Reporting & Dashboards · Construction & Trades

Reporting & Dashboards for Construction & Trades

Connect Power BI to your existing data sources and get live dashboards and automated reports so you always know where your business stands.

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Why construction & trades businesses choose this

Reporting & Dashboards built for construction & trades

Construction and trade businesses run on tight margins where every wasted hour on quoting, compliance paperwork, and job tracking eats into profit. Site teams juggle SWMS sign-offs, variation approvals, and subcontractor coordination across email, paper, and WhatsApp. Automating these workflows on Microsoft 365 keeps projects moving without adding headcount.

Cut quoting and job approval turnaround from days to hours

Eliminate manual SWMS and induction tracking across all sites

Get real-time job cost visibility instead of end-of-project surprises

How it works

What we actually build and deliver

We connect Power BI to your data sources — accounting software, CRM, spreadsheets, databases, or APIs — and build dashboards that update automatically. Each dashboard is designed around the questions your team actually asks: revenue, margins, pipeline, utilisation, or compliance. We set up scheduled email reports so stakeholders get the numbers without logging in. Your team gets a live, single source of truth instead of manually compiling reports each month.

The problem

What is slowing construction & trades businesses down

Jobs quoted and lost in email threads

Quoting, approvals, and job updates get buried in inboxes. By the time someone follows up, the client has gone elsewhere.

Site compliance buried in paperwork

SWMS, inductions, toolbox talks, and incident reports pile up in binders. Tracking who has signed what is a constant headache.

No visibility on job costs until it is too late

Material costs, labour hours, and variations get tracked in separate spreadsheets. You only know a job went over budget after it is done.

What we build

Reporting & Dashboards use cases for construction & trades

Live job cost vs. budget dashboard

Subcontractor compliance status tracker

Monthly project progress and margin reports

FAQ

Common questions

What data sources can you connect to?

Xero, MYOB, QuickBooks, Salesforce, HubSpot, SQL databases, SharePoint, Excel, Google Sheets, and any system with a REST API or data export.

How often does the data refresh?

Dashboards can refresh as frequently as every 15 minutes for Pro licences, or in near real-time with Premium. We configure the right cadence for your needs.

Can different teams see different dashboards?

Yes. We implement row-level security so each user only sees data relevant to their role, team, or region.

Can field workers use this on their phones on site?

Yes. Power Apps is mobile-first and works offline. Data syncs when connectivity is restored.

Can this connect to our estimating or accounting software?

Power Automate connects to Xero, MYOB, Simpro, Procore, and most tools with an API or email-based output.

We're not a big company. Is this too complex for us?

Most of our clients are 5–50 person operations. We scope only what you will actually use and deliver it in 2–4 weeks.

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Ready to automate your construction & trades business?

We will scope the work, provide a fixed price, and you decide. No obligation.

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