Reporting Your Team Actually Trusts
Pipeline, revenue and operations numbers pulled from your CRM, finance and operational tools into one Power BI view. Reviews start with the numbers, not with someone's weekend of exports.
Core stackPower BI · Microsoft Fabric · SQL Server · Azure Data Factory · Azure Data Lake · Python · PostgreSQL · Microsoft Azure
When Reporting Needs Fixing
Dashboard work usually starts with a reporting problem people have lived with for months.
Moving from another BI tool?
If the job is moving existing reports from Tableau or another platform to Power BI, our BI migration service covers it.
BI platform migrationMonthly reporting is built from spreadsheets
Someone exports from three tools, pastes into a workbook and fixes formulas before every review.
Sales and finance show different numbers
Each team counts revenue its own way, so meetings start with arguing over which figure is right.
Leadership can't see pipeline and revenue together
Pipeline lives in the CRM and revenue lives in accounting. Nobody sees how one turns into the other.
Dashboards exist but nobody uses them
They were built around the data that was available rather than the decisions people make. Teams went back to spreadsheets.
Six Kinds of Reporting We Build
Pick one to see what it usually involves and how we typically build it.
Revenue and pipeline dashboards
Pipeline, win rates and revenue from HubSpot, Salesforce or Zoho CRM in one view, so forecasts rest on current deal data.
- Pipeline by stage and owner
- Win rate and deal velocity
- Forecast versus actual revenue
Finance and operations dashboards
Cash, margins, orders and delivery numbers from QuickBooks, Xero, Tally, Zoho Books or your SQL databases, without the month-end exports.
- Cash flow and receivables
- Margin by product or customer
- Orders, stock and delivery times
Data connections and modeling
Connecting each source and agreeing one definition of revenue, customer and deal, so every report counts the same way.
- Source connections and refresh schedules
- Shared metric definitions
- Data model design
Power BI in your apps and portals
Reports inside your own web app or customer portal, with each user seeing only their own data.
- Customer-facing reporting
- Row-level security
- Single sign-on with your app
Automated report delivery
Scheduled reports and alerts sent by email or Teams, so the right people see the numbers without opening a dashboard.
- Weekly and monthly report packs
- Threshold alerts
- Subscriptions by role
Rebuilding unused dashboards
Reworking dashboards nobody opens around the decisions people actually make, with fewer charts and clearer numbers.
- Usage and decision review
- Simpler layouts
- Retiring duplicate reports
Decisions First. Charts Second.
Every engagement follows the same problem-first Systems Engineering Method we use across AppPotter.
Start with the decisions
We ask who reviews what, how often and which numbers change what they do next.
Audit the sources
We check where each number lives, how clean it is and how often it can refresh.
Agree the definitions
Revenue, pipeline and customer are defined once with sales and finance, so the numbers match.
Build in increments
The first dashboard goes live early with real data. We extend from there.
Check the numbers
Figures are reconciled against your existing reports before anyone relies on them.
Support and adjust
We keep sources connected and update reports as your questions change.
What Changes When the Process Runs on the Right System
We agree on what to measure during discovery, so success is defined before the build starts, not after launch.
Before: Monthly reporting built from exports
After: Reports that refresh on an agreed schedule
Before: Sales and finance argue over the numbers
After: One agreed definition for every key metric
Before: Pipeline and revenue in separate tools
After: Pipeline and revenue in one view
Before: Dashboards nobody opens
After: Reports built around the decisions people make
Before: Reviews start with checking figures
After: Reviews start with what to do next
Chosen for Your Systems, Not Our Preferences
Power BI is our core reporting tool, connected to your CRM, accounting software and SQL databases. How often each source refreshes is agreed with you, based on what the decision needs and what the source allows.
Where we have the deepest production experience
- Power BIDashboards
- Microsoft FabricData platform
- SQL ServerData
- Azure Data FactoryPipelines
- Azure Data LakeStorage
- PythonData preparation
- PostgreSQLData
- Microsoft AzureCloud
Also used when the project calls for it
- Power BI ecosystem
- AI in Power BI
- Microsoft Power Platform
- Platforms we migrate from
- Data platforms
- Cloud
Senior Engineers, Directly Involved
- Founder-led delivery
Parth and Umesh are personally involved in every engagement.
From scoping the work to standing behind its outcome, backed by Parth's 14+ years of enterprise technology and delivery experience.
Meet our leadership - Current engagement · under NDA
A long-term software engagement with a US-based technology company.
Client identity and project details are undisclosed due to confidentiality obligations. We treat your work the same way.
See our approach
Ways to Work Together
- Advisory & Discovery
Short-term Strategy Engagements
For a focused, short-term engagement - an assessment, an architecture review, or technical due diligence - before any build begins.
- Comprehensive architecture reviews
- Due Diligence of your tech stack
- Roadmap and Estimation
- Fixed Price
Fixed Cost Model
For clearly-scoped integration or build work, where the outcome and boundaries are already well defined.
- Change Management process
- Milestone-based delivery
- Quality & SLA Commitments
- Dedicated Team
Dedicated Product Engineering Team
For long-term product or systems work - a sustained AppPotter engineering team working against your roadmap, not rotated project to project.
- Seamless onboarding and roadmap planning
- Fixed Monthly Retainer
- PO/Tech-lead Collaborations
Whichever structure fits, Parth and Umesh are personally involved, from scoping the engagement to standing behind its outcome.
Meet our leadershipPart of GTM Systems Engineering
The connective layer behind revenue automation, CRM engineering, AI-enabled GTM and integration engineering.
Power BI is our core tool. It connects to most CRM, accounting and database systems and fits well if you already use Microsoft 365.
Yes. We connect HubSpot, Salesforce or Zoho CRM with QuickBooks, Xero, Tally or Zoho Books and agree with you how deals map to invoices.
Refresh frequency is agreed per data source. Some sources refresh several times a day and others overnight, depending on what the decision needs and what the source allows.
This service builds new reporting from your source systems. BI platform migration moves existing reports from another tool to Power BI.
Yes. With Power BI Embedded, reports sit inside your portal or app and each customer sees only their own records.
Most start with a fixed-price first dashboard covering one area such as sales or finance. Further reports can be fixed price or covered by an ongoing support arrangement.
Tell Us Which Numbers You Need to Trust
We'll look at where your numbers come from today and tell you honestly what it takes to report on them properly.
Book a GTM Systems Assessment30-minute call · No obligation · No sales pitch