BUSINESS · EXECUTIVE VISIBILITY
Stop running the business from spreadsheets. Get one clean KPI dashboard with agreed metrics and a refresh you can trust.
A one-week fixed-fee Power BI sprint that turns manual spreadsheets and inconsistent numbers into a single KPI dashboard with defined metrics and a repeatable refresh.
The deliverable
This is what lands on your desk.
A representative deliverable. Yours is built on your own environment, with names and figures redacted here.
This is for you if
Built for the Operations Manager or Owner.
Managers run the business from spreadsheets and manual reports. Different reports show different numbers. You want agreed KPIs with a refresh that just works.
What you receive
Named deliverables you keep.
KPI Dashboard Pack
A clean Power BI dashboard of the operational KPIs that matter, on one page.
Metric definitions
Agreed definitions so a number means the same thing every time.
Refresh process
A simple, documented refresh so the dashboard stays current.
Typical timeline
1 weekIncluded
- One Power BI dashboard
- 1 to 2 datasets
- Agreed KPI definitions
- Refresh process
Assumptions
- Source data is available as Excel, CSV, or a supported connector
- One report theme in the base package
Not included
- More than 1 to 2 datasets in the base package
- A data warehouse or complex ETL
Those live in: Power BI Data Model Cleanup & DAX Optimization.
Required access
- The source exports (Excel, CSV, CRM, or accounting)
- A Power BI workspace or licensing
- A 30-minute kickoff to agree the KPIs
Done when
The engagement is complete when the KPI dashboard, metric definitions, and refresh process are delivered and reviewed.
The ADAPTO
process
One trusted set of numbers, refreshed and agreed.
A fixed price you see before you commit, delivered in days, ending in evidence you can hand to a board or an auditor.
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