Business Intelligence

BI & Dashboard Development

Your stakeholders get the answer in minutes, not weeks. We build dashboards that people actually use, because they’re simple, fast, and built on clean data.

Great dashboards aren’t about more charts. They’re about the right answer, fast. We build reporting people actually open, on a clean data layer that keeps it accurate as things change. The tool is never the point. The decision it unlocks is.

For layouts and KPIs we recommend, see executive dashboard examples.

Slow, unused, or always breaking

Your dashboards are slow. Or they exist but nobody uses them. Or they break every time the data changes, and your BI team spends more time maintaining dashboards than building new ones.

  • 80% of slow dashboards aren’t slow because of Tableau. They’re slow because of bad SQL.
  • Dashboards that break when data changes weren’t designed right from the start.
  • Complex dashboards with 50 filters don’t get used because they’re too hard to navigate.

What we build

Tableau Dashboards

Real-time reporting, executive summaries, and operational metrics. Fast load times, interactive but never overwhelming.

Power BI Dashboards

Financial reporting, operational KPIs, and budget tracking, embedded right in your workflow (Excel, Teams, SharePoint).

Dashboard Optimization

Existing dashboards crawling? We rebuild the SQL and redesign for clarity, typically cutting load times 80%+.

How we deliver

4 to 8 weeks typical. Discover → Build → Optimize → Handoff.

1

Weeks 1 to 2

Discover

Understand your data sources, the decisions you need to make, and the metrics that actually matter.

2

Weeks 3 to 5

Build

Design the dashboards, write the SQL, and test everything against your real data.

3

Weeks 6 to 7

Optimize

Tune load times, simplify filters, and handle the edge cases so it stays fast.

4

Week 8

Handoff

Train your team and document everything so you fully own it going forward.

Explore the process in detail

Click any phase to see exactly what we do and what you walk away with.

Phase 1 · Weeks 1 to 2

Discover

We understand your data sources, the decisions you need to make, and the metrics that actually matter, all before a single chart is built.

What we do

  • Map every data source that feeds the report: systems, tables, refresh cadence, and owners.
  • Interview the people who’ll actually use the dashboard to pin down the decisions it must support.
  • Agree on the handful of metrics that matter and lock their definitions.
  • Audit data quality and flag the gaps that would break trust later.

What you walk away with

  • A one-page metric definition sheet everyone signs off on.
  • A prioritized list of dashboards and views, sequenced by impact.
  • A clear data-source map with known risks called out.

Milestone

Scope, metrics, and success criteria approved before a single chart is built.

Tools & platforms

TableauPower BISQLExcelETL PipelinesData Storytelling

What good looks like

  • Leaders answer their own questions without waiting on an analyst.
  • Reporting cycles measured in seconds instead of days.
  • One number, trusted the same way across every team.
  • Fast, clean dashboards that stay reliable as your data grows.
“Fred did an excellent job of developing a clean, branded dashboard that gives multiple audiences a solid overview of our work.”
Leslie Tresun, Learning & Evaluation Specialist

Frequently asked questions

How much does a BI dashboard cost?

It depends on scope and data complexity. Most dashboard work falls between about $2,500 for a focused single-dashboard build and $30,000 or more for multi-source executive reporting with data modeling and automation. We agree a clear range with you before any work begins.

How long does a dashboard project take?

Most builds run 4 to 8 weeks from discovery to handoff, depending on how many data sources are involved and how clean they are. We scope the timeline with you before we start.

Do you build in Tableau or Power BI?

Both. We pick the tool that fits your stack and your team, and in many cases we work across both. The data model underneath matters more than the tool on top.

Why does nobody use our current dashboards?

Usually because they are slow, hard to navigate, or nobody trusts the numbers. We rebuild the data layer and simplify the design so the dashboard answers the question in seconds, which is what drives adoption.

Related work

Our published dashboards show this approach in practice, including a Financial Statement Overview that replaced a three-day manual reporting cycle, an E-commerce KPI dashboard for real-time performance tracking, and a Patient Assessment dashboard for a regional healthcare network.

Explore our success stories

Start the conversation

Ready to turn this into a plan?

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