Power BI Dashboards.
We build Power BI dashboards on your business data, from a single source such as TallyPrime or Zoho Books to a multi-source model combining ERP, CRM, payroll and spreadsheets. Every dashboard is reconciled to your books, refreshed on a schedule and shared with access controls, so management works from one consistent set of numbers.
Typically 2–3 weeks for a single-source dashboard and 4–8 weeks for a multi-source model. The number and condition of sources, the KPIs required and access to data drive the time.
A partner — a chartered accountant or company secretary — from the first call to sign-off.
Based on your situation, and fixed in writing before any work starts.
Is this for you?
- Businesses already on Microsoft 365 that want interactive reporting
- Finance teams preparing MIS by hand from accounting exports
- Groups combining several entities, branches or systems into one view
What you receive at the end.
- 01Power BI semantic model and report published to your workspace
- 02Scheduled refresh and gateway configuration
- 03Row-level security roles mapped to users
- 04Reconciliation of key figures to source
- 05KPI definition sheet and model documentation
Power BI Dashboards, step by step.
Typically 2–3 weeks for a single-source dashboard and 4–8 weeks for a multi-source model. The number and condition of sources, the KPIs required and access to data drive the time.
- 1
Requirements and KPIs
We agree the audiences, KPIs, definitions and the source of each metric.
- 2
Data connection
We connect your sources and install an on-premises data gateway where data sits on a local server, such as TallyPrime on an office machine.
- 3
Data modelling
We clean and shape the data in Power Query and build a semantic model, tested against your trial balance and source reports.
- 4
Report design
We build summary and drill-down pages for each audience in Power BI Desktop.
- 5
Publish and secure
Reports are published to a workspace, refresh is scheduled, and row-level security restricts data by entity, branch or role.
- 6
Training and handover
Users learn to filter, drill and export, and owners receive documentation of the model and refresh setup.
What we need from you.
Don't have everything yet? We send a short checklist after the first call and work with what you have.
- Access to source systems, or regular exports from them
- Power BI licences for publishers and viewers, or a decision on which to buy
- A machine that can host the data gateway, if data is on-premises
- List of KPIs and current MIS formats
- Names of users and what each should see
The fee depends on your situation. After a short call, the partner who will do the work tells you what's involved and gives you a fixed fee in writing — before any work begins.
- Government fees and statutory charges are billed at actuals.
- When you pay — upfront, in stages or on completion — is agreed in writing with the fee.
Questions about Power BI Dashboards.
Ready to discuss Power BI Dashboards?
30-minute confidential call — no proposal, no commitment. A partner will write back within one business day.