Power BI Dashboards & Reporting
Replace manual reporting with dashboards people trust.
We design Power BI dashboards around the decisions your teams make, built on a semantic model with agreed definitions so everyone works from the same numbers.
Business performance
Sales and finance model, fiscal year, revenue in US dollars
Revenue and target by month
Revenue by region
Product lines
| Product line | Revenue | vs. target | Gross margin |
|---|---|---|---|
| Subscriptions | $3.37M | +4.7% | 51.6% |
| Professional services | $2.41M | −2.5% | 33.8% |
| Hardware | $1.87M | +1.7% | 22.1% |
| Support plans | $1.26M | +7.9% | 57.6% |
| Total | $8.91M | +2.4% | 41.5% |
Days sales outstanding
| Month | Revenue | Target |
|---|---|---|
| Jan | $615K | $600K |
| Feb | $584K | $620K |
| Mar | $649K | $640K |
| Apr | $716K | $660K |
| May | $696K | $680K |
| Jun | $734K | $700K |
| Jul | $785K | $720K |
| Aug | $748K | $740K |
| Sep | $817K | $760K |
| Oct | $858K | $780K |
| Nov | $823K | $800K |
| Dec | $886K | $820K |
Problems this solves
- Month-end reporting takes days of manual work
- Executives get numbers too late to act on
- Nobody agrees on how key metrics are calculated
- Existing Power BI reports are slow, cluttered or unused
- Sensitive figures are shared too widely
What you receive
- Semantic modelMeasures and definitions agreed with the business and documented.
- Dashboards and reportsDesigned for the decisions each audience makes, on desktop and mobile.
- SecurityRow-level security and workspace permissions so people see only what they should.
- Training and guideShort sessions and a written guide for report users and owners.
Typical use cases
Each project starts with an agreed way to measure success.
Executive performance pack
Revenue, margin, cash and pipeline in one place, refreshed automatically.
Measured by: time to produce the monthly pack and how often it’s used.
Sales and pipeline reporting
Pipeline, conversion and forecast by region, team and product.
Measured by: forecast accuracy and adoption by the sales team.
Operations dashboard
Daily orders, fulfilment and service levels with exceptions highlighted.
Measured by: issues spotted earlier and manual exports removed.
How we deliver it
Understand decisions
Interview the people who use the reports and list the decisions they make.
Model
Build the semantic model and agree the definitions of each measure.
Design and build
Prototype, review with users, then build the final reports.
Roll out
Security, training, and a feedback loop for improvements.
Technologies We Work With
We work in Power BI and the Microsoft data stack you already have, connected to your existing sources.
- Power BI Desktop and Power BI service
- Semantic models, DAX and Power Query
- Microsoft Fabric and Azure data sources
- Row-level security, deployment pipelines and workspace governance
Product names are trademarks of their owners. TriAxiom Tech is independent and does not hold partner status with these vendors.
Marketing performance
Website, advertising and CRM data joined by campaign
Inquiries by week
Lead funnel
Channel detail
| Channel | Spend | Inquiries | Qualified | Cost per qualified |
|---|---|---|---|---|
| Organic search | — | 142 | 61 | — |
| Paid search | $18,400 | 96 | 38 | $484 |
| LinkedIn ads | $12,900 | 41 | 22 | $586 |
| Email nurture | — | 37 | 19 | — |
| Referral | — | 24 | 15 | — |
| Total | $31,300 | 340 | 155 |
Marketing Performance Dashboard
Spend, inquiries and qualified leads by channel in Power BI, joining advertising, website and CRM data so budget decisions follow pipeline.
This is a demonstration built with synthetic data. It shows the kind of work we deliver; it is not a client project or a client result.
See all demonstrationsSupport and handover
How we work with you during and after the project.
- Project communicationA named contact, a shared plan, and milestone reviews at times that suit your time zone.
- Access and data handlingWe use accounts you create and control, least-privilege access, and remove it at the end of the work. Data stays in your environment wherever possible.
- Code and account ownershipCode, reports, models and cloud resources are created in your tenant or repositories and belong to you.
- Documentation and trainingWritten documentation and training sessions so your team can run and change what we build.
- Post-launch supportA support period after go-live, with optional ongoing support and optimization.
- Clear, separate costsOur fees are separate from software licenses, cloud consumption and advertising spend, which you pay directly to the provider.
Related services
Frequently asked questions
We already have Power BI. Can you improve our existing reports?
Yes. We often start by reviewing current reports, fixing the model and definitions, and redesigning the reports people actually use.
Do we need a data warehouse first?
Not always. Smaller projects can connect directly to source systems. If reporting needs data from several systems, we may recommend a data engineering step first.
What Power BI licenses do we need?
It depends on how many people view reports and your Microsoft licensing. We explain the options; licenses are purchased from Microsoft or your reseller, separately from our fees.
Can people ask questions of the dashboards in plain English?
Yes — that’s what a data agent does. See Data Agents & Conversational Analytics.