Power BI Dashboards That Turn Data into Decisions
Power BI lets you combine data from CRM, ERP, spreadsheets and databases into interactive dashboards.
Xirgosoft designs data models and dashboards in Power BI, sets up refresh and access, and trains your team.
You get clear answers to your key business questions in one place.
From Raw Data to Dashboards People Trust
Most businesses already have the data they need. It sits in a CRM, an ERP, accounting software, spreadsheets and databases, and nobody has time to pull it together. Power BI connects those sources, shapes the data into a clean model and presents it as interactive dashboards that update automatically.
A good dashboard starts with questions, not charts. We begin by agreeing the decisions each team needs to make, such as which deals are at risk, which products are slowing down or where service tickets are piling up, then work backwards to the measures and visuals that answer them. We build a proper data model using Power Query and a star-schema approach, write DAX measures that are documented and reusable, and test numbers against your source systems so people can trust them.
Publishing and governance matter as much as design. We set up workspaces and apps, scheduled refresh through the on-premises data gateway where needed, and row-level security so each user sees only their own region, team or customers. We also choose between import and DirectQuery modes based on data size and freshness, and advise on licensing so you do not pay for more than you need.
For vTiger and other CRMs, we connect directly to the database or API, so sales and support leaders can see pipeline, activity, conversion and service metrics without exporting spreadsheets. After handover, we train your team to explore and extend the reports themselves.
What We Deliver
Dashboard Design
Clear, interactive reports for each team.
Data Modelling
Clean models with DAX measures you can trust.
Data Connections
CRM, ERP, SQL, Excel and cloud sources.
Scheduled Refresh
Gateways and refresh set up reliably.
Access & Security
Row-level security and workspace roles.
Training
Help your team explore and extend reports.
Key Benefits
One View of the Business
Combine CRM, ERP, finance and spreadsheet data in a single report.
Interactive Exploration
Users filter, drill down and slice data without waiting for analysts.
Automatic Refresh
Dashboards update on a schedule, so figures stay current.
Secure Sharing
Row-level security and workspace roles control who sees what.
Trusted Numbers
A tested data model and documented measures reduce disputes about figures.
Scales With You
Start with one report and grow to a full analytics environment.
How It Works
Data Sources
We identify and connect the data you need.
Model & Design
We shape the data and design clear visuals.
Build Dashboards
We build and test dashboards with your team.
Deploy & Train
We publish, secure access and train users.
Real-World Use Cases
Sales Performance
Pipeline, win rate and revenue by team and product.
Operations Overview
Stock, orders and delivery performance.
Finance View
Margins, cash and budget versus actual.
Common Challenges We Solve
Conflicting Spreadsheets
We replace competing spreadsheet versions with one governed dataset and a single definition for each metric.
Slow Reports
We optimise the model, measures and refresh strategy so reports open quickly even with large data.
Data Scattered Across Tools
We connect CRM, ERP, databases and files into one model with consistent keys.
Access Control
We implement row-level security so sensitive data is visible only to the right people.
Why Choose Xirgosoft
- Dashboards your team will actually use
- Clean, trusted data behind every chart
- Secure, role-based access
- Training and ongoing support
Our Process
- DiscoveryWe understand your business, workflows and goals.
- Planning & DesignWe define the solution, integrations and timeline.
- Build & IntegrateWe develop, configure, migrate data and test thoroughly.
- Launch & SupportWe go live, train your team and provide ongoing support.
Technologies & Platforms
Who This Is For
- Management teams that need regular, reliable reporting
- Sales leaders tracking pipeline and performance
- Operations teams monitoring orders, stock and delivery
- Finance teams comparing budgets with actuals
- Companies whose analysts spend days building manual reports
What Is Included
- Requirements and KPI workshop
- Data model design and DAX measures
- Dashboard design and development
- Gateway, refresh and security setup
- Documentation of measures and sources
- User training and support options
Frequently Asked Questions
Can Power BI connect to our CRM?
Yes. We connect to vTiger, Salesforce, Dynamics, HubSpot and others through databases and APIs.
How often does data refresh?
Refresh can be scheduled based on your needs and data source limits.
Can we control who sees what?
Yes. Row-level security limits data by user or role.
Do you train our staff?
Yes. We train your team to use and extend the reports.
What is the difference between import and DirectQuery?
Import loads data into Power BI for fast performance, while DirectQuery queries the source live. We choose based on data size and freshness needs.
Do we need Power BI Pro or Premium licences?
Sharing reports usually requires licences, and the right plan depends on users and data volume. We advise before you buy.
Can we embed reports in our own application?
Yes, using Power BI Embedded options, depending on your licensing and requirements.
How long does a first dashboard take?
A focused first dashboard can often be delivered in a few weeks once data access is in place.
Build your Power BI dashboards.
Talk to our experts today for a free consultation and quote.