Dashboards & Reporting

Your data has a story - let’s make sure it’s telling the right one.

  • Our services include

    Custom Report Development
    Build and refine advanced and matrix reports to meet the needs of HR, Finance, and business leadership.

    Calculated Fields Strategy
    Define and implement calculated fields that drive accuracy and flexibility across reports.

    Worklet Design & Configuration
    Create intuitive, role-specific worklets that put key data at your users’ fingertips.

    Dashboard Setup & Optimization
    Design clean, actionable dashboards that align with business goals and make insights easy to access.

    Report Distribution & Scheduling
    Automate delivery to the right people, at the right time—reducing manual effort and improving visibility.

    Security Alignment for Reporting
    Ensure reports and dashboards are securely configured so users see only what they should.

    Performance Tuning
    Improve report efficiency and load times through smart design and optimization.

    Reporting Governance
    Establish clear frameworks for naming, organization, and version control—so reporting stays clean and scalable.

  • Custom Dashboard Design
    Build clear, interactive dashboards that visualize KPIs, project status, and key metrics—tailored to your team’s goals.

    Automated Reporting Frameworks
    Replace manual tracking with smart reports that update in real time, reduce duplication, and improve accuracy.

    Cross-Functional Visibility
    Design shared views and reports that keep stakeholders aligned across HR, Finance, Ops, and Sales—without bouncing between platforms.

    Performance & Trend Tracking
    Use conditional formatting, charts, and historical views to monitor progress and identify what’s working (and what’s not).

    Executive Summaries & Roll-Ups
    Aggregate data across multiple sheets to provide leadership with up-to-date snapshots, without the need for separate tools.

    Security & Sharing Controls
    Configure permission-based access to ensure sensitive data is only seen by the right people.

  • Dashboard Design & Configuration
    Build clean, easy-to-navigate dashboards that highlight the metrics that matter most to your team.

    Data Modeling & Relationships
    Structure your data models to support accurate, scalable reporting across multiple sources and business units.

    Report Optimization & Performance Tuning
    Streamline visuals and queries to improve load times and usability—especially for large datasets or complex reports.

    Automated Report Refresh & Scheduling
    Set up reliable data refreshes and scheduled report delivery to keep insights current without manual updates.

    Custom Visuals & Filters
    Create visuals tailored to your audience—along with intuitive filters and slicers that make reports interactive and insightful.

    Security Roles & Access Control
    Configure user-level security to ensure the right people see the right data—and only that.

    Power BI Embedded
    Support embedding dashboards into other platforms like SharePoint, Teams, or your own web tools for seamless access.

    Executive Summaries & Drilldowns
    Design layered views that offer both high-level insights and the ability to drill down for detail.

    Training & Adoption Support
    Help teams understand how to use Power BI with confidence—through tailored walkthroughs, documentation, or recorded demos.

  • Not every business runs on the same platform, whether you’re building reports in Excel or using a tool unique ot your industry, we’re happy to meet you where you are.