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Dashboards and reports

Power BI solutions built for the questions each team asks

Power BI solutions are ready-shaped dashboards and reports that answer one business question well, such as where sales stand or which invoices are late. Each one joins the right data, defines its measures once and shows the result on a page a manager can read quickly. Our consultants build them inside your own Microsoft tenant, so the files stay yours.

  • One question per dashboard
  • Measures defined once
  • Built in your tenant

Last updated

What are Power BI solutions?

A solution is more than a chart. It starts with a question that someone must answer every week. For example, a sales lead wants to know which deals will close this month. So the dashboard is shaped around that answer, not around the tables in a database.

Behind each page sits a semantic model. It holds the tables, the relationships and the measures. Because every number comes from one place, two people never argue about whose total is right.

The pages listed here each describe one such dashboard or report. They explain what it shows, which data it needs and which mistakes to avoid. Therefore you can judge the fit before you speak to anyone.

Laptops open on a shared meeting table, illustrating Power BI Solutions

Browse every Power BI dashboard solution

Payables dashboards

Accounts Payable Dashboard

Receivables dashboards

Accounts Receivable Dashboard

Asset dashboards

Asset Management Dashboard

Attendance dashboards

Attendance Dashboard

Cloud cost dashboards

Azure Cost Management Dashboard

Balance sheet reports

Balance Sheet Report

Variance reporting

Budget vs Actual

CFO dashboards

CFO Dashboard

Call center dashboards

Call Center Dashboard

Campaign performance

Campaign Performance Dashboard

Cash dashboards

Cash Flow Dashboard

Cohort analysis

Cohort Analysis

Compliance dashboards

Compliance Dashboard

Retention analytics

Customer Churn Analysis

Customer lifetime value

Customer Lifetime Value Analysis

Customer profitability

Customer Profitability Analysis

Customer segmentation

Customer Segmentation

Support dashboards

Customer Service Dashboard

Security dashboards

Cybersecurity Dashboard

Demand forecasting

Demand Forecasting

Diversity reporting

Diversity Dashboard

Email marketing

Email Marketing Dashboard

Employee performance

Employee Performance Dashboard

Turnover analysis

Employee Turnover Analysis

Energy dashboards

Energy Consumption Dashboard

Expense dashboards

Expense Dashboard

Financial forecasting

Financial Forecasting

Fleet dashboards

Fleet Management Dashboard

General ledger reports

General Ledger Report

HR dashboards

HR Dashboard

Headcount reports

Headcount Report

Help desk dashboards

Help Desk Dashboard

Inventory dashboards

Inventory Dashboard

Scorecards and goals

KPI Scorecard

Lead generation

Lead Generation Dashboard

Maintenance dashboards

Maintenance Dashboard

Market basket analysis

Market Basket Analysis

Marketing dashboards

Marketing Dashboard

Net promoter score

Net Promoter Score Dashboard

OEE dashboards

OEE Dashboard

Fulfillment dashboards

Order Fulfillment Dashboard

Payroll dashboards

Payroll Dashboard

Pricing analysis

Pricing Analysis

Procurement dashboards

Procurement Dashboard

Product profitability

Product Profitability Analysis

Production dashboards

Production Dashboard

Financial statements

Profit And Loss Report

Project dashboards

Project Management Dashboard

Portfolio dashboards

Project Portfolio Dashboard

Quality dashboards

Quality Control Dashboard

Recruitment dashboards

Recruitment Dashboard

Utilization reports

Resource Utilization Report

Revenue dashboards

Revenue Dashboard

Risk dashboards

Risk Management Dashboard

SEO dashboards

SEO Dashboard

Safety dashboards

Safety Dashboard

Commission dashboards

Sales Commission Dashboard

Sales dashboards

Sales Dashboard

Forecasting

Sales Forecasting

Sales leaderboards

Sales Leaderboard

Territory analysis

Sales Territory Analysis

Social media dashboards

Social Media Dashboard

Supply chain dashboards

Supply Chain Dashboard

Survey analytics

Survey Analysis

Sustainability reporting

Sustainability Dashboard

Timesheet reports

Timesheet Report

LMS training dashboards

Training Dashboard

Trial balance reports

Trial Balance Report

Variance analysis

Variance Analysis

Vendor scorecards

Vendor Performance Scorecard

Warehouse dashboards

Warehouse Dashboard

Website analytics

Website Analytics Dashboard

Power BI solutions by business area

Reporting needs usually fall into one of six areas, and one area is a sensible place to start.

