Power BI Dashboards That Connect Your Entire Business

Pull live data from your accounting software, CRM, POS, job management and inventory systems into Power BI dashboards your team actually uses. One view. Real-time.

Perth-based. Australia-wide. Fixed-price dashboard builds.

System integration diagram showing connected business platforms
Perth Based. Australia Wide.
18+ Years Building Custom Software
Microsoft Power BI Certified
Fixed-Price Quotes
Power BI Integration

Power BI Dashboards That Work

Your business runs on MYOB, simPRO, Shopify, HubSpot — maybe all of them. Each system has its own reports, and none of them talk to each other. So your team builds the big-picture view manually. Spreadsheets. Exports. Copy-paste. Every week.

We build Power BI dashboards that pull live data from your operational platforms and present it in views built for the people who actually need to make decisions. Not a generic template — your data, your metrics, your layout.

HELLO PEOPLE is a Perth-based software consultancy. We connect your business systems to Power BI so you stop guessing and start seeing what is actually happening.

Business intelligence dashboard showing live cross-system metrics
Sound Familiar?

What we hear from business owners

If your team spends more time building reports than reading them, you already know these problems.

Reports built from screenshots and spreadsheets

Your weekly board report is assembled from six different exports, pasted into Excel, reformatted, and emailed as a PDF. By the time it arrives, the data is already old.

Everyone has a different version of the numbers

Sales pulls a report from the CRM. Finance pulls one from the accounting tool. Operations exports from the job system. None of them match, and meetings turn into arguments about data.

Reporting takes too long to be useful

Your team can answer "how did last month go?" but not "how are we tracking right now?" Decisions are made on gut feel because real-time data is not accessible.

Built-in reports have limits

MYOB, Xero, simPRO — they all have reports, but none of them can combine data across multiple systems. You cannot see job profitability alongside cash flow and payroll costs in one view.

Manual KPI tracking in spreadsheets

Someone spends Friday afternoon updating the KPI tracker. Pulling numbers from three systems, pasting them into cells, double-checking formulas. By Monday, some of it has already changed.

No visibility for the right people

The business owner wants a high-level view. The operations manager wants job detail. The finance team wants debtor ageing. Nobody has a dashboard built for what they actually need to see.

Get Started

Tell us what data you need to see

Which systems hold the numbers? What questions do you need answered? Tell us and we will show you what Power BI can do with it.

What We Build

Power BI Dashboard Types

Different data, different dashboards. Pick a tab to see how we approach each type of reporting.

Accounting data visualisation

Connect MYOB, Xero, QuickBooks or NetSuite to Power BI. Revenue, expenses, debtors, creditors, cash flow and BAS prep — all live, all visual, all in one place.

Drill from summary to detail. Click a revenue number and see which invoices make it up. Click a debtor and see their aging profile.

For business owners and finance teams who want financial visibility that goes beyond what the accounting software provides.

Operational reporting and KPIs

Pull live data from simPRO, ServiceM8, Tradify, Monday.com or your job management platform. Job status, crew utilisation, WIP, completion rates — visible across the business.

Combine operational data with financial data so you see not just what jobs are running, but whether they are making money.

Built for trades, field service, professional services and any business where job-level visibility drives better decisions.

Sales pipeline and CRM analytics

HubSpot, Salesforce, Pipedrive, Zoho CRM — pipeline value, conversion rates, deal velocity, lead source analysis. Combined with revenue data from accounting so you see which deals are actually profitable after delivery.

Attribution reporting that connects marketing spend to closed revenue. Not just leads generated — actual money earned.

Good for sales-driven businesses that need visibility beyond what the CRM's built-in reports offer.

eCommerce performance dashboards

Shopify, WooCommerce, BigCommerce — orders, revenue, average order value, customer retention, product performance. Combined with advertising spend data for true ROI visibility.

Inventory turnover, stockout frequency, margin by product category — the analytics your eCommerce platform shows you, plus the financial reality it cannot.

For online retailers and multi-channel sellers who need to see performance across platforms in one view.

