Turn Your ERP and CRM Data Into Dashboards People Actually Use
Custom Power BI dashboard development for US and Canadian businesses — real-time visibility into sales, finance, and operations, built on the data you already have.
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The Data Exists — It’s Just Not Visible
Most businesses running Business Central, NetSuite, Dynamics 365 Sales, or Field Service already have the data they need to make faster decisions — it’s just scattered across systems, buried in exports, or trapped in static end-of-month reports. Power BI connects directly to the systems you already run and turns that operational data into live dashboards — but a generic dashboard built without understanding your actual business questions is just a different kind of report nobody opens.
What We Build
- Sales and Pipeline Dashboards: Real-time opportunity funnels, revenue forecasts, and rep or territory performance, pulled directly from Dynamics 365 Sales.
- Financial Dashboards: Live P&L, cash flow, and budget-vs-actual reporting sourced from Business Central, NetSuite, or F&O.
- Operational Dashboards: Inventory levels, order fulfillment, technician utilization, and SLA compliance for field service and supply chain teams.
- Executive Dashboards: A single cross-functional view combining sales, finance, and operations data for leadership.
Where Code N Consult Adds Value
| Requirement | What It Takes |
|---|---|
| Connecting Power BI to your ERP/CRM data source | Data source configuration and refresh scheduling |
| Dashboards that match your actual decisions | Discovery to identify the KPIs that matter to your team, not generic templates |
| Combining data across multiple systems | Data modeling across Business Central, CRM, or NetSuite in one report |
| Row-level security by role or territory | Custom security configuration so each user sees only what’s relevant |
Our Approach
- Discovery: We identify the actual decisions your team is trying to make, not just the data available.
- Data Modeling: Structuring your ERP/CRM data for reliable, fast reporting.
- Dashboard Build: Report and dashboard development against your real KPIs.
- Training: So your team can extend and adjust reports themselves over time.
Frequently Asked Questions
Does Power BI work with Business Central and NetSuite?
Yes. Power BI has native or near-native connectivity to Business Central, and connects to NetSuite through standard connectors and API-based integration.
Can one dashboard combine data from both our CRM and our ERP?
Yes — this is one of the most common requests we build. Combining CRM pipeline data with ERP financial data gives leadership a single, accurate view instead of two disconnected reports.
Ready for Dashboards Your Team Will Actually Use?
See how this kind of visibility played out for a real client in our Case Studies, or explore our full range of services.