Monthly Excel marathons
Someone exports from three systems, pastes into a workbook and fixes formulas before every review meeting.
Power BI Consulting & Development
Stop rebuilding reports. Open one that is already up to date.
We turn data scattered across your ERP, CRM, Tally and Excel files into Power BI dashboards that refresh on their own, so managers see sales, cash and operations without waiting for someone to compile them.
- Hyderabad, India
- Dynamics 365 and Excel sources
- Row-level security built in
DailyScheduled data refresh
1 modelOne trusted set of numbers
RLSEach user sees their own data
Any deviceBrowser, mobile and Teams
Recognise the signs
When reporting is the slowest part of your week
If these sound familiar, a Power BI model will pay for itself quickly.
Numbers that never match
Sales says one total, finance says another. Nobody agrees which version is correct.
Branches report differently
Every location sends its own format, so head office cannot compare them side by side.
Decisions made late
By the time the report arrives, the problem it shows is already weeks old.
Files shared over WhatsApp
Sensitive workbooks travel by email and chat with no control over who sees what.
Dashboards nobody uses
You already have Power BI reports, but they are slow, cluttered or built on messy data.
What we offer
Our Power BI services
From a first dashboard to a governed reporting platform for the whole company.
Dashboard & report development
Clear, fast reports built around the questions your managers ask.
- Sales, finance and operations reports
- KPI scorecards and drill-through
- Mobile-friendly layouts
- Paginated reports for print and PDF
Data modelling & DAX
A clean model is what makes every number trustworthy.
- Star-schema design
- DAX measures and time intelligence
- Performance tuning of slow reports
- Calculation groups and reusable measures
Data integration & refresh
Connect every source once and keep it current automatically.
- Power Query transformations
- Dataflows and incremental refresh
- On-premises gateway setup
- Dynamics 365, SQL, Tally and Excel sources
Service setup & security
Workspaces, access and sharing set up properly from day one.
- Workspace and app structure
- Row-level security by branch or role
- Microsoft Entra ID sign-in
- Teams and SharePoint embedding
Migration & modernisation
Move off manual reports and legacy tools without losing history.
- Excel and Access report conversion
- Crystal, SSRS and Tableau migration
- Rebuild and clean up existing reports
- Side-by-side number validation
Training & ongoing support
Your team stays confident long after launch.
- Hands-on user and creator training
- New reports and enhancements
- Refresh monitoring and fixes
- Monthly support plans (AMC)
See it in action
Sample dashboards by function
Switch between views to see what a finished report looks like. All figures are illustrative samples, not client data.
Know what is selling, where and to whom
Track revenue against target by branch, product and salesperson, and click any bar to filter the whole page.
- Target vs actual by month
- Top customers and products
- Branch and salesperson ranking
- Drill from year to invoice
Revenue₹4.8 Cr▲ 12%
Target met94%▲ 6%
New customers38▲ 9
Monthly revenue, illustrative
See cash, receivables and margins at a glance
Give finance heads a live view of ageing, collections and profitability instead of month-end spreadsheets.
- Receivables and payables ageing
- Profit and loss by branch
- Budget vs actual variance
- GST and expense summaries
Gross margin18.4%▲ 1.2%
Receivables₹62 L▼ 5%
Over 60 days₹9 L▲ 2 L
Receivables ageing, illustrative
Spot delays and stock problems early
Show production, inventory and service performance on one page so teams act on exceptions, not on last month's summary.
- Stock levels and reorder alerts
- On-time delivery tracking
- Plan vs actual output
- Ticket and SLA monitoring
On-time delivery92%▲ 3%
Stock-outs7▲ 2
SLA met89%▲ 4%
Weekly on-time delivery, illustrative
Want a prototype built on your own data?
Book a 30-minute call
Data foundation
Good dashboards start with a good data model
Most slow or confusing Power BI reports are really data problems. We reshape your source data into a star schema so reports load quickly, filters behave and totals match your books.
One model feeds every report, so sales, finance and operations all work from the same numbers.
- Source data review
- Reusable DAX measures
- Date and fiscal calendar
- Reconciliation with your ERP
A simple star schema
Sales (fact)invoice lines
Datefiscal year, month
Customerregion, segment
Productcategory, brand
Branchcity, manager
Sources & tools
Connects to the data you already have
We bring your systems into one model and refresh it on a schedule.
Power BI tools
Power BI DesktopPower BI ServicePaginated reportsDataflowsMobile appFabric
Business systems
Dynamics 365Business CentralTallySalesforceZohoCustom ERP
Databases
SQL ServerAzure SQLMySQLPostgreSQLOracleSnowflake
Files & web
ExcelCSV / JSONSharePointOneDriveREST APIsGoogle Analytics
Languages
DAXPower Query (M)SQLPythonR
Microsoft ecosystem
TeamsPower AppsPower AutomateMicrosoft Entra IDAzure
What we set up for you
- Row-level security by branch or role
- Workspace and app structure
- Gateway and refresh schedules
- Sensitivity labels and sharing rules
- Usage and refresh monitoring
- Licence guidance (Pro, Premium Per User or capacity)
Security & licensing
The right people see the right numbers
A branch manager should see their branch. A director should see everything. We configure row-level security, workspaces and sharing so access follows your organisation, not a forwarded file.
We also review how many people need to build versus view, and recommend the licence option that fits, so you do not overpay.
Our approach
How a Power BI project runs
You review real report pages early, so feedback shapes the build.
Discover
Questions, KPIs and sources
Model
Clean, reconcile and structure data
Design
Wireframes and report layout
Build
Reports in short review cycles
Validate
Match numbers to your books
Launch
Publish, train and support
After go-live we monitor refreshes, fix issues and add new reports as your questions change.
Tell us the report you wish you had
Share the numbers your team chases every month. We will show you what a live Power BI version could look like and how long it would take.
Got questions?
Frequently asked questions
What does Power BI consulting include?
Requirement discovery, data modelling, dashboard design, DAX development, data refresh setup, security, publishing, training and ongoing support. The scope depends on your data sources and the reports you need.
Can Power BI connect to our ERP, Tally or Excel files?
Yes. Power BI connects to Dynamics 365, SQL databases, Tally exports, Excel, SharePoint and many other sources. Where no direct connector exists, we use APIs or scheduled exports.
How long does a first dashboard take?
It depends on data quality and the number of sources. A focused report on one or two clean sources can be ready in a few weeks, while multi-system models take longer. We confirm timelines after a short review.
Can different people see different data?
Yes. Row-level security lets each user see only their branch, region or team, while leadership sees the full picture from the same report.
Can you fix our existing slow or confusing reports?
Yes. We review your current model and measures, tune performance, simplify layouts and validate the numbers, without starting from scratch where it is not needed.
Tell us what you want to see in your reports
Describe your data sources and the decisions you want to support. We will reply with a scoped plan, not a generic pitch.
info@jayaitech.com
Phone
+91 76600 00135
Office
Hyderabad, Telangana, India