Power BI Dashboards and Advanced Templates for Businesses

ConsultBI is a consulting firm specializing in Business Intelligence and Power BI, focused on helping companies make decisions with real data and not with intuitions.

We accompany you throughout the data cycle: from structuring and automating reporting to creating professional dashboards and data models optimized for management, finance, operations, or sales.

You can work with us in two ways:

• · Power BI templates ready to use (free and advanced), to obtain quick results with minimal implementation.
• · Complete consulting in Power BI, where we connect your ERP, CRM, spreadsheets or SQL databases and build a reporting system adapted to your reality.

Our approach is practical: tangible results, much shorter reporting times, and a clear vision of the business.

Power BI allows you to centralize the company's key information — finance, sales, production, operations, HR, etc. — in a visual, dynamic, and easy-to-use environment.

The most relevant benefits at the business level are:

• · Data-driven decisions, with clear and updated KPIs.
• · Reduction of time spent preparing manual reports in Excel.
• · Global vision of the business, with dashboards shared between teams.
• · Fewer errors in reporting and more traceability.

Being part of the Microsoft ecosystem, Power BI integrates naturally with Excel, Teams, SharePoint, OneDrive, and Dynamics 365, facilitating adoption by teams.

It is not necessary to have a BI department to start. Most of the companies we work with do not have specific technical profiles.

At ConsultBI we take care of the entire process:

• · Connection to your data sources (ERP, CRM, Excel, Google Sheets, SQL databases, etc.).
• · Cleaning and modeling of the data so that it is consistent and reusable.
• · Automation of updates and key calculations.
• · Dashboard design with the indicators and views that you really need on a day-to-day basis.

Once the solution is implemented, we can train your team to be autonomous in consulting information and making small adjustments.

Power BI templates are recommended when you already work with data in Excel or have a basic information structure. They allow you to:

• · Start quickly with pre-configured dashboards.
• · Analyze income, expenses, profitability, or key indicators without starting from scratch.
• · Test Power BI in the company with a very contained investment.

The complete consulting in Power BI is more suitable when you need to:

• · Integrate data from various systems (ERP, CRM, warehouse, production, etc.).
• · Define specific KPIs for your business model.
• · Maximize the automation of data flow and reporting for management.

The two options are compatible: you can start with templates and, when the volume or complexity grows, evolve to a custom consulting project.

We work with companies that want to professionalize their data analysis and reporting, including:

• · Industrial and service SMEs that need to control margins, costs, and profitability by line of business.
• · Financial teams that want to automate closings, forecasts, and scorecards for management.
• · Commercial departments that want to track the evolution of sales, customers, and opportunities.
• · Consultants and firms that are looking for internal dashboards or reusable solutions for their clients.

Our work adapts to both Excel-based structures and environments with ERP, CRM, and SQL databases.

Yes. Power BI integrates with most management solutions that companies use on a daily basis.

We usually connect:

• · Excel files, Google Sheets, and other flat sources.
• · Databases such as SQL Server, MySQL, or PostgreSQL.
• · ERP and CRM (SAP, Dynamics 365, Odoo, Zoho, HubSpot, etc.).
• · E-commerce platforms such as Shopify or WooCommerce.

The goal is to concentrate all relevant information in a centralized dashboard, accessible to management and key teams.

We operate mainly from Valladolid, Spain and work on consulting in Spanish for companies with activity in the national territory, although we work completely remotely.

We can also work in English and study projects for companies from other countries, but in those cases it is necessary to request availability in advance and validate requirements, schedules, and scope.

In parallel, our Power BI templates are available in Spanish and English and can be used from any country, without geographical limitation.

Companies that work with us usually see clear improvements in a short time:

• · Less time invested in preparing manual reports and dashboards.
• · Greater visibility on income, expenses, margins, and productivity.
• · Better alignment between management and departments thanks to a single "data language."
• · Fewer errors and more confidence in the information used to decide.

We do not limit ourselves to designing graphics: we build a stable analytical environment that accompanies the growth and decision-making in the company.