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Power BI solutions for technology companies

Technology companies have plenty of data, but it’s scattered: CRM, billing, project management, support and the product database are separate worlds. We combine them to show growth and profitability on the same screen.

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Common challenges

Disconnected tools

CRM, billing, project and support systems produce separate reports, with no single customer view.

Inconsistent SaaS metrics

Metrics like MRR, churn and customer acquisition cost are calculated differently by different teams.

Unclear project profitability

Effort spent and amounts billed aren’t regularly compared per project.

Reports we build

SaaS metrics

MRR and ARR
Churn and net revenue retention
Customer lifetime value

Sales pipeline and CRM

Opportunity stages
Win rate
Sales cycle length

Projects and resources

Billable utilization
Project profitability
Resource allocation

Product usage analytics

Active users
Feature adoption
Usage vs. churn

Support and SLA

Ticket resolution time
SLA compliance
Customer satisfaction

Finance and budget

Revenue and expense trends
Budget vs. actual
Cash position

Typical data sources

CRM (HubSpot, Salesforce, Dynamics 365)
Jira
Azure DevOps
Support systems
Billing systems
Application databases
Google Analytics 4

Frequently asked questions

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Should we connect our product database directly to Power BI?

To avoid loading the live application database with reporting queries, we usually recommend a replica or a separate reporting layer. We choose the approach based on your data volume.

Can we embed Power BI reports in our own application?

Yes, reports can be embedded in your application with Power BI Embedded. We evaluate the licensing and security setup based on your needs.

Let’s talk about what your data can do

In a short intro call we’ll listen to your needs and work out together where it makes sense to start with Power BI. The call is free.

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