Spreadsheet-to-Dashboard Jumpstart

from CA$5,000.00
  • Target Client: Growing organizations that have outgrown their spreadsheets and need to transition fragile, hard-coded reports into secure, automated cloud models.

  • Price Anchor: $5,000 – $10,000

  • Timeline: 3 – 5 weeks

  • What is included:

    • Secure Data Connection: Linking Power BI safely directly to 2–3 of your core business tools (like your accounting software, CRM, or main databases) so you never have to manually export files again.

    • Automated Data Updates: Building a clean, high-performance data engine behind the scenes that automatically refreshes your numbers on a set schedule so your reports are always up to date.

    • Core Executive Dashboard: Designing one central, interactive dashboard that gives leadership an instant, at-a-glance view of your company’s key metrics.

    • Handover & Team Training: Providing a dedicated, 2-hour training session for your team to ensure everyone feels confident using, filtering, and navigating the new reports.

Scope:
  • Target Client: Growing organizations that have outgrown their spreadsheets and need to transition fragile, hard-coded reports into secure, automated cloud models.

  • Price Anchor: $5,000 – $10,000

  • Timeline: 3 – 5 weeks

  • What is included:

    • Secure Data Connection: Linking Power BI safely directly to 2–3 of your core business tools (like your accounting software, CRM, or main databases) so you never have to manually export files again.

    • Automated Data Updates: Building a clean, high-performance data engine behind the scenes that automatically refreshes your numbers on a set schedule so your reports are always up to date.

    • Core Executive Dashboard: Designing one central, interactive dashboard that gives leadership an instant, at-a-glance view of your company’s key metrics.

    • Handover & Team Training: Providing a dedicated, 2-hour training session for your team to ensure everyone feels confident using, filtering, and navigating the new reports.