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.

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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

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