Supporting technical capability
Track your business metrics in one Power BI dashboard.
A one-week fixed-fee Power BI engagement that turns manual spreadsheets and inconsistent numbers into a single KPI dashboard with defined metrics and a repeatable refresh.
Illustrative sample · supporting capability
What action follows a missed business threshold?
- SOURCERequest history · submitted and approval events
- DEFINITIONWaiting time needs agreed start, stop and excluded statuses
- DECISIONThreshold not agreed: do not label a request overdue yet.
REFRESH CONDITIONDefine event timestamps and refresh frequency with the process owner before enabling threshold actions.
- Observation
- The measure counts open requests but has no agreed waiting-time definition or excluded statuses.
- Decision
- Agree the measure before adding a threshold.
- Next action
- Define start/stop events with the process owner, label sample data and name the action for a breached threshold.
This capability can inform the next service. Its inclusion, price and calendar must be agreed in that service’s scope; following the link does not make it included.
Explore the relevant next serviceTechnical context
When this work applies
- Managers run the business from spreadsheets and manual reports.
- Different reports show different numbers.
- Nobody has written down what each KPI means, so the definition changes with whoever builds the report.
Possible outputs
Outputs to agree in scope
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.
Commercial & delivery basis
The scope and conditions of the work.
Delivery window
This supporting capability has no separate confirmed delivery window. The proposal names its scope and calendar.
Capability scope to confirm
- One Power BI dashboard
- 1 to 2 datasets
- Agreed KPI definitions
- Refresh process
Scope assumptions
- Source data is available as Excel, CSV, or a supported connector
- One report theme in the base package
Exclusions
- More than 1 to 2 datasets in the base package
- A data warehouse or custom connector build
Required access
- The source exports (Excel, CSV, CRM, or accounting)
- A Power BI workspace or licensing
- A 30-minute kickoff to agree the KPIs
Acceptance
The agreed completion standard.
The engagement is complete when the KPI dashboard, metric definitions, and refresh process are delivered and reviewed.
Discuss the work
Tell us what you need to change.
Share the systems involved, why the change is needed and your deadline. We clarify the work, responsibilities and information needed for a proposal.
Discuss this project