Branchnode Technology
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← Analytics & Reporting
Power BIBusiness IntelligenceData Visualization

Power BI Dashboard Development Services

Custom dashboards that connect your data, visualize what matters, and refresh automatically — without spreadsheet chaos.

Excel gets the job done until it doesn't. When your reports take hours to update, break on merge, or only one person knows how to run them, it's time to move to Power BI. We design, build, and maintain custom Power BI dashboards that pull from your real data sources — SQL databases, APIs, CRM systems, or Excel files — and give your team clear visibility without the manual work.

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Sample Dashboards We've Built

Real client dashboards built in Power BI — marketing performance and business operations, each with live data connections and automated refresh.

app.powerbi.com/groups/marketing-performance
Power BI
Marketing Performance Overview Power BI Dashboard showing clicks by channel, leads by state map, sessions and leads over time, and landing page performance

Marketing Performance Overview Dashboard

app.powerbi.com/groups/operations-revenue
Power BI
Business Operations & Revenue Power BI Dashboard showing sales by rep and service line, monthly revenue trend, and KPI comparisons

Business Operations & Revenue Dashboard

What We Build

Executive KPI Dashboards

High-level scorecards showing revenue, growth, conversion, and operational metrics. Designed for leadership — one view, all the numbers that matter, no SQL required. We design these around the specific decisions your executive team makes, not a generic template.

Operational & Department Dashboards

Detailed dashboards for sales, finance, operations, HR, and supply chain teams. Drill-down filters, date comparisons, and team-level visibility. We build these to match how each department actually works — not how a dashboard vendor assumes they work.

Excel-to-Power BI Migration

We take your existing Excel reports — pivot tables, formulas, manual processes — and rebuild them in Power BI with proper data modeling, automated refresh, and a reliable foundation. Same information, zero manual work, accurate every morning.

SQL, API & CRM Connections

We connect Power BI directly to your data: SQL Server, PostgreSQL, Snowflake, Salesforce, HubSpot, Google Analytics, REST APIs, SharePoint, and more. One source of truth, always current. No more exporting and pasting between systems.

Data Modeling & DAX Measures

The visuals are only as good as the data model behind them. We build star-schema models, define DAX measures precisely, and document everything so dashboards are accurate, fast, and can be extended by your team without starting over.

Scheduled Refresh & Dashboard Maintenance

Dashboards go stale when they're not maintained. We configure automated data refresh so reports update themselves hourly or daily, and offer retainer-based support for ongoing updates as your data structure and business questions evolve.

Our Approach

1

Discover

We start by understanding your business decisions, not your data. Which KPIs matter? Who sees this report? How often does it change? Getting this right before touching a tool prevents the rework that kills most dashboard projects.

2

Model

Before any visuals, we design the data model. A well-structured star-schema model means accurate calculations, fast query performance, and a dashboard your team can extend without rebuilding from scratch.

3

Build

We build incrementally, sharing work-in-progress versions so you can give feedback before final delivery. No surprises at handoff — you see it as it takes shape.

4

Refresh & Handoff

We configure automated data refresh, document every measure and source connection, and train your team so they own the dashboard going forward. The goal is your independence, not ongoing dependency on us.

Deliverables

  • Custom Power BI dashboard (multi-page reports)
  • Data model design & documentation
  • DAX measure library with definitions
  • Gateway & scheduled refresh configuration
  • Source data connection setup
  • End-user training & documentation
  • 30-day post-launch support

Technologies

Power BI DesktopPower BI ServiceDAXPower Query (M)SQLREST APIsSharePointExcelSalesforceHubSpot

Frequently Asked Questions

What does a custom Power BI dashboard typically cost?
Most projects range from $3,000 to $12,000 depending on the number of data sources, complexity of data modeling, and number of report pages. We scope every project individually so you only pay for what you actually need.
How long does a Power BI project take?
Simple single-source dashboards: 2–3 weeks. Multi-source dashboards with DAX modeling and automated refresh: 4–8 weeks. Timeline depends heavily on how clean and accessible your source data is when we start.
Can you connect Power BI to our database or CRM?
Yes. We connect Power BI to SQL Server, PostgreSQL, MySQL, Snowflake, Salesforce, HubSpot, Google Analytics, SharePoint, REST APIs, Excel files, and most other common data sources.
Do you handle data modeling or just the visuals?
Both — and the data model matters more than the visuals. A bad model produces wrong numbers no matter how good the charts look. We design proper star-schema models and define DAX measures precisely before touching a single visual.
Can you migrate our Excel reports to Power BI?
Yes. Excel-to-Power BI migration is one of our most common engagements. We replicate your existing logic, eliminate manual update steps, and configure automated refresh so the report updates itself every morning.
How does scheduled refresh work?
We configure Power BI Gateway to connect to your on-premise or cloud data sources and refresh dashboards automatically — hourly, daily, or on whatever schedule your business needs. No one has to remember to run a report.
Can Power BI dashboards be embedded in our website or portal?
Yes. Power BI Embedded allows reports to be integrated into your own web applications or customer portals, white-labeled with your branding. We handle the embedding setup and authentication.
Do you offer maintenance after the dashboard goes live?
Yes. Data structures change, business questions evolve, and new sources get added. We offer retainer-based maintenance so your dashboards stay accurate and current as your business grows.

Part of our Analytics & Reporting practice

Full Analytics & BI Development

Power BI is one tool in our analytics toolkit. We also build in Tableau, Looker, and Metabase — and handle the full data stack from pipeline to presentation.

See all analytics services →

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