Power BI

A typical situation: in the first week of the month, an accountant exports sales and receivables from SAP Business One or Sage to Excel, the sales manager has their own spreadsheet, and the warehouse has a third. The numbers do not match because everyone calculates differently, and by the time a reconciled report reaches the manager, it is already a week or two out of date. The manager decides by gut feeling, even though all the data sits in the accounting system's database.

We build a Power BI data model that connects directly to your sources: the SAP Business One and Sage SQL databases, NetSuite and Business Central APIs, Excel files on a SharePoint site, a CRM or a production system. The data is organised into a star schema model in which metrics (sales, margin, receivables, inventory) are calculated in one place and the same way for everyone. Reports refresh on a schedule: for on-premises sources we install a data gateway, and row-level security ensures that a sales rep sees only their own customers. We publish reports in workspaces and Teams channels, and train your team to use them and create their own views. After deployment we maintain the model: when the chart of accounts changes or a new source appears, the reports do not stop working. We usually deliver the first working report from a single source within a few weeks, and what takes longest is not the charts but agreeing how margin or overdue debt is calculated.