Your data, made clear.

Dashboards and reporting
that actually drive decisions.

We build custom Power BI dashboards and web-based reporting tools for businesses that are tired of guessing. No templates. No fluff. Just the numbers you need to run your business.

Book a Free Discovery CallSee What We Build

What We Build

Everything your business needs to see clearly

Dashboards

Business Performance Dashboards

Revenue, expenses, team utilization, and KPIs — all in one real-time view built around how your business actually operates.

Financial Reporting

P&L statements, cash flow tracking, budget vs actuals, and margin analysis — automated and always up to date so you stop chasing spreadsheets.

Sales & Pipeline Analytics

Track your sales pipeline, client acquisition cost, and conversion rates. Know where your revenue is coming from and where it's leaking.

Data & Integrations

Custom Data Visualizations

Power BI, web-based React dashboards, or automated email reports — built to fit your stack and integrated with the tools you already use.

Data Consolidation

Pulling data from multiple systems into one view. QuickBooks, Salesforce, Google Sheets, Excel, CRMs — we connect them so you don't have to.

Automated Reporting

Scheduled reports delivered straight to your inbox. Weekly summaries, monthly snapshots, and real-time alerts — so your team stays informed without logging into anything.

Integrates with QuickBooks, Salesforce, HubSpot, Google Sheets, Microsoft 365, and more.

Who We Work With

Built for businesses that run on data

Accounting & Finance

Revenue tracking, client profitability, engagement pipeline, and staff utilization dashboards built for firms managing multiple client accounts.

Real Estate

Deal pipeline tracking, property performance analytics, commission reporting, and market trend visualizations for brokerages and property managers.

Healthcare

Patient volume tracking, revenue cycle dashboards, appointment analytics, and operational efficiency reporting for clinics and practices.

Small & Mid-Size Businesses

Sales dashboards, financial reporting, operational KPIs, and team performance tracking — tailored to your business, not a generic template.

How It Works

A clear process from start to finish

No long-term contracts. No vague deliverables. Just a clear process that gets your dashboards live.

01

Discovery Call

Free 30-minute call. We learn your business, your data sources, and what decisions you need help making.

02

Scoping & Design

We map out the dashboard, select the right platform (Power BI or custom web), and present a build plan with a fixed price.

03

Build & Deliver

We build, test, and deploy your dashboard. Your team gets a live training session and documentation.

04

Ongoing Support

We monitor post-launch, handle updates, and check in quarterly to identify new reporting opportunities.

Pricing

Transparent pricing. No surprises.

Choose the engagement that fits your business. Every option starts with a free discovery call.

Get Started

Starter Dashboard

$1,500–$3,000

Single dashboard with up to 3 views, connected to one data source.

  • Single Power BI or web dashboard
  • Up to 3 views / pages
  • One data source connection
  • 30-minute training session
Get Started
Most Popular

Custom Dashboard

$3,000–$7,500

Multi-page Power BI or web-based dashboard with multiple data sources and training.

  • Multi-page dashboard
  • Multiple data source integrations
  • 1-hour training session
  • Full documentation
Book a Discovery Call
Enterprise

Enterprise Dashboard

$7,500+

Complex reporting with AI-powered insights, multiple integrations, and custom web app.

  • Advanced reporting & AI insights
  • Multiple system integrations
  • Custom web application
  • Dedicated onboarding & training
Get Started
Ongoing

Monthly Support

Monthly maintenance, updates, monitoring, and quarterly check-ins. Keep your dashboards running smoothly as your business grows.

Get Started

Final pricing is confirmed after the discovery call based on complexity and data sources. A 50% deposit is required to begin the build.

Who We Are

Small team. Big results.

Three co-founders with years of experience working alongside executives and senior leadership. We bridge the gap between your data and the decisions it should be driving.

Tavish

Tavish

Lead Consultant

Tavish leads client engagements from the front. With years of experience communicating directly with executives, he translates complex data into clear, actionable strategies that leadership can get behind.

Ben

Ben

Lead Engineer

Ben architects and builds the dashboards and data pipelines that power every engagement. From Power BI to custom web apps, he turns complex technical requirements into reliable, scalable systems.

Henry

Henry

Strategy Lead

Henry works directly with business leadership to identify where better data visibility can have the biggest impact. He scopes engagements and ensures every dashboard maps back to real business outcomes.

Why work with us?

Big firms send junior consultants. We show up ourselves. When you work with SimplifyBI, the founders are in the room — building your dashboards, training your team, and available when you have questions six months from now.

Direct founder access
No handoffs or middlemen
Tailored to your business

Get Started

Ready to see your business clearly?

Book a free 30-minute discovery call. We'll map your data and show you exactly what a dashboard could look like for your business.

We'll respond within 48 hours.