Reporting & Dashboards · Small Business
Reporting & Dashboards for Small Business
Connect Power BI to your existing data sources and get live dashboards and automated reports so you always know where your business stands.
Why small business businesses choose this
Reporting & Dashboards built for small business
Small business owners wear every hat: sales, admin, operations, and finance. When leads sit unanswered, invoices go unchased, and cash flow surprises hit at month-end, it is usually because one or two people simply cannot keep up. Automating lead capture, invoicing follow-ups, and weekly reporting on Microsoft 365 gives small teams the capacity of a much larger operation without hiring.
Reclaim 8-12 hours per week currently spent on repetitive admin
Never miss a lead follow-up with automated capture and response workflows
See cash position and pipeline health in a live dashboard instead of waiting for your accountant
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 small business businesses down
One or two people doing everything manually
In a small business, the same person is handling sales, admin, and operations. Automation gives back hours every week without hiring.
Tools that do not talk to each other
Your CRM, accounting software, email, and spreadsheets are all separate. Data gets re-entered multiple times and errors creep in.
No visibility until the month is already over
You find out about cash flow problems, overdue invoices, or slow months when you sit down with the accountant. By then it is too late to act.
What we build
Reporting & Dashboards use cases for small business
Monthly revenue, pipeline, and cash position dashboard
Customer and job performance tracker
Automated weekly summary report emailed to owner
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.
Is this affordable for a small business?
Our projects are fixed-price and scoped to what you actually need. Many small business automations are delivered in 1–2 weeks at a straightforward cost.
Do I need Microsoft 365 already?
Most Power Platform tools require a Microsoft 365 Business subscription. If you do not have one, we can advise on the right plan for your size.
What if I just want one simple automation to start?
That is a great starting point. We can scope and deliver a single automation in under two weeks, giving you immediate time savings.
Explore more
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Ready to automate your small business business?
We will scope the work, provide a fixed price, and you decide. No obligation.