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Integrations · Power BI
Power BI dashboards built on numbers you can trust
Dashboards are only as good as the data underneath. Once your systems are connected, Power BI shows job costs, backlog and cash without a monthly reconciliation marathon.
Power BI reporting for contractors combines CRM, accounting and project data into dashboards for job cost, backlog, work in progress and receivables. It works best once the underlying systems are connected, so the numbers match without manual reconciliation.
What stays in sync
Job cost and margin
Budget versus actual by job and cost code.
Backlog and pipeline
Signed work and likely wins, side by side.
Work in progress
Over- and under-billing visible before month end.
Receivables
Who owes what, and how long it's been waiting.
How a project runs
- Assessment. We map your systems, editions and where data is re-keyed today.
- Fixed quote. A written scope and price before build work starts.
- Build and test. Official APIs, tested against your real workflows.
- Go live and support. Training for your team and support after launch.
Often connected with
Frequently asked questions
Can we start with dashboards before integrating?
You can, but reports built on disconnected data need constant reconciling. We usually recommend connecting the core systems first, then building the dashboards on top.
Do we have to replace any of our systems?
No. The point is to keep the tools your team already knows and connect them, so a job, customer or invoice is entered once and appears everywhere it's needed.
How does a project start?
With a short call and an assessment of your current setup: which systems you run, which editions, where data is re-keyed today, and what the APIs allow. You get a fixed quote before any build work starts.