ERP Reporting Modernization
Modern reporting across your ERP stack—turn ERP, CRM, and finance data into Power BI dashboards your leadership can defend, without replacing your system of record.
ERP-native reports are brittle, slow to change, and rarely match the questions leadership asks this quarter. We rebuild the reporting layer in Power BI with a curated semantic model so finance and operations get self-service without abandoning your ERP.
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Common reporting gaps
- Exports and ad hoc spreadsheets that drift from finance definitions
- Reconciliation meetings because sales, ops, and finance use different cuts
- No clear owner for measures, refresh, or who can change a report
- Legacy Crystal, SSRS, or ERP-native reports that cannot answer this quarter’s questions
What Power BI adds
- A governed semantic model with finance-aligned measures
- Executive and operational dashboards on the same definitions
- Self-service drill paths without everyone rebuilding logic in Excel
- Refresh and lineage documentation IT and auditors can follow
Data model and refresh approach
Typical sources include curated ERP and subledger extracts, SQL views or replicas, warehouse tables, and finance-controlled datasets. We document lineage, schedule refresh you can operate month after month, and design models that survive real questions from ops and finance.
Governance and security
Row-level security when territories, plants, or divisions must stay separate. Workspace and access patterns sized for mid-market teams—not enterprise bureaucracy, but enough structure that numbers stay trustworthy.
Example dashboard themes
- Revenue, margin, and backlog aligned to how you recognize results
- Customer and product concentration for leadership reviews
- Operational views for fill rate, late orders, and inventory risk
Related
Manufacturing BI dashboards · CRM + ERP dashboards · Semantic model consulting · Book My BI Diagnostic