How your business is running, and where it's headed.
A Power BI walkthrough for DC Electric of Pittsboro. We built a working sample dashboard from a synthetic dataset modeled on your published rate card, so you can see how your invoicing, scheduling, estimates, and cash might come together in one place.
What you're looking for.
This slide is for the live conversation. Your answers shape what we connect and how we build the first version.
What runs the business today?
Invoicing and accounting, estimates, scheduling, materials and receipts. (QuickBooks, Jobber, spreadsheets, paper, some mix?)
Which decisions should get easier?
Pricing, scheduling, taking on bigger jobs, adding a second crew, chasing payments, or something else?
Which numbers do you check most?
And which do you wish you had? Utilization, backlog, cash owed, job profit, average job value?
Which views matter most?
Monthly summary, forecast, job profitability, cash. How far ahead do you want to see: a month, a season, a year?
Who should see this, on which devices, and how often?
Just you, office staff, field crew, a partner? Laptop, tablet, phone? Daily, weekly, or before planning meetings?
Your answers shape the build. The demo ahead uses sample data modeled on your published rates.
How your data becomes a dashboard.
We do not yet know the systems you keep, so this is the generic shape: your records, one Power BI model, and a dashboard that refreshes itself.
- Connects to hundreds of common sources, including plain spreadsheets.
- No change to how you run jobs today; Power BI reads what you already keep.
- Refreshes on a schedule, so the numbers are ready when you are.
Here is what that looks like for a business like yours.
Business Health
One screen that answers how the business is running. The filters below are live; change them and both dashboard pages follow.
Pipeline & Forecast
One screen that answers where the business is headed. The schedule and forecast look forward, so they ignore the Period filter.
Fridays reserved for estimates and site walk-throughs. Every open cell is an unsold crew-day, about $2,282 at current rates.
A 30-person Microsoft data team in Charlotte — and Power BI is our home turf.
Executive reporting, DAX and semantic modeling are the core of what we do every day. When you bring in a trusted advisor, you want senior judgment backed by a bench deep enough to answer any question your model throws — that's us.
Where we live
- Executive report design & storytelling
- DAX review, optimization & performance tuning
- Semantic modeling, RLS & refresh strategy
- Copilot / Q&A enablement
Under the report
- Modeling, query optimization & tuning
- Refresh, backup, monitoring & T-SQL
- Integration via Logic Apps & Azure Functions
- Best-practice guardrails for reliable data
When more is needed
- Full-stack — ReactJS & Python
- APIs, integration & automation
- Cloud-native DevOps: CI/CD, Git, Agile
- Low-code where it fits
Ask-the-data
- Copilot & natural-language Q&A
- ML with Azure Machine Learning
- Analytics tooling end to end
- QA & testing built into delivery
We support universities and advancement-adjacent teams, so fiscal-year calendars, fund accounting, budget-to-actuals and the realities of executive reporting for deans and VPs are familiar ground. You won't spend the engagement teaching us your world.
- ~30 people, based in Charlotte, NC
- Microsoft Partner · Power BI, Fabric, Azure
- MBE Certified · delivering since 2018
- 100K+ subscribers on our Microsoft data channel
Quick wins first, deeper improvements staged — and you always own it.
An advisory engagement should pay for itself early. We start with a review, land the fast improvements, then work through the deeper items with you on a cadence that fits your calendar.
Assess
A structured review of your model, DAX and report against best practice — with a prioritized findings list, quick wins flagged separately from bigger items.
Recommend
Concrete recommendations for visuals, layout, KPI presentation and storytelling — shown on your actual report, not in the abstract.
Optimize
DAX and model tune-ups for correctness and speed, plus a refresh strategy that holds up — implemented with you or handed over as guidance.
Elevate & enable AI
Executive polish across the report and, where you want it, Copilot / Q&A tuned to your measures so leadership can ask questions directly.
Advisor on call
Troubleshooting and a trusted advisor to call when a Power BI issue or new reporting need comes up — as much or as little as you need.
Advisor, not overhaul
We respect what you've built. The goal is to elevate your work, not replace it — you keep ownership of the model and the report throughout.
Show, don't tell
Recommendations are demonstrated on your real report so you can see the before-and-after, then decide what to keep.
Transparent & flexible
Advisory hours you control, clear estimates, and no pressure to buy more than the moment calls for.
Trusted with executive reporting — priced for advisory work.
Helping teams turn a solid model into reporting leadership relies on is exactly the work we're known for.
"Power BI enabled us to move beyond static reporting from SQL Server. Automation and interactive dashboards streamlined data delivery and gave stakeholders immediate access to actionable insights."
"They helped us build strong data foundations and Power BI dashboards, giving our team clarity, confidence, and better decision-making."
Plus clients across senior living, hospitality, industrial and distribution — executive reporting is a constant across all of them.
How an advisory engagement works
Most advisors start with a scoped review, then draw on flexible hours for the improvements you prioritize. You're never locked into a big build.
Dashboard assessment
A fixed-scope review of your model, DAX and report — you get a prioritized findings list and a recommended roadmap. No big commitment to see real value.
Hour bundles
Ideal for advisory: use hours for review, recommendations, DAX work or troubleshooting as you need them.
Prefer an ongoing advisor?
A monthly retainer keeps a trusted advisor on call — enhancements, new views, refresh health and a standing block of development hours every month.
- Monthly planning call
- Monitoring & maintenance
- 4 dev hours / month
- Expert & email support
- Everything in Option 1
- 1 license included
- 7 dev hours / month
- Monitor 3 reports/apps/flows
- Everything in 1 & 2
- 2 licenses included
- 12 dev hours / month
- Monitor 4–5 reports/apps/flows
Six-month minimum on managed retainers · 10% off post-project development · hours don't roll over (we plan the month together) · training available (Lite $1,650 / Advanced $3,000 per person).
Fridays are already your planning day.
You reserve Fridays for estimates, walk-throughs, and sourcing. This puts your numbers on the same schedule: a ten-minute review before the week is planned.
Discovery call
30 minutes. Walk us through how you track jobs, estimates, and invoices today.
Connect and build
We connect Power BI to your sources and build version one.
Review together
We refine the views around the numbers you actually use.
Your Friday dashboard
Current every week, on any device.
You keep the records. We make them useful: clearer, faster, and easier to act on every Friday.