Power BI dashboards
What management looks at every week, in one place.
- Revenue, margin and cash flow
- Orders, production and stock
- Sales and the status of quotes
- Role-based access, on mobile too
Management reporting
Numbers for management every morning, with no manual stitching.
Management reporting means the owner and management see numbers from ERP, CRM, accounting and projects in one place and up to date. We build Power BI dashboards connected directly to your systems, and every morning AI writes a short summary of what changed and what needs a decision.
Typical situations
The numbers exist, just not on time and not the same.
Management decides from a spreadsheet that someone spent half a day putting together and that is already out of date.
Thursday's report on last week
Someone downloads exports and assembles a spreadsheet. By the time it is done, the numbers are old.
Everyone has a different number
Sales, accounting and production calculate revenue and margin differently, and the meeting revolves around whose number counts.
Charts without a conclusion
The dashboard has dozens of charts, but the owner needs to know what changed and what to decide.
The report depends on one person
When they are on holiday, management has no numbers.
What we build
Dashboards that put themselves together.
One definition for every number, a direct connection to the source, and a few sentences you can read in a minute.
Connection to your systems
Data flows straight from the source, nobody moves it by hand.
- ERP, accounting and CRM
- Projects and timesheets
- Ad platforms and online shop
- One definition for every number
AI summary
A few sentences next to the numbers on what changed and where to look.
- A short text on what changed
- Alerts on deviations from plan
- Answers to questions about the numbers
- Every morning by email or in Teams
AI for management
A morning summary and answers to questions about the numbers.
On Monday the owner opens a dashboard full of charts and looks for what has actually changed. Every number needs one definition and one source, otherwise AI only summarises the confusion.
Morning summary
AI writes a few sentences on what has changed since yesterday in revenue, orders and cash flow.
Deviation alert
When margin, stock or payments drift from plan, the report flags it on its own and AI adds what most likely lies behind the deviation.
A question about the numbers
The owner asks why margin fell, and AI shows the orders behind it.
A summary for each role
Sales, production and accounting each get their own summary from the same numbers.
AI training for your teamPower BI across five ad platforms, reporting cut from two days to one afternoon
Not sure where to start? AI readiness test
Frequently asked
What you ask us about management reporting.
- A regular overview of the numbers the owner and management use to run the company, such as revenue, margin, cash flow, orders and production. Good reporting builds itself from your systems and shows what has changed, not just how much there is of what.
- Power BI belongs to the Microsoft 365 world, connects to common accounting systems and ERPs, and management can open it on a phone too. If your company uses a different tool, we build the dashboards in that one.
- AI gets the numbers from the dashboard and rules on what to look at. It writes a short text on what changed and links each sentence to the numbers it is based on. It only summarises what is in the dashboard, so every sentence can be checked.
- That is a common starting point. The first output is a list of numbers that are calculated in different ways or are missing. Before the dashboard is built, we align the definitions.
- We do, as part of our support service. When a system is added or the company structure changes, we update the dashboard.
Let us meet
Tell us what you want to see every morning.
Send us the three numbers you run the company by and where they come from today. We will come back with a proposal for the first dashboard.