Data Analytics – Power BI Dashboarding
One of the keys to success in business is being able to make more good decisions than bad ones over time. The main question then becomes how you inform those decisions. Sapling’s Business Intelligence (BI) services are designed to assist you with using your data to inform your decisions and measure performance, as opposed to just collecting it.

We will help your business to digitally transform your planning and reporting capabilities, by bridging the gap between finance and IT. Any organization has several software systems and data sources (accounting system, ERP, CRM, HR, inventory management, operational logs, etc.). Depending on the size and volume of your business, the data encompassed in these systems could be very large, on the order of millions of rows, beyond the capabilities of Excel. Often, the data is also siloed, since the systems are not integrated. This combination usually results in your finance team spending extensive amounts of time manually producing reports, and generally spending more time producing reports than interpreting the data.

Sapling’s approach to dashboarding begins with Defining the Key Performance Indicators (KPIs), by working with your company to gain access to your data systems and to determine where the data exists to support certain KPIs. We also use our finance and consulting experience to suggest KPIs that may be useful today and down the road as your company is growing.

The next step in the process is Automating the Data, which begins through data extraction from your company’s various systems, which may involve coding custom API calls, establishing database server connections, and processing emailed .csv reports. We then build a database that will serve as a “data warehouse”, hosting the automatically fed and updated data.

The last phase is Building the Dashboard. Our dashboards are designed to support drill down capability, offer real-time insights, and consolidate information from multiple data systems. We build different dashboards for different members on your team: the CFO, the COO, GP Investment Team, Regional Manager, etc. We primarily use Power BI, as well as Tableau, to create custom dashboards that provide a clear view of your business performance.

We work closely with you to identify the key metrics that matter most to your business, and we design custom dashboards that provide insights into these metrics. We believe in delivering high-quality results quickly, so you can start using your dashboards to make informed decisions as soon as possible.

Our Power BI Dashboarding service provides a powerful way to digitally transform and automate your planning and reporting capabilities. With our expertise and tools, you can gain real-time insights into key business metrics, and make informed decisions faster than ever before. Our team is a full-stop shop providing you with the full 360 financial and IT in-house expertise needed to create the dashboards you need.

Who It’s For
  • Chief Financial Officer (CFO)
  • Chief Restructuring Officer (CRO)
  • Entrepreneur / Business Owner / Chief Executive Officer (CEO)
  • Private Equity Partner/Associate
  • Professional Service Provider - Referral
  • Professional Service Provider - White Labelling
Ready to Work with Sapling?

We build best-in-class, custom financial models so you can make better decisions for your business