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Sales & Financial Analytics

Everything you need to turn sales and financial data into decisions.

We deliver sales and financial analytics across the full Microsoft stack. Engage us for a single dashboard or an end-to-end platform — the same governed, automation-first approach applies either way. Insight. Performance. Growth.

Ambiguity

Too much noise, no clear direction

Numbers scattered across spreadsheets, CRMs, and finance systems — each telling a slightly different story, none of them trusted.

Transformation

Insight connects, insight accelerates

We model the data into one governed source of truth. This is the AM2 Moment — where everything changes and insight begins to compound.

Clarity

Confident decisions, measurable impact

Live, automated analytics your teams actually trust — where confidence grows and impact multiplies.

Power BI Dashboards

We design Power BI solutions from the data model up. A well-built star schema and a tested set of DAX measures mean your reports are fast, accurate, and trusted across the organization.

  • Star-schema data models built for performance
  • Certified, reusable DAX measures
  • Row-level security for safe, role-based sharing
  • Paginated reports and subscriptions for distribution
  • Refresh scheduling and dataset monitoring

Power Apps

When the data you need does not exist yet, we build the app that captures it. Canvas apps for tailored field experiences, model-driven apps for structured Dataverse processes — replacing spreadsheets and shared inboxes with governed data.

  • Canvas apps for mobile and field data capture
  • Model-driven apps on Dataverse
  • Integration with SharePoint, SQL, and Dataverse
  • Responsive, accessible UI that matches your brand
  • Delegation-safe data sources that scale

Power Automate

Automation is what makes analytics self-running. We build cloud flows that move data between systems, push alerts when a metric crosses a threshold, and route approvals — removing the manual steps that let data go stale.

  • Scheduled and event-driven cloud flows
  • Approval workflows with Teams and Outlook
  • Threshold-based alerting from Power BI
  • HTTP-trigger flows for web and API integrations
  • Robust error handling and run-history monitoring

Azure Data Engineering

For data that lives beyond the Power Platform, we build pipelines on Azure. Azure Data Factory orchestrates ingestion and transformation; Azure SQL provides a reliable, queryable home for your modelled data — all on a dependable daily schedule.

  • Azure Data Factory ingestion and orchestration
  • Azure SQL Database modelling and tuning
  • Incremental loads and slowly-changing dimensions
  • Secure connectivity with managed identities
  • Cost-aware, right-sized infrastructure

Microsoft Fabric

Microsoft Fabric unifies data engineering, warehousing, and Power BI on a single SaaS foundation backed by OneLake. We help you adopt Fabric pragmatically — migrating existing workloads or starting fresh with a governed lakehouse.

  • Lakehouse and warehouse design on OneLake
  • Dataflows Gen2 and Spark notebooks
  • Direct Lake semantic models for fast Power BI
  • Migration paths from existing Azure workloads
  • Workspace governance and capacity planning

How we engage

Three ways to work together

Dashboard Sprint

A fixed-scope engagement to deliver one production-ready Power BI dashboard, from data source to published report, in a defined timeframe.

Platform Build

An end-to-end build spanning pipelines, data model, apps, and automation — ideal when you are standing up analytics for the first time.

Care Plan

Ongoing support and enhancement for an existing solution, with a guaranteed response time and a monthly improvement allocation.

Not sure which service fits?

Tell us about your data and the decisions you need to make. We'll recommend the right starting point — no obligation.

Book a discovery call