Sales and pipeline

Pipeline value, win rate and forecast sit on one page, so a sales lead sees what needs attention today.

Finance reporting

Profit and loss, budget against actual and cash flow use shared measures, so month end holds fewer surprises.

People and HR

Headcount, turnover and attendance appear by team, while row-level rules keep private detail private.

Supply and stock

Inventory levels, supplier lead time and open orders show where stock is short before a customer notices.

Customer service

Ticket volume, response time and repeat contacts reveal where the service desk needs more help.

Management scorecards

A small set of KPIs with targets gives leaders one honest view across all departments.

Which dashboard should a company build first?

Start where a decision is slow today. If the finance team spends days in spreadsheets at month end, then a profit and loss report gives the fastest relief. If sales managers guess the forecast, a pipeline dashboard comes first instead.

A good first project is also small. One source system and one team keep the scope clear. As a result, people see a working report early, and trust grows from there.

However, the first build should not be a dead end. We design the model so that later dashboards reuse the same dates, customers and products. That way the second project costs less effort than the first. Building that shared base is part of Power BI data modeling.

What every one of our Power BI solutions includes

The subject changes from page to page, but these six things stay the same.

  • A written list of measures and their definitions
  • Star schema models that other reports can reuse
  • Row-level security where the data is sensitive
  • A scheduled refresh that someone on your team owns
  • Pages tested on a laptop and on a phone
  • Handover notes and a recorded walkthrough

How we deliver Power BI solutions

Each build follows four stages, and you approve one before the next begins.

  1. Agree the question

    First we write down who uses the dashboard and which decision it supports, because that sets every later choice.

  2. Check the data

    Then a consultant profiles the source tables and flags gaps early, so nothing surprises you late in the build.

  3. Build and demo weekly

    We show the work live each week. Since feedback arrives early, changes stay small.

  4. Hand over

    Finally your team receives the files, the notes and a walkthrough, and decides whether to keep us on.

Questions about Power BI solutions

Are these Power BI solutions templates or custom builds?

They are custom builds that follow a proven shape. Every company names its stages, accounts and products differently, so a fixed template rarely fits. Instead we start from a layout that has worked before and then model your own data behind it. As a result, you get a familiar design with numbers that match your books.

Which data sources can Power BI solutions use?

Power BI connects to a wide range of sources, including SQL databases, Excel files, SharePoint lists and many cloud applications. Microsoft publishes the full connector list. Where no connector exists, we usually stage the data in a database first. Our integration pages describe the honest route for each common system.

Can one Power BI solution serve several departments?

Yes, when the model is shared. Sales and finance often need the same customers, products and dates. So we build those tables once and let each department have its own report pages on top. Row-level security then limits what each person sees, while the numbers still agree across teams.

Do you resell licenses with a dashboard project?

No. We do not resell licenses, so our advice on license types does not depend on a sale. You buy directly from Microsoft or through a partner you already use. However, we do explain which option suits the way you plan to share reports, and we point to the Microsoft documentation.

How do we start a dashboard project?

Begin with the free thirty minute assessment. You describe the question the dashboard must answer and show a sample of the data if you can. Afterwards we send a written scope that lists the pages, the measures and the sources. Nothing starts until you approve it, so the first call carries no obligation.

Further reading from Microsoft Learn

Let's build your first dashboard together.

Tell us what you report on today. A consultant replies within 2 hours with next steps.

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