Reporting & Dashboards

Stop Making Decisions From Memory and Spreadsheets

Field service and construction companies spend Monday mornings rebuilding reports that should already exist. We build Power BI dashboards that pull from your real systems — automatically, reliably, and in plain English — so decisions get made from data, not instinct.

$104K
Annual Savings — One Reporting Automation (VEHO)
200+
Professionals Trained on Power BI
500+
Enterprise Clients via Microsoft BI Templates
2 Wks
Audit to First Trusted Live Dashboard
What Gets Measured

The KPIs Field Service Companies Actually Need

We don't build generic dashboards. Every build starts with understanding what decisions you're trying to make — and working backwards to what data you need to make them confidently.

Financial
Revenue & Profitability
  • Gross profit % by job type and technician
  • Revenue vs. budget by week and month
  • Average job value trends
  • Material cost vs. labor split
  • Accounts receivable aging
Operations
Job & Team Performance
  • Jobs completed vs. scheduled by day
  • Callback rate by technician
  • First-time fix rate
  • Time on site vs. estimated
  • Dispatch efficiency and route density
Sales & Growth
Lead & Booking Metrics
  • Inbound lead volume and source
  • Booking conversion rate by CSR
  • Upsell attach rate by technician
  • Membership / service agreement growth
  • Estimate close rate and cycle time
What We Build

Reporting Services for Field Service & Construction

We're a Microsoft Certified Power BI shop with 13 years of enterprise BI experience — applied to the companies that build and fix things for a living.

📊

Power BI Dashboard Build

Custom dashboards connected to your real data sources — ServiceTitan, Buildertrend, HouseCall Pro, QuickBooks, and more. Semantic models built for accuracy. Automatic daily refresh. No spreadsheet involved.

Power BI DAX Automated Refresh
🔗

Data Source Integration

We connect Power BI to your actual operational systems using APIs, direct query, or export pipelines. If your data exists somewhere, we can get it into a model that makes sense alongside everything else you run on.

ServiceTitan API Buildertrend QuickBooks
🧹

Data Quality & Cleanup

Reports are only as good as what feeds them. We audit your source data for gaps, duplicates, mismatched categories, and broken job type mappings — and fix them before they make it into your dashboard.

Data Audit Power Query Schema Fix
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Team Training & Handoff

We don't disappear after delivery. We train your team on how to read the dashboard, how to use filters and slicers, and what to do when something looks off. The goal is your team owns it — not us.

Live Training Documentation Loom Walkthroughs
The Process

From Broken Spreadsheets to Live Reporting in Four Phases

We follow a consistent process so you know exactly where you are and what comes next — no scope creep, no surprise delays.

01
Systems Audit (Week 1–2)
We map your current tools, data sources, and reporting gaps. You get a written deliverable of what exists, what's broken, and what we'll build first. Flat-rate. No surprises.
02
Data Connections & Model Build (Week 2–4)
We connect Power BI to your systems, clean the underlying data, and build the semantic model. This is where the KPIs get defined and validated against your real numbers before anything goes live.
03
Dashboard Design & QA (Week 4–6)
We build the visual layer — executive summary, operational detail, drill-through views. QA happens against your real data with your team reviewing before any final delivery.
04
Handoff & Training (Week 6+)
Live walkthrough with your leadership team, documentation of every measure and filter, and Loom recordings so new team members can get up to speed without calling us. You leave with something you actually own.
Real Result

Survey Data Turned Into an Actual Executive Report

Education Analytics — R3 Academy

From Raw Survey Exports to Live Dashboard and Action Plan

R3 Academy — Leadership Team

R3 Academy was collecting student feedback every term and doing nothing with it. Not because leadership didn't care — but because the data was in raw survey export form with no way to turn it into something actionable. They knew insights were buried in there. They just couldn't get to them.

We built a sentiment analysis pipeline that processed incoming survey responses, identified patterns by topic and respondent group, and generated plain-language next-steps summaries alongside a full Power BI dashboard with trend lines, breakdown views, and supporting detail for the leadership team.

Outcome
From raw survey data to executive-ready action report and live dashboard — delivered on time, every reporting cycle.
"As usual, you have blown it out of the water. Thank you so absolutely much for your amazing work." — Juan Ramos, CEO, R3 Academy

Ready to Stop Guessing and Start Reporting?

Book a 20-minute discovery call. We'll talk through what you're measuring today, what you wish you knew, and whether a Power BI build is the right next step for your operation.

Book a Discovery Call