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

Manufacturing BI dashboards · CRM + ERP dashboards · Semantic model consulting · Book My BI Diagnostic