Workforce and payroll dashboards

Headcount, labour costs, overtime trends, leave balances, utilisation rates — drawn from Deputy, Employment Hero, MYOB Payroll or your rostering platform.

Combine workforce data with revenue to calculate revenue per employee, cost per job hour, or payroll as a percentage of turnover.

Useful for businesses with shift workers, seasonal staff or field teams where labour cost visibility drives profitability.

Inventory and supply chain reporting

Stock levels, reorder points, supplier lead times, warehouse throughput — from Cin7, Unleashed, DEAR Systems or your WMS. Combined with sales data to model demand.

Ageing stock reports, dead stock identification, turnover by SKU — the information your ops team needs to make better purchasing decisions.

For product businesses managing stock across multiple locations, warehouses or sales channels.

Custom data models and calculated metrics

Not every metric exists in a single system. Job profitability needs data from three platforms. Customer lifetime value needs sales, support and billing data combined.

We build the data models in Power BI that calculate the metrics your business actually cares about — not just what the source systems provide natively.

For businesses that need bespoke KPIs and calculated measures that no out-of-the-box report can provide.

Power BI dashboard showing accounting data visualisation
Operations dashboard showing live job status and KPIs
Sales analytics dashboard with pipeline visualisation
eCommerce performance dashboard with revenue charts
HR professional reviewing workforce analytics dashboard
Supply chain dashboard showing inventory metrics
Data engineer building custom Power BI data models
Why Power BI

All your data in one live dashboard

Financial data from your accounting software, job data from your operational platform, sales pipeline from your CRM, staff costs from payroll — all visible in Power BI. Live. Not last Tuesday.

When the numbers come from one place, meetings are about decisions, not about whose spreadsheet is right.

Business intelligence dashboard with cross-system data visualisation

Real-time or near-real-time reporting

Scheduled refreshes throughout the day — or real-time streaming for critical metrics. Your dashboard shows what is happening now, not what happened last week.

Cash position, outstanding invoices, job WIP, sales pipeline — visible at any moment without asking someone to run a report.

Live data dashboard on a wide monitor in an office
Pricing

How we price Power BI projects

Dashboard complexity and data source count are the main drivers. Here is how we approach pricing.

Free 15-minute call

Tell us what data you need to see and what systems it lives in. We will tell you what Power BI can do with it.

Fixed-price dashboard builds

Each dashboard or report is scoped and quoted at a fixed price. You know the cost before we start. Complex multi-source builds are quoted per phase.

Monthly managed reporting

Ongoing support, new report requests, data source changes and refresh schedule management under a monthly plan.

Automated document processing dashboard
Case Study

AI-powered document processing that cut manual work by 85%

We helped an Australian insurance firm replace hours of manual data entry with an intelligent processing pipeline. Invoices, claims, and supporting documents now flow straight into their systems — accurately and automatically.

Read the full case study →
85% Reduction in manual processing
98% Data extraction accuracy
$2.4M Annual cost savings
15x Increase in throughput
How It Connects

Your data sources flowing into Power BI

Power BI is the output layer. We connect it to every data source your business relies on — live, scheduled, and properly modelled.

How It Works

From messy data to clear dashboards

A structured approach to building Power BI reporting that people actually use.

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Requirements Gathering

We sit down with the people who will actually use the dashboards. What questions do you need answered? What decisions depend on this data? Which systems hold the source data?

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Data Source Mapping

Confirming which APIs, databases or exports feed into Power BI. Defining refresh schedules, data transformations and any calculated fields that need building.

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Build & Design

Data models, DAX measures, relationships and visual design. We build for clarity — clean layouts, sensible drill-down paths, and colours that mean something.

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Review & Iterate

You review draft dashboards with real data. We refine based on feedback — layout changes, additional filters, new calculated metrics. Typically two to three review rounds.

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Publish & Share

Dashboards published to Power BI Service. Row-level security configured. Scheduled refreshes set. Sharing configured — workspace access, embedded reports or emailed subscriptions.

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Ongoing Support

New report requests, data source additions, refresh troubleshooting, and keeping everything running as your source systems evolve.

Why HELLO PEOPLE for integrations

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We build, not just connect

We write proper integration code — API connections, data mapping, error handling, logging. Not Zapier chains that break quietly.

