2 spots available
Logo ipsum Power BI Reporting Engagement
Next onboarding window: [Date]
Goal
Move all reporting into Power BI, eliminating manual spreadsheet exports and enabling real-time visibility into project performance, team utilization, and KPI tracking.
Current Pain Points
Manual Excel reporting across departments
Inconsistent KPI definitions
Delayed month-end reporting
Limited visibility across Odoo modules
Teams Impacted
Finance
Operations
Sales
Key Challenges We're Solving
KPI improvement: Reduce contra detail survey time from 4.5–5 hours to 2–2.5 hours through better visibility and process optimization.
Data management: Eliminate daily manual spreadsheet exports from Odoo by creating automated Power BI dashboards with real-time data.
Workflow tracking: Visualize the two-phase workflow to identify bottlenecks and ensure 10 business day delivery targets:
Days 1–5: pre-calculations + fieldwork
Days .6–10: backend processing
Portfolio
Our Clients
We design reporting systems that serve leadership first — clean, structured dashboards that simplify decision-making rather than complicate it.
How we work
Treat us like your in-house data analyst.
This means we can engage as soon as you need any of the following:
A new report/dashboard developed
A change made to an existing report/dashboard
Someone to be given access to a specific report/dashboard
Report/dashboard development
Sharing to relevant departments
Odoo automations
Ongoing maintenance and iteration
Power BI training support
Weekly review and ongoing support
Onboarding
Here’s what we need from you to get started:
01
Access to Odoo data via connector or Postgres database
Purchase the connector we recommend, here:
02
Odoo login details
You provide us with an Odoo account to validate the data in our reports
03
M365 account for communication and sharing reports
You provide us with a M365 account to share reports with your team
04
Meeting to discuss the first dashboard
We lock in a time to dicsuss what you want in the first dashboard
05
Lock in a weekly meeting time
We lock in a meeting every week to discuss progress. However, we can jump on Teams whenever you need us
Ready to Move Forward
If everything aligns, you can proceed directly using the form below.
Monthly retainer fee
$4,400
Billing:
Monthly
Minimum term
No Min Term
Proposal Valid Until:
10/3/2026
Included Hours
40
Start date
TBA
Notice Period:
1 month
2 slots remaining
This doesn’t sign any contract, it just confirms you’d like to move ahead so we can progress to the next step.
