Power BI reports and dashboards
Power BI dashboards that show sales, cash and stock today.
We build Power BI dashboards on Business Central and your other systems, so you see sales, cash, stock and margins without waiting for month-end.
- Refreshed every day
- Built on your own data
- On your phone too
Today
- Business Central
- Spreadsheets
- Other systems
You get
- Sales against target
- Cash and receivables
- Slow stock flagged
Four signs your reports are costing you time.
Figures arrive late
You see last month's numbers weeks after it closes.
Spreadsheets that disagree
Sales and finance each have their own number.
Cash surprises
No clear view of who owes you and what is due out.
Stock you cannot see
Fast and slow sellers only show up at stock-take.
The numbers you check every week, on one screen.
Built around the questions you ask, then kept up to date as the business changes.
Ask for a sample dashboardSales and margin
By customer, product, salesperson and month, against target.
Cash and receivables
Who owes what, what is overdue, and cash in the bank.
Stock and purchasing
Stock value, slow movers and what to reorder.
Profit and loss
Monthly P&L by department or branch, straight from the ledger.
Daily refresh
Data refreshed every morning from Business Central and other systems.
Access by role
Each person sees only the figures they should, in Teams or on their phone.
Popular dashboards
Dashboards Singapore SMEs ask for most.
We start with one dashboard you use every week, then add more once it earns its place.
| Dashboard | Answers | Who uses it | |
|---|---|---|---|
| Sales | Are we on target, and which customers are growing? | Owner, sales team | |
| Cash flow | Who owes us, and what is due out this month? | Owner, finance | |
| Stock | What is slow, what to reorder, and what it is worth | Operations, purchasing | |
| Profit by branch | Which outlet or department earns the most? | Owner, managers | |
| GST and payables | What is due to IRAS and to suppliers? | Finance |
Built in Microsoft Power BI. We confirm which Power BI licences your team needs.
Plan my first dashboardHow we build it
Five steps from question to dashboard.
Ask
Questions first
The decisions you make each week, and the numbers behind them.
You keep: a dashboard brief
Connect
Data sources
Business Central and other systems connected and checked.
You keep: a data source list
Build
First dashboard
Built, then reviewed with you on real data.
You keep: the first dashboard
Share
Share and train
Access set by role, and a short training session.
You keep: an access list
Improve
Monthly review
Refresh and accuracy checked, new pages when needed.
You keep: a monthly change log
On your phone
Check the business from anywhere, without asking for a report.
Dashboards open in the Power BI app and in Teams. Numbers refresh each morning, so the figures in a meeting match the system.
- Power BI app on iPhone and Android
- Pinned in Teams for the management team
- An email snapshot every Monday morning
Rebuilding the same Excel report every month?
Send us one report you rebuild every month. We show you how it looks as a live dashboard.
Power BI questions SMEs ask first.
Something else? Chat with us or call +65 6031 0102.
Do we need Business Central?
No. Business Central works best, but we also connect Xero, QuickBooks, spreadsheets and other systems.
Which licences do we need?
People who build or share reports usually need Power BI Pro. We check what your Microsoft 365 plan already includes.
How fresh is the data?
Usually refreshed every morning. Some reports can refresh several times a day.
Can staff see only their own figures?
Yes. Row-level security limits each person to their branch, region or customers.
Can we change the dashboards later?
Yes. Changes are part of the monthly plan, so dashboards keep up with the business.
See your numbers in a dashboard.
Tell us the report you rebuild most often. We reply within one business day with a sample and a plan.
What happens next
- A reply within one business day from a senior consultant, not a call centre.
- A 30-minute review of the reports you use today.
- A dashboard plan you keep, starting with the one you check most.
