Advisory focus
Reporting strategy
Define KPIs, owners, cadence, and scope.
Best for replacing manual reports.
Insight Bridge Power BI consulting
Power BI dashboards your team can trust.
InsightBridge Consulting turns scattered spreadsheets into clear Power BI reporting for Sydney and remote teams.
Decision view
KPIs aligned to management rhythm
Data model
Power Query, DAX and relationships
Handover
Training, notes and support path
Advisory dashboard brief
Management reporting
Revenue, margin, customers, and weekly decisions in one view.
Status
Ready for scope
Executive Performance Dashboard
Revenue
$428k
Gross margin
41.2%
Orders
18.4%
Forecast
94%
Monthly trend
Live
Category breakdown
Products72%
Regions58%
Segments83%
Targets49%
RegionCategorySegmentDate
01
Clarify
02
Model
03
Deliver
Power BI certified
Analytics + finance
Sales and margin reporting
DAX, Power Query, modelling
How we help clients
Analytics support for clearer decisions.
Define the metrics, build the model, and deliver the dashboard.
Advisory focus
Dashboard delivery
Build clean Power BI reports with trusted measures.
Best for weekly management use.
Advisory focus
Analytics operating model
Document refreshes, train users, and plan support.
Best for building BI capability.
Capabilities
Power BI services.
Trusted numbers, faster reporting, and cleaner meetings.
PB
Power BI Dashboard Design
Custom dashboards for finance, sales, operations, and customers.
Learn moreDM
Data Modelling & DAX
Clean models and reliable DAX measures.
Learn moreDR
Dashboard Redesign
Make existing reports clearer, faster, and easier to trust.
Learn morePB
Power BI Training & Support
Training, documentation, and light ongoing support.
Learn morePortfolio
Sample dashboards.
Realistic examples with the question, layout, and value.
Financial Performance Overview
A Power BI finance sample for sales, profit, margin, discounts, and monthly change.
Business question
Where is financial performance improving or under pressure?
Power BIFinanceProfitabilityPerformance
View case study
Sales & Margin Performance Dashboard
A Power BI sample for revenue, profit, orders, COGS, and margin.
Business question
Which products and regions drive profitable growth?
Power BIDAXSales AnalyticsMargin ReportingPortfolio Sample
View case studyE-commerce Operations Dashboard
Orders
$428k
Average order value
41.2%
Delivery time
18.4%
Freight cost
94%
Monthly trend
Live
Category breakdown
Products72%
Regions58%
Segments83%
Targets49%
StateSellerProduct categoryPayment method
E-commerce Operations Dashboard
Orders, AOV, delivery time, freight cost, and review score.
Business question
Where are sales and fulfilment slipping?
Power BIOperationsE-commerceFulfilment
View case studyCustomer Segmentation Dashboard
Repeat purchase rate
$428k
Customer lifetime value
41.2%
Average basket size
18.4%
Churn risk
94%
Monthly trend
Live
Category breakdown
Products72%
Regions58%
Segments83%
Targets49%
CountryCustomer segmentPurchase frequency
Customer Segmentation Dashboard
Repeat rate, lifetime value, basket size, and churn risk.
Business question
Which customers are valuable or at risk?
Power BICustomer AnalyticsSegmentationRetention
View case studyExecutive KPI Dashboard
Revenue
$428k
Profit
41.2%
Target variance
18.4%
Monthly trend
94%
Monthly trend
Live
Category breakdown
Products72%
Regions58%
Segments83%
Targets49%
Business unitRegionPeriodMetric
Executive KPI Dashboard
Revenue, profit, target variance, trends, and performers.
Business question
What needs attention this month?
Power BIExecutive ReportingKPI DashboardPerformance
View case studyEngagement model
From problem to dashboard.
Short discovery, focused build, review, and handover.
01
Diagnose
Review reports, users, files, and questions.
02
Design
Define KPIs, model, pages, and success criteria.
03
Build
Create reports, measures, filters, and interactions.
04
Embed
Train users and document the support path.
Insights
Curated Power BI reading.
Useful Microsoft Learn and SQLBI articles.
Dashboard Design
Tips for Designing a Great Power BI Dashboard
Microsoft guidance on audience, layout, and metric focus.
Microsoft Learn / Guide / Oct 2025
Read articleData Modelling
Understand Star Schema and the Importance for Power BI
Why fact and dimension tables make models easier to use.
Microsoft Learn / Guide / Dec 2024
Read articleAccessibility
Design Power BI Reports for Accessibility
Accessibility guidance for cleaner, more usable reports.
Microsoft Learn / Guide / Jan 2026
Read articleWho this helps
For teams leaving manual reporting behind.
Built for owners, finance, operations, retail, clinics, and e-commerce teams.
"Good dashboards show the issue, the driver, and the next action."
Dashboard design principle
Management reporting
Start with a clear scope
Ready for a clearer dashboard?
Share the reporting challenge and I will shape a practical Power BI scope.