Our Services

From building your first dashboard to embedding insights into complex systems — and supporting your team long after setup — we offer end-to-end Power BI services tailored to your unique needs.

Whether you're starting from scratch, improving existing reports, or empowering internal teams through training and ongoing support, we’re here to make your reporting journey seamless, sustainable, and scalable.

Browse the packages below to find the one that fits your needs.

All Services

  • This package is perfect for individuals or businesses starting from zero with reporting automation. Whether you're working in Excel, Google Sheets, CSVs, or QuickBooks, we’ll help you transition into clean, professional Power BI dashboards that update automatically and save you hours of manual work.

    You’ll walk away with a fully functioning, tailored dashboard system built to your real business needs.

    What’s Included:

    • Power BI Desktop setup and configuration

    • Clean semantic data model (star schema approach)

    • Creation of up to 3 core dashboards (e.g. Finance, Sales, Operations, or a custom request)

    • Connection to common data sources like:
      ▫ Excel / Google Sheets
      ▫ QuickBooks
      ▫ CSV exports

    • Filters, slicers, and interactivity built in

    • 1-on-1 onboarding session to walk you through how to use and refresh your dashboards

    Timeline: 1 – 6 months

    Support: Email or WhatsApp support during setup

    Ideal For: Entrepreneurs, finance officers, or small teams tired of manual reporting

  • This service is designed for individuals or teams who are already using Power BI, but feel like their dashboards are cluttered, slow, or unclear.

    Whether you're struggling with complex filters, slow performance, or unclear visuals, we'll help you bring clarity and efficiency back to your reports.

    What’s Included:

    • Full visual redesign of key reports (charts, slicers, layout)

    • Data model review (optimize DAX measures, relationships, and calculations)

    • Clean-up of unused fields, duplicated measures, and excess visuals

    • Performance tuning for faster refresh and responsiveness

    • Mobile-friendly views with better UX for tablets and phones

    • Optional UX improvements: dynamic labels, icons, and tooltips

    Ideal for:

    • Teams with existing Power BI dashboards

    • Users frustrated with slow or hard-to-read reports

    • Businesses who want to impress stakeholders with cleaner visuals

    Timeline: 2 – 4 weeks (depending on number of reports)

    Support: 1-hour walkthrough + follow-up via email or WhatsApp

  • Already using Power BI and ready to embed it directly into your day-to-day tools?
    This package is perfect for teams who want one seamless workflow — with dashboards showing up inside your ERP, intranet, website, or Microsoft ecosystem.

    We help you go beyond reports — embedding your visuals where your decisions are actually made.

    What’s Included:

    • Power BI embedding into:
      ▫ Odoo
      ▫ SharePoint
      ▫ Internal web portals
      ▫ Microsoft Teams
      ▫ Other iframe-compatible systems

    • Row-Level Security (RLS) and access permissions

    • Optional SSO setup and user-level restrictions

    • Custom navigation menus linking to Power BI reports

    • Automated refresh scheduling and delivery to users

    • Optional Power BI App Workspace setup for your org

    Ideal for:

    • Organizations using tools like Odoo, ERPs, or CRMs

    • Teams that want seamless insight delivery within their existing systems

    • Users who want to share dashboards with non-Power BI users

    Timeline: 3 – 12 weeks (depending on integration scope)

    Support: Technical consultation + configuration sessions

  • A premium add-on for clients who want long-term partnership and peace of mind. We stay on-call to ensure your dashboards run smoothly and evolve as your business grows.

    What’s Included:

    • Monthly dashboard review & performance tuning

    • Fixing errors, updating calculations, cleaning visuals

    • Refresh troubleshooting + automated alert setup

    • Updating user roles, filters, or RLS logic

    • Adding new KPIs or visuals as needs change

    Timeline: Monthly or by request

    Support: WhatsApp, email, and quarterly call option

    Ideal for: Teams who want long-term dashboard stability & responsiveness

  • Designed for organizations that already have Power BI in place and need to keep teams upskilled, onboard new staff, or build internal training capacity.

    What’s Included:

    • Department-focused workshops (e.g. Finance, HR, Programs)

    • Admin training: workspace setup, permissions, sharing

    • Trainer of Trainers (ToT) — empower internal leads to train others

    • Refresher sessions on latest updates or new visuals

    • Interactive or recorded formats based on team needs

    Timeline: 1 – 3 sessions or ongoing

    Certification: Available upon request for ToT

    Ideal for: Growing orgs, new staff, or teams scaling up Power BI use

  • Built for individuals who lead reporting in their roles but want expert support to work smarter, not harder.

    What’s Included:

    • 1-on-1 coaching using their own dashboards

    • Navigating filters, adjusting visuals, explaining KPIs

    • Practice with common tasks: exporting, printing, slicing

    • Gentle support for self-paced learning (especially for non-tech execs)

    • Optional support follow-up or recording of sessions

    Timeline: Per session, weekly block, or custom program

    Ideal for: Finance Leads, Program Managers, M&E Officers, Admin Leads

    Support: Coaching notes + light follow-up via email or WhatsApp

Let’s Connect

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