Consulting

Power BI Consulting

For teams that need it done right, now. I embed alongside your people to design models, build dashboards, and fix what isn't working — delivering production-ready reporting you can trust.

New Builds & Migrations

Bespoke (End-to-End) Power BI Report Build

New builds or legacy migrations — reports designed and built around exactly how your business measures performance, from data discovery through to final publishing.

Common pain points

Reports don't reflect how the business actually measures performance
Legacy reporting tools or platforms are outdated, unsupported, or hard to maintain
Manual spreadsheet processes still doing the heavy lifting
Disconnected data sources with no single source of truth
Dashboards that look polished but can't be trusted
Migrating away from legacy systems feels risky, with unclear scope or timeline

What's included

Requirement Gathering & Documentation

Understanding your business logic, KPIs, and stakeholders before a single report is built.

Data Discovery

Identifying and assessing every data source that feeds the report — ERP, CRM, spreadsheets, manual inputs.

Legacy System Migration

Migrating existing reports from legacy platforms onto Power BI — re-pointing sources, rebuilding logic, validating outputs.

Data Transformation & Modelling

Structuring your data for accuracy, performance, and long-term scalability.

Testing & Publishing

Rigorous validation before go-live, then deployment with documentation so your team isn't reliant on tribal knowledge.

Proven migration experience

We've migrated 100s of reports from legacy Dataverse-based reporting onto Microsoft Fabric and Power BI over a 10-month programme — with zero disruption to business operations and measurable time savings across operational and support reporting.

Dataverse → Fabric Migration

Migrating Dataverse Reporting to Microsoft Fabric

72 reports migrated · 100+ hours saved

Read Case Study

Pricing

Indicative UK pricing — final pricing confirmed following scoping.

Single Report Build

1 report/dashboard, single data source, standard complexity

1–2 weeks£2,500 – £5,000

Get a Quote

Multi-Report Suite

3–6 related reports, multiple data sources, moderate transformation

4–8 weeks£8,000 – £18,000

Get a Quote

Legacy Migration

Migrating existing reports/dashboards to Power BI — re-pointing, rebuilding logic, validation

Scales with report count£750 per report

Get a Quote

Higher-Complexity, Higher-Value

Financial & Legal Entity Reporting

Consolidate, reconcile, and report across subsidiaries, jurisdictions, and legal entities — built on Dynamics 365 Finance & Operations, combining actuals, budgets, forecasts, and underlying adjustments into one trusted source of truth.

Common pain points

Manual consolidation across multiple D365 F&O legal entities and currencies
Budgets, forecasts, and actuals sitting in disconnected spreadsheets
Underlying adjustments applied inconsistently or without an audit trail
No clear, real-time view of EBITDA or variance to budget
Delayed month-end and statutory reporting cycles
Limited visibility into intercompany transactions

What's included

Consolidated Financial Reporting

Automated consolidation across D365 F&O legal entities, currencies, and reporting standards.

Budgets, Forecasts & Underlying Adjustments

Combine GL actuals with budgets, forecasts, and adjustments in a single model for reliable variance analysis.

EBITDA & Profitability Reporting

Purpose-built logic for EBITDA, shareholder revenue, COGS, and sales — calculated consistently across every entity.

Legal Entity & Compliance-Ready Structures

Models built around your D365 F&O legal entity hierarchy and chart of accounts — supporting statutory reporting and audit trails.

Native D365 F&O Integration

Power BI connected directly to D365 F&O via Synapse Link and Dataverse — one trusted source of truth pulled from source.

Proven results

We've helped clients cut month-end close by up to 8 days, replacing manual, cumulative Excel calculations with automated, real-time Power BI reporting built directly on D365 F&O.

Automated Financial Reporting

Automated Financial Reporting Suite

8 days cut from month-end · 17 reports in 5 months

Read Case Study

Pricing

Indicative UK pricing — final pricing confirmed following scoping.

Single Entity Financial Suite

P&L, balance sheet, GL reporting for one legal entity

4–6 weeks£10,000 – £18,000

Get a Quote

Multi-Entity Consolidation

Consolidated reporting across 3–10 legal entities, intercompany eliminations, statutory-ready

8–14 weeks£20,000 – £45,000

Get a Quote

Full Financial Reporting Framework

Actuals, budgets, forecasts, underlying adjustments, EBITDA reporting, D365 F&O integration

3–5 months£35,000 – £70,000+

Get a Quote

How it works

From first conversation to live dashboard — every step of the pipeline

Requirement Gathering

Stakeholder sessions across the departments the reports will serve.

Requirement Documentation

Signed-off scope — the reference point for everything that follows.

Discover

Data Discovery

Mapping source systems — Dataverse entities, F&O tables, or the CRM behind them.

Wireframe Build

Low-fidelity layout sign-off before a single measure is written.

Build

Data Transformation

Power Query / dataflow logic to shape source data into report-ready tables.

Data Modelling

Star schema, relationships, and DAX measures — the semantic layer.

Data Visualization

Building the report suite against the signed-off wireframes.

Ship

Testing

Figure-checking against source systems before anyone else sees it.

Publishing

Workspace, permissions, and refresh schedule set live.

Documentation

Handover notes so the client's own team isn't dependent on me to maintain it.

A live, trusted dashboard your team actually uses

Not sure which package is right for you?

Book a free 30-minute discovery call and we'll scope it together.

Book a Free Discovery Call