Power BI Consulting Services
We build Power BI reports on the data your business already produces: P&L and margin from the ledger, inventory and stock health, sales pipeline by stage, and cash. Most of it comes straight from your ERP.
Dashboards refresh on a schedule, so the numbers are current without anyone exporting a spreadsheet first.
What Is Power BI Consulting?
Power BI consulting is hired help to turn business data into reports people actually use. A Microsoft Power BI consultant connects your source systems, models the data so the figures reconcile, builds the reports, and trains your team to run them without calling anyone.
Most Power BI consultancies build dashboards on data they do not control. We build the ERP underneath the report, so when a number disagrees with reality we can fix the source instead of recoloring the chart. That is the difference between a dashboard that looks right and numbers a finance lead will put their name to.
What a Power BI Consultant Builds
Board and P&L reporting
One profit and loss view built from the ledger rather than a spreadsheet rebuilt every month, with margin split by product, channel and customer. Accounting feeds it directly.
Inventory and stock health
Aging stock, slow movers and what is genuinely committed against real orders, so purchasing decisions stop being made on a feel for the warehouse.
Sales pipeline and forecast
Pipeline by stage, owner and expected close, with conversion measured from your own history instead of a number somebody once assumed.
Job and project costing
Materials, labor and outside work carried against each job, so margin is visible while the work is still open and can still be corrected.
Cash and working capital
Receivables aging, payment behavior by customer and a forward cash view a finance lead can defend in a board meeting.
The data layer underneath
Most reporting problems are data problems. We clean, model and connect the source systems first, so the report has something honest to stand on. See data engineering.
How Power BI connects to your ERP
Four steps, and the dashboards read live data instead of last week’s export. The job is the same on Odoo, Sage, NetSuite or Dynamics.
01Expose the data safely
Read-only access to your ERP, limited to the tables reporting actually needs.
- Read-only credentials, scoped to reporting tables only
- Nothing writes back to the system your team types into
- Same approach on Odoo, Sage, NetSuite or Dynamics
- 02
Model it so the figures reconcile
Sales, margin, inventory and cash cleaned in Power Query and shaped into tables Power BI understands.
- One written definition per measure, agreed with your team
- Cleaned in Power Query before it ever reaches a chart
- Figures tie back to the ledger, not to a rebuilt spreadsheet
- 03
Build around real decisions
Self-service dashboards built around your KPIs and the calls your team actually makes.
- KPIs chosen with your team rather than from a template
- Slice and filter without waiting on a developer
- Board, operations and finance views kept apart
- 04
Schedule refreshes and alerts
The numbers stay current on their own, and the Monday-morning export ritual retires.
- Scheduled refresh, so dashboards are current before the first meeting
- Alerts when a threshold trips or a refresh fails
- Ongoing support as source systems change
Messy source data? Data engineering cleans the pipes first.
Power BI, answered.
What is Power BI?
Power BI is Microsoft’s business intelligence tool. It connects to your source systems and turns raw data into interactive dashboards and reports that refresh on a schedule.
Do we need coding skills to use it?
No. Power BI’s point-and-click interfaces, Power Query and visualizations, let non-technical users prepare and explore data without writing code.
Can Power BI connect to Odoo?
Yes. We integrate Power BI with your Odoo ERP and other systems, so your dashboards reflect live, accurate business data.
What do your Power BI services include?
Dashboard development and implementation, design and visualization, data model improvement, industry-specific dashboards, and ongoing analytics consulting.
Do you offer ongoing support?
Yes. We maintain the refresh schedules, fix reports when a source system changes, and build new views as your reporting needs grow.
What is a Power BI consultant?
A Power BI consultant connects your source systems, models the data so the figures reconcile, builds the reports your team needs, and hands the work over with training so it can be run without them. At Index World the people who implement and support your ERP also build the reporting, so the data and the dashboard are never two separate projects with two suppliers blaming each other.
How much does Power BI consulting cost?
We do not bill by the hour, so the price does not move because a report took longer than someone estimated. Reporting runs on a fixed monthly plan or a fixed scope quote. What it comes to depends on how many source systems have to be connected and how clean the data is underneath, which we can tell you after a short review instead of guessing on a first call. Our published plans are on the pricing page.
How do you choose a Power BI consultant?
Ask who fixes the data when a report turns out to be wrong. A consultant who only builds visuals has to hand that problem straight back to you. Ask for the reporting to be handed over with training rather than kept as a dependency, and check the consulting company will still be there when a source system changes or your ERP is upgraded.
How do you hire a Power BI consultant?
Start with a short review of the systems your numbers live in and the decisions the reports have to support. We run that as a free workflow review, then scope the reporting from what it finds, so you are choosing from evidence rather than a proposal written before anyone looked. No obligation and no hourly meter. Book a review.