Microsoft | Pulborough & West Sussex
Swap emailed spreadsheets and hand built reports for a single, reliable live picture of your business. Our Power BI dashboards are shaped around the questions you ask most often, and we show your team how to get the best from them.
Start planning your dashboardBusiness intelligence reporting
Plenty of business owners and managers in Pulborough and West Sussex lose hours every month moving numbers from one system into a spreadsheet, only for those figures to be stale by the time the meeting begins. Microsoft Power BI links straight to your data and updates interactive charts and tables without anyone lifting a finger.
As your Power BI consultant, we begin with the decisions you have to make rather than the software. We then create dashboards for sales, finance, operations or customer activity, and connect them to your wider Microsoft 365 setup so the right insight lands with the right people.
Get in touch with us
The benefits
Effective reporting frees up time and leads to better choices. Here are the gains our clients tend to spot straight away.
Pull your sales, finance, stock and customer data into one report, which ends the debate over whose spreadsheet holds the correct numbers.
Your dashboards update on a timetable you set, so every meeting looks at today's performance rather than figures from weeks ago.
Reporting that runs itself takes away the manual copy, paste and tidy up work that once swallowed the last days of each month.
Everyone sees only the numbers that matter to their job, secured by the same sign in and protections that cover the rest of your Microsoft 365 environment.
Data sources
Power BI can read from a broad mix of data sources, so replacing your current systems is seldom necessary. We set up the connections, clean the data and schedule the refreshes, leaving you with a dashboard that maintains itself.
Your reports can prompt action too. Paired with Power Automate, a number that passes a set limit can fire off an alert or assign a task to the relevant person.
Our process
Our projects stay compact and targeted, which means you get practical results early and can expand from there.
Together we settle on your objectives and the KPIs worth tracking, then look at where that information is held today.
We connect each source, tidy up the records and structure them so the figures are reliable and simple to explore.
We create easy to read dashboards, review them alongside you and fine tune them until they give the answers you need.
We configure access by role, train your staff on your real data and remain on hand as your requirements grow.
Frequently asked questions
Power BI is Microsoft's business intelligence software. It takes information from your various systems and presents it as interactive dashboards and reports that you can filter, drill into and share with your team.
Absolutely. There is no need for an in-house data team. A handful of carefully built dashboards on sales, cash flow or day to day operations can have a real impact on a smaller firm.
Excel, SharePoint, a wide range of accounting and CRM software, SQL databases, Azure and many cloud services. Let us know which systems you run and we will confirm what can be linked.
Power BI Desktop is free for creating reports, although sharing them across your team normally requires paid licences. As Microsoft adjusts pricing from time to time, we review the current plans and suggest the best value option.
That is up to you. Daily or multiple refreshes a day are common, depending on the data source and licence, and certain data can refresh close to continuously.
Sign in runs through Microsoft 365, and we can restrict exactly what each user is able to view. We also check how any data is shared with people outside your organisation.
Training uses your own reports, so everything covered is directly relevant. Once shown how to filter and explore, most staff are comfortable with the dashboards very quickly.
We can. Our clients are spread across West Sussex and further afield. Most of the work is done remotely, with on-site workshops arranged where they add value.
Get in touch
Let us know the figures you would love to have in front of you instantly, and we will sketch out a workable dashboard. Call 01798 263146, email hello@pulboroughitsupport.co.uk or send a message and one of our engineers will reply.
Contact us