Pillar 04 · Executive Business Intelligence

Executive Analytics & Business Intelligence

If your leadership team spends the first week of every month manually compiling reports from disconnected spreadsheets, we build live Power BI dashboards that unify sales, operations, inventory, and finance into one interactive source of truth.

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Make decisions using today's numbers, not last month's rearview mirror

By the time end-of-month spreadsheets land on a managing director's desk, the numbers are already two to four weeks old. Cash flow leaks, falling project margins and inventory bottlenecks go unnoticed until they become acute problems.

We connect Microsoft Power BI directly to your accounting software (Xero/MYOB), point-of-sale, e-commerce backend and operational spreadsheets. The data model refreshes automatically every morning, so you can drill down to the individual customer, product line or staff member.

Dashboards and analytics we deliver

Clean, legible interfaces designed for busy executives who need answers in seconds.

Unified Executive KPI Dashboards

A single high-level dashboard displaying your company's core vital signs: revenue, gross margins, EBITDA, working capital, and operational pipeline.

Year-to-date and month-to-date performance vs budget
Visual variance flags (green/amber/red indicators)
Consolidated multi-entity and departmental reporting
Accessible from desktop, tablet, and mobile devices

Job Costing & Project Profitability

Know exactly which projects, client retainers, or job types make money and which ones consume staff hours without generating margin.

Labor cost tracking versus billable revenue
Material variance and subcontractor cost overrun alerts
Profitability ranking by client and project manager
Historical job performance benchmarking

Cash Flow & Working Capital Forecasts

Interactive 13-week rolling cash flow projections that combine expected accounts receivable, scheduled supplier payables, and recurring overheads.

Aged debtor analysis and debtor days tracking
Scenario modelling (e.g. what happens if key invoices delay 30 days)
Live Xero/MYOB bank balance synchronization
Direct visibility over cash burn and runway

Sales, Channel & Inventory Insights

For wholesale, manufacturing, and retail businesses: identify dead stock, fast-moving SKUs, customer purchase frequency, and gross margin per product.

Stock holding days and dead stock capital identification
Sales rep performance and commission tracking
Repeat purchase cohort analysis
Customer churn warning signals

What you receive with every BI project

We don't just build charts—we build robust data models and train your team to interact with them.

Included Deliverables

KPI definitions agreed with leadership before a single chart is built
Clean, normalized DAX data model connecting all source databases
Automated scheduled refresh configured in the Power BI Cloud Service
Role-based access so managers see only their relevant department numbers
Mobile-optimized view designed specifically for quick phone checks
Live walkthrough sessions for directors and finance leaders

Technologies We Employ

We utilize industry-leading analytics tooling natively integrated with Microsoft 365.

Microsoft Power BI DAX Modeling Power Query (M) Microsoft Excel Data Models Xero Accounting API SQL Server & Azure SQL SharePoint Data Lists Power BI Mobile App

Power BI reports require Power BI Pro licenses for users publishing and viewing reports inside Microsoft 365. We outline exact Microsoft licensing costs upfront.

Our Analytics Delivery Process

From messy spreadsheets to clean executive clarity in four clear stages.

KPI Definition

We meet with leadership to determine the 5 to 7 critical numbers that genuinely drive profit and operational health.

Data Architecture & ETL

We connect data sources, clean up formatting anomalies, and build a unified, relational data model.

Dashboard Engineering

We design intuitive interactive visuals with filters, slicers, margin gauges, and drill-through details.

Training & Scheduled Refresh

We configure daily automated data refreshes and train leadership on filtering, exporting, and interpreting reports.

Interactive Report Demonstrations Available

Interested in seeing how a live Power BI report behaves? We can demonstrate anonymized client dashboard models showing sales, gross margin tracking, and financial variance in action.

Request a dashboard preview

Questions about where the numbers come from or how often they update?

Read the reports & dashboards FAQ →

Ready for real-time business clarity?

Tell us what reports your team currently builds manually and we will show you how to automate them with Power BI.

Request an analytics quote