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Fixed-price quoting

You get a clear price before we start. No hourly billing that spirals. No surprise invoices at the end of the month.

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Built for Australian business

We understand BAS, GST, super, award rates, Australian privacy law, and the platforms local businesses actually use.

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Senior team, direct access

You talk to the people building your integration. No account managers, no offshore handoffs, no ticket queues.

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Ongoing support included

APIs change. Platforms update. We monitor, maintain, and evolve your integration so it keeps working as your business grows.

We used to spend Friday afternoons building the weekly report. Now it builds itself. And it is better than what we were producing manually — live data, drill-down, and everyone sees the same numbers.

General Manager Multi-site trades business, Perth
Industries

Power BI dashboards by industry

Every industry has different metrics that matter. We build dashboards tailored to what your business actually needs to track.

Trade business reviewing job profitability dashboard

Trades & Field Service

Job profitability, WIP, crew utilisation and debtor ageing — combined from simPRO or ServiceM8 and your accounting software into one operations dashboard.

Retail analytics dashboard showing multi-channel performance

Retail & eCommerce

Revenue by channel, product performance, inventory turnover and customer acquisition cost — from Shopify, your POS and accounting combined.

Consulting firm reviewing project analytics on screen

Professional Services

Utilisation rates, project profitability, pipeline vs capacity, and revenue per consultant — combining time tracking, CRM and accounting data.

Manufacturing floor with production monitoring displays

Manufacturing

Production output, defect rates, material costs and machine utilisation — combined with financial data for a complete operational picture.

Restaurant manager reviewing venue performance metrics

Hospitality

Revenue per cover, labour cost percentage, food cost ratios, and sales by period — from POS, payroll and accounting combined into one venue dashboard.

Franchise executive reviewing multi-site performance comparison

Franchise & Multi-Site

Per-location performance, benchmarking across sites, and group-level consolidation — with row-level security so each location only sees their own data.

FAQs

Common questions about Power BI dashboards

Can Power BI connect to MYOB or Xero?

Yes. We build custom connectors or use the platform APIs to feed live financial data into Power BI. Revenue, expenses, debtor ageing, creditor balances, cash flow — all available for dashboarding and reporting.

Do we need Power BI Pro or Premium?

For most small to mid-size businesses, Power BI Pro is sufficient. If you need high-frequency refreshes, large datasets, or embedded reporting for external teams, Premium capacity may be needed. We advise on licensing during scoping.

How much does a Power BI dashboard project cost?

A single dashboard connecting one or two data sources typically runs $5,000 to $12,000. A full suite of dashboards across multiple departments with complex data models usually falls between $15,000 and $35,000. We quote fixed price after scoping.

How often does the data refresh?

It depends on the plan and data source. Most Power BI Pro dashboards refresh 8 times per day. Premium allows up to 48 refreshes. For real-time needs, we use streaming datasets or DirectQuery mode.

Can you connect Power BI to our simPRO or ServiceM8 data?

Yes. We pull data from simPRO, ServiceM8, Tradify and other job platforms via their APIs. Job status, job costing, timesheet data, customer records — all available in Power BI.

Can different people see different data?

Yes. Power BI row-level security lets you control exactly who sees what. Branch managers see their branch. Franchise owners see their location. The group CEO sees everything. We configure this during build.

Do you support ongoing changes and new reports?

Yes. Most clients are on a monthly managed plan. New report requests, data source changes, filter additions, calculated metric changes — we handle it all.

Our data is messy. Can you still build dashboards?

Yes — but we may recommend a data cleanup or transformation layer first. Power BI reports are only as good as the data feeding them. We will be honest about whether the source data needs attention before we build visuals on top of it.

Get Started

Tell us what data you need to see

Which systems, which metrics, which decisions. Tell us and we will scope a dashboard project that makes a real difference.

Tell Us What Data You Need To See

Share your systems, your pain points, and what decisions the data needs to support. We will come back with a clear scope and fixed price.

Prefer a quick chat? Call 0425 531 127 – we're Perth-based and we answer the phone.