Stop spending hours in spreadsheets. Trackfinance designs and builds Power BI dashboards connected to your Exact Online data—tailored to your KPIs, validated against the source, and ready to use.
A Power BI setup that your team can rely on:
We tailor the scope to your organisation. Common dashboards include:
Kick-off & Dashboard Vision
We begin with an engaging kick-off session and brainstorming workshop to define key business questions and prioritize KPIs. This is followed by a comprehensive blueprint of the delivery process.
Data Connections & Dataset Build
Our team connects your data, creates the dataset, and builds a robust data model. We conduct thorough validation to ensure data quality and completeness.
Dashboard Design (Visuals & Layout)
We translate your data into a clear and professional dashboard experience, focusing on intuitive visuals and an optimal layout.
Concept Review with Client
We conduct a detailed walkthrough with stakeholders to identify any missing insights and areas for improvement.
Improvements & Iterations
Based on feedback, we implement necessary improvements and optimize the layout. We work in short iterations until all goals are achieved.
Final Acceptance & Handover
The final dashboard is launched and goes live, ready to provide valuable insights and drive your business forward.
Implementation (fixed fee)
The dashboard setup is delivered as a one-time fixed-fee project: scoping, KPI definitions, data modelling, build, validation, and handover.
Hosting (recurring fee)
If you want Trackfinance to host and manage the solution (refresh, access, monitoring and support), we offer hosting for a recurring fee. Hosting is scoped based on refresh frequency, number of users and support level.
In short: fixed-fee setup, optional recurring hosting.
A personal conversation to understand your needs and see if Trackfinance is the right fit. Practical, audit-driven, and focused on clarity.