KPI & reporting strategy
Define the decisions, measures, owners and reporting cadence before choosing charts.
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Microsoft Power BI
Power BI.
See what matters.
Decide with confidence.
Turn disconnected reports into a clear view of performance. MetaDynamic builds Power BI solutions around agreed KPIs, dependable data and the people who use them.
KPI clarity · Governed reporting · User adoption
From report to decisionAgreed measures. Clear context. A traceable source.
Power BI consulting
Good decisions start with trusted numbers.
Power BI connects business data, semantic models and interactive reports. We focus on the part that makes reporting useful: consistent definitions, clear visual priorities and a reliable route back to the source.
From an executive review to a plant-level investigation, every report should answer a business question. We work with finance, sales and operations teams to agree measures before building the visuals.
- Defined KPIs
Agree the calculation, context and owner of each measure. - Reconciled numbers
Validate outputs against the system of record. - A useful reporting experience
Design the reading order and drill-through around the decision.
What we deliver
Power BI Consulting services
Semantic models & DAX
Build reusable measures, clear relationships and a model that can support more than one report.
Dashboard & report design
Design executive summaries, operational drill-through and mobile layouts with consistent visual logic.
ERP & source integration
Connect supported SAP, Dynamics 365, SQL, Excel and business sources through an agreed access pattern.
Security & governed sharing
Design workspaces, access roles and row-level security around your audience and data responsibilities.
Performance, adoption & support
Review slow reports and refresh failures, train report owners and establish a support routine.
Business reporting
Built around the way your business runs.
Finance
Margin, working capital and budget variance
Reconcile definitions and help reviewers move from a headline variance to the underlying transactions.
Sales
Pipeline, conversion and customer performance
Give sales leaders a consistent view of movement, priorities and opportunities requiring attention.
Manufacturing
Output, quality and delivery performance
Bring production and quality measures together with agreed plant, product and period definitions.
Supply chain
Stock, service and supplier performance
Identify ageing stock, delayed orders and supplier trends using consistent reporting cut-offs.
Implementation approach
Start with the question. Finish with adoption.
- 01Agree the decisions
- 02Validate source data
- 03Model & design
- 04Test & reconcile
- 05Publish & train
Delivery you can review
More than a set of visuals.
Reporting blueprint
KPI definitions, source mapping, audience needs and report priorities.
Validated reporting solution
Semantic model, report pages, access tests and reconciliation results.
Owner handover
Refresh documentation, training and an agreed support process.
Questions before you start
Power BI consulting FAQs
What is Microsoft Power BI?
Power BI is Microsoft’s business analytics platform for connecting, modelling, visualising and sharing data. A typical solution combines a semantic model, reports and governed distribution to business users.
Can Power BI connect to SAP and Dynamics 365?
Yes, using supported connectivity and an architecture suited to your systems. We assess source permissions, extraction methods, refresh needs and impact on the ERP before implementation.
Do we need Microsoft Fabric to start?
We assess your reporting and data needs first. Power BI can be the starting point, while wider Fabric workloads can be introduced where shared storage, engineering or integration requirements justify them.
Will the reports always show real-time data?
Data freshness depends on the source, connection mode, capacity and refresh design. We agree the required latency and display clear refresh information rather than promising real-time data for every source.
Can you improve our existing reports?
Yes. A review can cover DAX, model structure, report usability, access controls and refresh performance. We prioritise changes against the business impact.
How are licensing and delivery costs estimated?
The estimate separates implementation from licences and capacity. User numbers, distribution, data volumes, refresh needs and support scope determine the recommended approach.
Talk to MetaDynamic
Make your next review more useful.
Bring one report your team does not trust—or one decision it cannot answer. We will help define a focused starting point.