Practical Power BI & Microsoft Fabric consulting for operational teams
Turn messy ERP, CRM, finance, and spreadsheet data into dashboards your leadership team can trust. Aurea Quantra helps manufacturers, distributors, and mid-market businesses modernize reporting with clean semantic models, Power BI dashboards, lakehouse pipelines when scale demands it, and AI-ready data foundations.
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Your business data should not require detective work
Most growing companies hit the same reporting wall:
- ERP data lives in one system
- CRM activity lives somewhere else
- Finance still depends on spreadsheets
- Sales asks for different versions of the same number
- Leadership does not fully trust the dashboard
We clean up the reporting layer so teams reconcile less and decide more.
Reporting systems built for how you actually operate
- Executive KPI dashboards
- Sales and margin reporting
- ERP + CRM data models
- Sample-to-order conversion analysis
- Customer and distributor performance views
- Backlog, fulfillment, and operations dashboards
- Microsoft Fabric and Power BI semantic models
- Databricks, PySpark, and Apache Spark for lakehouse and pipeline work when BI needs scale
- AI-ready reporting foundations
Built by someone who has lived inside the systems
Aurea Quantra is not a generic dashboard shop. The work is grounded in operational BI across ERP, CRM, SQL Server, Power BI, finance, sales, production, and executive reporting—we care whether numbers reconcile, whether the model scales, and whether the dashboard survives real business questions.
From messy data to trusted reporting
- Assess — reports, sources, pain points, decision workflows
- Model — entities, metrics, relationships, semantic logic
- Build — Power BI dashboards and reusable measures
- Govern — refresh, security, ownership, definitions
- Enable — training and adoption
Real-world BI, not dashboard theater
A dashboard only works when the model underneath is trustworthy: source data, metric definitions, semantic models, refresh reliability, security, and executive usability.
See what operational BI can look like
Explore AQ PulseGrid (71 metros, Fabric embed) and our synthetic ERP/CRM walkthrough on the demo page—architecture and storytelling only, no client data.
View demo dashboard Open PulseGrid live
Selected outcomes
Manufacturing | ERP integration
B2B manufacturer (~150 employees), NetSuite + Salesforce: from heavy Excel packs to a single Power BI operational view with training and handoff.
Distribution | Data unification
Regional distributor (~80 employees), ERP + CRM + e-commerce: one semantic model so sales, ops, and finance align.
Services firm | Forecast accuracy
B2B services (~60 employees): forecast discipline improved after reporting aligned to one model.
Services at a glance
Power BI dashboard development
Executive-ready dashboards with clean measures, useful slicers, and a trusted semantic model.
ERP + CRM modernization
Operational, sales, customer, and finance data in one reporting layer.
Microsoft Fabric readiness
Models and data for Fabric, OneLake, pipelines, and AI-enabled analytics. Read more
Databricks, PySpark & Spark
Lakehouse tables, ETL/ELT notebooks, and Spark jobs that feed trusted Power BI and Fabric reporting—not orphan pipelines. Read more
BI governance & enablement
Metrics, ownership, refresh reliability, and training.
Full services detail · Packages & accelerators
Privacy & synthetic data: Public demos use invented businesses and synthetic datasets only. What you share in discovery stays confidential.
Ready to make reporting easier to trust?
Tell us about your systems and what you want on one screen—we will map the fastest path to cleaner dashboards.