Power BI for SMB teams
Power BI that your team opens on Monday morning
Power BI connected to exports you already produce, first useful dashboard shipped with documented refresh steps so you are not locked in.
First dashboard From £1,350 · model + multiple views From £2,700
Common situations
Power BI is installed but the workspace is empty
A previous consultant built 40 charts nobody uses
Inventory or sales KPIs still pulled manually into Excel
Nobody internal can refresh the model when a column changes
What can be included
Single-purpose dashboard (inventory, ops, or sales)
Documented refresh from sheet or SQL export
RAG tiles with named owners
Handover session + maintenance guide
Defined Deliverables
Typical scopes
SCOPE EXAMPLE
Inventory KPI dashboard
- 01 / Current Situation
- Stock and reorder decisions relied on a spreadsheet updated whenever someone remembered.
- 02 / OpsPatch Build
- Power BI model on the daily export, stock, dead stock, reorder flags, and delay reasons.
- 03 / Delivered Handover
- PBIX + scheduled refresh + owner list.
Common tools
- Power BI
- Excel
- Google Sheets
- SQL Server
- SharePoint
- CSV exports