See the real state of your business. No more hours lost in Excel.
A single dashboard, updated automatically, that answers the right questions before you even ask them.
I want to see an exampleA dashboard built around your business
Power BI turns scattered data (Excel, ERP, files) into a single screen with the indicators that actually matter: margins, stock, revenue, production.
No need to know how to code. No need to prepare anything. You get a dashboard that updates itself and that anyone on the team can read.
- You do not know the real margin on a project or product without opening Excel
- Reports depend on one person and take hours to prepare
- Data scattered across files, emails and the ERP
- Meetings where no one has the right numbers
- Decisions made on gut feel because real-time data is missing
From scattered files to a living dashboard
A sample of the kind of dashboard we build: the numbers update on their own, every day.
Interactive illustration: click the filters and the bars (drill-down), just like in a real dashboard. In a real project, it connects to your sources (Excel, ERP) and updates automatically.
What we build for SMEs like yours
Three real application cases. The figures are market estimates.
Real margin by project or product
The manager opens Excel every week, cross-references purchasing data with revenue and calculates manually. It takes 3 to 4 hours. The numbers arrive late.
Dashboard updated daily: gross margin by project, client and product. The manager sees the real picture in 30 seconds, without touching Excel.
Tools: Power BI, Excel / ERP via connector
Stock and order KPIs
The warehouse does not know what's available without checking physically. Overdue orders show up as a surprise. There's no automatic alert.
Dashboard with real-time stock levels, stockout alerts and pending orders. The team acts before the problem happens.
Tools: Power BI, ERP database or shared Excel file
Consolidated financial control
The accountant sends a PDF at month-end. Management doesn't know the cash position or the budget-vs-actual variance until the period closes.
Monthly vs. year-to-date dashboard: revenue, costs, variances and year-end forecast. Visible any time, no need to wait for reports.
Tools: Power BI, Excel or accounting software
From confusion to clarity
Today
- Manual Excel updated by one person
- Reports that arrive too late
- Every department has its own version of the data
- Meetings where no one agrees on the numbers
With Power BI
- A single dashboard, updated automatically
- Indicators visible in real time
- The whole team sees the same data
- Decisions based on facts, not gut feel
What we use
Power BI
Main visualisation platform. Connects to Excel, ERP, databases and cloud services. Shareable reports at no extra cost.
Excel | Google Sheets
Data source for companies without an ERP. We turn your existing files into reliable sources without changing your processes.
SharePoint | OneDrive
Centralising your team's files. Data lives in one place, updated automatically and accessible to whoever needs it.
Two packages, one goal: control for the SME owner
Pack Express
Fast first visibility
From 800€*50% on order, 50% on validated delivery
Set up a first layer of control in 10 to 15 days, with a simple, reliable cockpit.
- 1 Power BI page (cockpit)
- 1 to 2 data sources (Excel or simple exports)
- About 5 KPIs, with definitions and calculation rules
- Scheduled automatic refresh
- Integrated training (management and 1 to 2 users)
- PDF documentation
- 15 days support included
Pack Pilot
Proof of concept (2 pages)
From 1.500€*50% on order, 50% on validated delivery
Prove the value of reporting with a solid proof of concept: 2 pages, essential KPIs, data ready to scale.
- 2 Power BI pages (cockpit and analysis)
- 2 or more data sources (Excel or exports)
- 5 to 8 essential KPIs
- Scheduled automatic refresh (if the subscription allows it)
- Integrated training (management and team)
- PDF documentation
- 1 month support included
| Pack Express | Pack Pilot | |
|---|---|---|
| Price | From 800€* | From 1.500€* |
| Focus | Fast first visibility | In-depth proof of concept |
| Main deliverable | 1 page (cockpit) | 2 pages (cockpit and analysis) |
| Data sources | 1 to 2 | 2 or more |
| KPIs | About 5 | 5 to 8 |
| Refresh | Scheduled automatic | Scheduled automatic |
| Cadence | About 2 weeks | 2 to 4 weeks |
| Support | 15 days | 1 month |
Custom project (complex integrations): quote after a diagnosis meeting.
*Prices are exclusive of VAT and intended for business customers only. For businesses outside Portugal, no Portuguese VAT is charged, reverse charge rules may apply in your jurisdiction.
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