Sage 100 Power BI Integration

Sage 100 Power BI integration consulting

Connect Sage 100, SQL Server, CRM, and operational data into Power BI dashboards finance, sales, and operations can agree on.

Book a discovery call   See synthetic demo

Common Sage reporting challenges

  • Static spreadsheets that break when the business changes
  • Limited drill paths for margin, backlog, or customer concentration
  • Hard to combine Sage with CRM or ecommerce signals
  • Refresh and ownership unclear to business users

What Power BI adds

  • Certified measures for revenue, margin, backlog, and inventory
  • Drillable views for customer, item, and rep
  • Automated refresh with governance documentation
  • Optional path to Microsoft Fabric / OneLake when you are ready

How we work with Sage 100 data

We map your SQL views or extracts, define conformed dimensions, and build a semantic model that mirrors how you run the business—not just how tables are joined.

Governance and security

Row-level security, data refresh cadence, metric ownership, and reconciliation checks are designed in—not bolted on after go-live.

Ready for a discovery call?

Tell us your Sage modules, reporting gaps, and the decisions you need dashboards to support.

Book a discovery call

(312) 600-7124