migration considerations, and a practical pilot scope. Tooling and licensing choices follow the assessment.

Reporting is part of the operating system

Useful BI depends on the underlying process and system design. We connect reporting work to ERP, CRM, and operations so dashboards do more than reproduce disconnected spreadsheets.

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