Power BI and Management Reporting for UK Organisations

Quantum Consultancy is a UK Power BI consultancy that turns scattered data into management information leaders can trust. We build Power BI reporting suites, KPI dashboards and automated data feeds that replace manual spreadsheets and month-end reconciliation, so your board sees accurate, up-to-date figures in the format it already uses.

DATA SOURCES Systems APIs Billing data Dataverse Finance data Excel SharePoint Automated refresh Management dashboard Revenue +12% Last refresh 07:00 REPORTING Manual spreadsheets Automated, trusted MI
Services

What our reporting consultancy covers

Power BI dashboards and reports

Executive, operational and finance dashboards built around the decisions your leaders need to make.

Management information (MI) reporting

Weekly and monthly MI packs that pull from one trusted set of data rather than hand-built spreadsheets.

Automated data feeds

Connections to your billing, finance and operational systems, including APIs and Dataverse, so reports refresh without manual effort.

Reconciliation and revenue assurance

Line-by-line reconciliation between systems, with drill-down into every discrepancy.

KPI frameworks

The right measures, definitions and targets, agreed with stakeholders before anything is built.

Board-ready and paginated reports

Print-ready finance and board reports that match the layouts your organisation already uses.

Our approach

How we work

  1. Understand

    We agree the decisions, KPIs and report layouts with the people who will use them.

  2. Connect

    We map and connect your data sources and build a clean, reliable data model.

  3. Build

    We develop dashboards and reports against your real layouts and test every figure against source.

  4. Automate and hand over

    We set up scheduled refresh, document the reports and train your team to own them.

Who it's for

Built for organisations outgrowing spreadsheets

Finance Directors, COOs and Heads of Operations in organisations of roughly 100 to 2,000 people, where reporting still relies on spreadsheets, manual exports and long month-end processes. We have particular depth in payments and fintech, telecoms, retail and financial services, and work with clients across the UK, on site and remotely.

Why Quantum

Why Quantum Consultancy

Client result

“Month-end reporting now takes less than an hour instead of 7-10 days.”

Nigel Tanner, CEO, European Information Technology Limited

Read the testimonial →

Built to your real layouts

We work to the reports your board already uses, so people adopt them straight away.

End-to-end Microsoft expertise

Power BI, Power Query, DAX, Dataverse, Power Automate and Report Builder.

Delivery discipline

As PRINCE2 Practitioners, we run reporting projects to agreed scope, time and budget.

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Engagement

Ways to engage

Fixed fee for a defined reporting suite, or day rate and retained support for ongoing development. Many engagements start with a short discovery to agree KPIs, data sources and report layouts.

FAQs

Frequently asked questions

Still have a question? Talk to us.

Book a discovery call
What does a Power BI consultant do?

A Power BI consultant designs and builds the data model, dashboards and reports that turn your raw data into management information. We also connect your data sources, automate refreshes and train your team to use and maintain the reports.

Can you connect Power BI to our existing systems?

Yes. We connect to finance, billing and operational systems through APIs, databases, Dataverse and Excel, and set up scheduled refresh so reports stay current.

How long does a Power BI project take?

A focused dashboard or MI pack can be delivered within weeks; a full reporting suite across several areas takes longer and is phased. We agree scope and timescale up front.

Can you rebuild our existing management reports?

Yes. We often rebuild spreadsheet or PowerPoint reports in Power BI, so the layout stays familiar but the figures update automatically.

Do we need Power BI licences?

Most organisations need Power BI Pro or Premium licences to share reports. We advise on the right licensing for your setup before we start.

How much does Power BI consultancy cost?

We work on day rate, fixed fee or retained terms, depending on the engagement. Book a discovery call and we will give you a clear quote.

Talk to a Power BI consultant

Book a discovery call