Hours spent combining spreadsheets
Reduce recurring copying, cleanup, and consolidation work.
Power BI consulting and reporting automation
Turn Manual Reporting Into Decision-Ready Dashboards
NerdOrGeek helps growing businesses replace repetitive Excel reporting with automated Power BI dashboards, reliable calculations, and clearer visibility into sales, profitability, customers, inventory, and operations.
Start with an affordable monthly partnership or a defined dashboard and automation project.
Founder-led deliveryEnterprise analytics experiencePower BI, SQL, Snowflake, DAX and ExcelFlexible project and monthly options
Problems and business outcomes
Has Your Business Outgrown Its Reporting Process?
Useful data often exists, but it is scattered across files, systems, exports, and inherited formulas.
Conflicting totals and undocumented formulas
Create reviewed calculations and clearer reporting logic.
Reports arrive after decisions are already made
Provide management with more timely, refreshable reporting.
Data is scattered across files and systems
Bring approved information into one consistent management view.
Reporting depends on one employee
Add documentation and reduce dependence on institutional knowledge.
Growth has made the current process difficult to maintain
Build a reporting foundation that can expand with the business.
Dashboard and industry use cases
Reporting Concepts for Operational SMBs
Power BI dashboard development works best when it starts with familiar management questions: what sold, what changed, what is late, and what needs attention.
Distributors and Wholesalers
Sales, margin, customer, product, inventory, route, territory, and vendor reporting.
Multi-Location and Operational Businesses
Location performance, staffing, workload, productivity, exceptions, and management reporting.
Accounting and Professional-Services Firms
Revenue, profitability, work in progress, receivables, client activity, deadlines, and staff capacity.
Other established businesses with recurring spreadsheet-heavy reporting may also be a fit.
Pricing
Two Flexible Ways to Improve Your Reporting
Start with a month-to-month reporting partnership or choose a defined dashboard and automation project. Larger or more complex needs receive a custom written scope.
Reporting Automation Partnership
Starting at $750/month
Month-to-month — the first monthly payment begins the engagement
A flexible starting option for businesses that need help reviewing, troubleshooting, maintaining, and gradually improving recurring reports without making a large initial commitment.
- Review of the current reporting process
- Automation recommendations
- Existing report or dashboard troubleshooting
- Small report improvements
- Calculation and reconciliation review
- Basic documentation
- Ongoing reporting guidance
- Limited monthly automation and enhancement capacity
- One active request at a time
The $750 monthly starting rate allows clients to submit unlimited small-report and revision requests, completed one request at a time within the agreed monthly capacity. Custom APIs, major system integrations, new dashboards, and larger multi-report implementations are quoted separately.
Operational Dashboard Solution
Starting at $2,000
Most contained projects: $2,000–$5,000
A defined project for businesses that need a new Power BI dashboard, one or more recurring reports automated, or a contained operational reporting solution.
- Reporting requirements and KPI definitions
- Data preparation and modeling
- Power BI dashboard development
- Calculation validation
- Agreed report pages
- Stakeholder review
- Basic documentation and training
- Delivery or deployment planning
Projects involving several reports, multiple systems, substantial data cleanup, custom APIs, advanced security, gateway configuration, or extensive stakeholder requirements may exceed $5,000.
Optional ongoing support is available after launch, starting at $750 per month for a defined support scope.
Final pricing depends on report count, data quality, number of sources, calculation complexity, refresh requirements, security, documentation, integrations, support expectations, and stakeholder review cycles. Each engagement receives a written scope and estimate before work begins.
FAQ and contact
Ready to Simplify One Recurring Report?
Do visitors need to understand Power BI before contacting NerdOrGeek?
No. The first conversation is about the business problem, the current reporting process, and whether a reporting automation partnership or defined dashboard project makes sense.
How do you keep pricing competitive?
NerdOrGeek operates with lower overhead than a large consulting firm and uses reusable development practices and carefully controlled AI-assisted tools to reduce repetitive coding, documentation, and testing work. Every deliverable remains subject to human review, data validation, and client approval. Client-sensitive data is not submitted to external AI services without explicit approval and an agreed data-handling process.