Power BI consulting and reporting automation
NerdOrGeek helps growing businesses clean up Excel, QuickBooks, CRM, ERP, and operational reporting with focused Power BI dashboards, validated calculations, documentation, and practical handoff.
Start with one high-value reporting workflow, then expand into automation, training, and ongoing support as needed.
The MVP offer
Not every reporting problem needs a large analytics project. Start with one recurring report that matters. NerdOrGeek reviews the current workflow, builds a focused Power BI dashboard, validates the numbers, and documents the process so your team can use, maintain, and expand it.
A focused Power BI engagement for one recurring reporting workflow.
Problems and business outcomes
Recurring reports often become harder to trust as the business grows, systems change, and spreadsheet work spreads across teams.
Reduce recurring copying, cleanup, and consolidation work.
Review data sources, calculations, and reporting logic.
Give management clearer visibility before it is too late to act.
Bring useful reporting information into one consistent view.
Add documentation and reduce reliance on institutional knowledge.
Build a reporting foundation that can expand with the business.
Dashboard and industry use cases
The best first project is usually not a massive analytics transformation. It is one recurring report that leadership already depends on.
Revenue, job status, labor, dispatch, estimates, invoices, and margin reporting.
Sales, margins, customer, product, inventory, purchasing, and route reporting.
Revenue, profitability, work in progress, receivables, client activity, deadlines, and staff capacity.
Also relevant for property management, multi-location operations, logistics, delivery, dispatch, construction, project, and job-costing teams.
Example engagement
A growing service business manually updates weekly revenue, job status, and labor reports in Excel. NerdOrGeek reviews the current workflow, imports or connects the relevant data, builds a focused Power BI dashboard, validates totals against the existing report, and provides documentation so the team can maintain or expand it later.
This is an illustrative example, not a client case study.
Pricing
Most businesses should begin with one defined reporting workflow. After launch, ongoing support is available for maintenance, troubleshooting, documentation, improvements, and additional reports.
Starting at $2,000
Most contained pilots range from $2,000-$5,000
A defined Power BI dashboard project for one recurring report or reporting workflow. Best for businesses that want to improve reporting accuracy, reduce manual spreadsheet work, and create a dashboard their team can actually use.
Most contained pilots range from $2,000-$5,000 depending on data quality, data sources, calculations, access, and deployment needs.
Starting at $750/month
Monthly support after launch or for small reporting needs
Monthly support for maintaining dashboards, troubleshooting refresh issues, improving reports, reviewing calculations, updating documentation, and planning future reporting improvements.
Ongoing support is a defined monthly capacity plan. It does not include unlimited dashboard builds, major integrations, or large multi-report implementations unless covered by a larger written scope.
Final pricing depends on report count, data quality, number of sources, calculation complexity, refresh requirements, documentation, integrations, support expectations, and stakeholder review cycles. Each engagement receives a written scope and estimate before work begins.
FAQ and contact
No. Most projects start with an existing report, spreadsheet, export, or recurring management question. The first step is identifying which report is worth turning into a dashboard.
No. The pilot is designed to solve one immediate reporting bottleneck and create a cleaner handoff for your team. Some businesses use it before a larger reporting investment; others use it to support an existing employee.
Yes. Many MVP projects start with Excel, CSV, QuickBooks exports, or other files before moving into more automated connections later.
By starting with a defined scope, limiting the first project to one reporting workflow, and focusing on the dashboard, validation, documentation, and handoff that matter most.
We may use modern tools and AI-assisted internal workflows to improve speed, organization, and documentation quality. Sensitive client data should not be submitted to public AI tools, and project data handling is scoped to the engagement.