Who it is for
- Managers whose monthly reporting takes days
- Finance and operations teams working from Sage, Xero, ERP or spreadsheet exports
Power BI Dashboard & Reporting
Why does reporting take so long?
Reports that refresh themselves, built on numbers your team can trust.
- Fixed price, agreed in writing
- Every step visible in your Client Workspace
- Your data kept private
- Initiation - Customers Goals (your step)
- Data Upload (your step)
- Validation
- Customization Preferences & Visual Direction (your step)
- Our team's work
- Milestone & Feedback Framework
- Final Output & Delivery Format (delivery)
- Your Client WorkspaceYour brief, data, every step and the deliverables in one secure place.
- A project office on every stepEach step has an owner and a date; late steps are flagged and followed up.
- Fixed scope, fixed priceAgreed in writing before work starts; shown excluding and including VAT.
- Nothing closes without youYou review the delivery and accept it, or tell us what should change.
Options and prices
Starter
£1,950 ex VAT£2,340 inc VAT
- One data source
- One report of up to 5 pages
- Scheduled refresh
- 1-hour handover
About 4 weeks from receiving your brief and data
You are viewing this option
Standard
£3,950 ex VAT£4,740 inc VAT
- Up to 3 data sources
- Data model and up to 10 report pages
- Security roles if needed
- Documentation and a training session
About 5 weeks from receiving your brief and data
Extended
from £6,950 ex VAT£8,340 inc VAT
- Several sources, including ERP or accounting systems
- Semantic model for self-service reporting
- Performance tuning
- Scope confirmed after a short discovery
About 7 weeks from receiving your brief and data
Prices are fixed and shown excluding and including VAT at 20%.
The engagement
What this engagement covers
What you get
Outcomes
- Power BI reports that refresh on a schedule
- A data model your team can trust and extend
- Documentation and a handover or training session
What we need from you
Your part
- Access to the data sources (or sample exports to start)
- Your goals and the people who will use the reports
- One review round on the draft report
Not included
- Power BI licences (we advise on what you need)
- Rebuilding your source systems
How your project runs
Each step has an owner and a date. You see it all in your Client Workspace, and nothing closes without your acceptance.
How it runs
- Initiation - Customers Goals You 2 days Brief (Client Perspective): Define the purpose—why the project matters (problem solved, goal achieved). Outline expectations—what’s delivered, in what format, and by when. Share constraints—budget, timeline, resources, or limitations. Identify success criteria—how outcomes will be measured against…
- Data Upload You 5 days To Upload data from client
- Validation Us 3 days Validation of planning
- Customization Preferences & Visual Direction You 3 days Let the user select flow type (linear, logic-based), complexity level, colour treatment, and interactivity
- Our team's work Us 8 days
- Milestone & Feedback Framework Us 3 days Define how iterations will happen—stages of sign-off, review checkpoints, expected turnaround time
- Final Output & Delivery Format Us 2 days Choose between PDF, interactive dashboard, slide deck, embeddable widget, or custom solution
Expected timeline
Our work: about 16 working days once we have your brief and data. Your part: about 10 days (brief, data and decisions). Typically 6 weeks in total from payment.
What we need from you
- Initiation - Customers Goals: Brief (Client Perspective): Define the purpose—why the project matters (problem solved, goal achieved). Outline expectations—what’s delivered, in what format, and by when. Share constraints—budget, timeline, resources, or limitations. Identify success criteria—how outcomes will be measured against…
- Data Upload: To Upload data from client
- Customization Preferences & Visual Direction: Let the user select flow type (linear, logic-based), complexity level, colour treatment, and interactivity
What you receive
- Final Output & Delivery Format: Choose between PDF, interactive dashboard, slide deck, embeddable widget, or custom solution
How acceptance works
When we deliver, you review the files in your Client Workspace and accept them, or tell us what should change. We remind you after 5 days if we have not heard from you.
How payment works
Order online; you can start your brief straight away in your Client Workspace. We start the work once payment is received.
Questions
Before you start
Do we need Power BI Pro?
Usually one Pro or Premium Per User licence per person who publishes or views shared reports. We confirm what you need before you order.
What does it cost?
Every option has a fixed price, shown here excluding and including VAT. We confirm the scope in writing before you order, so the price does not change.
A free 30-minute video call in your browser, at a time that suits you. Prefer to write? Send us a message.
Next step
Talk it through: 30 minutes, free, no obligation.
We reply within one working day.