Outsourced Power BI reporting · Toronto, serving all of Canada
Your numbers, in Power BI — without hiring a BI team.
NorthPeak BI builds and runs Power BI reporting for small and medium businesses. You get dashboards your team actually opens, refreshed automatically, maintained month after month — for less than a part-time hire.
Power BI ›Sales Performance.pbixExportShare↻ Refresh
Interactive sample report — 4 pages of deep-dive analysisFlip pages with the tabs below ↓
Sales Performance Overview
Last refreshed: 10/26/2026 6:00:14 AM · Data sources: ERP, CRM
Fiscal Year
FY 2026
Region
All
Channel
All
$482.15K
Revenue
Goal: $450.00K▲ 107.14%
38.60%
Gross Margin %
Goal: 37.00%▲ 1.60 pts
1,204
Open Orders
vs last month ▼ 3.10%
Revenue and Target by Month⤢ ···
Revenue by Channel⤢ ···
Direct 46%
Wholesale 32%
Online 22%
Revenue by Region⤢ ···
Ontario$186K
British Columbia$112K
Alberta$84K
Quebec$61K
Note: Sample report shown with illustrative dataPage 1 of 4 · Overview
Sales Detail
Drill-down by category, channel, product & rep · October 2026
Category
All
Channel
All
$412.09
Avg Order Value
Goal: $400.00▲ 3.02%
1,170
Orders Completed
Goal: 1,100▲ 6.36%
2.14%
Return Rate
Goal: < 2.50%▼ 0.36 pts
Revenue by Category and Channel ($K) — Matrix⤢ ···
Category
Direct
Wholesale
Online
Total
Furniture
78
62
28
168
Electronics
58
38
28
124
Lighting
36
24
22
82
Accessories
28
16
14
58
Services
22
14
14
50
Total
222
154
106
482
Top 5 Products by Revenue⤢ ···
Ergo Standing Desk$48.2K
Aura Ergo Chair$41.8K
Modular Shelving$36.5K
Lumen Task Light$29.4K
Studio Monitor Arm$24.1K
Revenue by Sales Rep⤢ ···
Rep
Orders
Revenue
Sarah Chen
284
$118K
Marcus Lee
261
$104K
Priya Patel
238
$97K
Jordan Ellis
204
$86K
Alex Tremblay
183
$77K
Total
1,170
$482K
Deep dive: the matrix cross-filters the product & rep visualsPage 2 of 4 · Sales Detail
Product & Margin
Where profit is made — and where it leaks · October 2026
Category
All
Region
All
$186.11K
Gross Profit
Goal: $166.50K▲ 11.78%
38.60%
Gross Margin %
Goal: 37.00%▲ 1.60 pts
$168.00K
Top Category · Furniture
Share of revenue 34.85%
Gross Margin % by Category⤢ ···
Gross Profit by Category⤢ ···
Furniture$53.8K
Electronics$50.8K
Lighting$31.2K
Services$29.5K
Accessories$20.9K
Total gross profit $186.1K — Furniture + Electronics deliver 56% of it.
Category Detail⤢ ···
Category
Revenue
Margin
Profit
Furniture
$168K
32.0%
$53.8K
Electronics
$124K
41.0%
$50.8K
Lighting
$82K
38.0%
$31.2K
Accessories
$58K
36.0%
$20.9K
Services
$50K
59.0%
$29.5K
Total
$482K
38.6%
$186.1K
Deep dive: Services is small but highest-margin at 59.0%Page 3 of 4 · Product & Margin
Trends & Forecast
Year-over-year growth & 3-month forecast · May 2026 – Jan 2027
Compare to
Prior Year
Forecast
3 months
+17.0%
YoY Growth · Oct
Prior year: $412.00K
+4.6%
MoM Growth · Oct
September: $461.00K
$499K
Forecast · Nov 2026
Range: $478K – $520K
Revenue vs Prior Year by Month⤢ ···
Forecast — Next 3 Months⤢ ···
Forecast (dashed) uses the May–Oct trend in Power BI’s built-in forecasting.
Key Insights — Smart Narrative⤢ ···
October beat target by $32.2K — the 3rd straight month above the $450K target.
Growth is broad-based: revenue is up YoY in every month from May to Oct (+16% to +17%).
Forecast stays above target through January, if the current trend holds.
Deep dive: forecast & YoY — the view behind the monthly reviewPage 4 of 4 · Trends & Forecast
Page 1 of 4
7,000+
Monthly opens of the enterprise reporting suite our founder runs today
6
Business domains consolidated into one trusted reporting source
10 hrs → 1 hr
Weekly manual reporting effort after automation — the same playbook, applied to your business
100%
Remote delivery across Canada, with bank-grade validation on every number
Reporting you don’t have to chase, fix, or rebuild
Most SMBs don’t need a data department. They need their sales, operations, and finance numbers in one place, correct, and current. That’s exactly what we build and run for you.
Power BI dashboards
Decision-ready dashboards for owners and managers — sales, margin, inventory, operations, and finance in one view.
Built around the KPIs you actually run the business on
Data modelling done properly, so numbers reconcile
Launch training so your team uses it from day one
Automated reporting
Replace the weekly spreadsheet scramble. We connect your sources once and your reports refresh themselves.
Excel, SQL databases, accounting and CRM exports, and more
Scheduled refresh with monitoring and failure alerts
Validation checks so a bad number never reaches your inbox
Managed reporting service
An ongoing reporting partner, not a one-off project. We maintain your reports and send you what changed — and why.
Maintenance, refresh monitoring, and small changes handled
Monthly insights summary and review call on Growth plans
New reports and deeper analysis on Partner plans
The real product is better decisions
A BI solution isn’t about prettier charts. It’s about walking into strategy, pricing, and hiring decisions with the number in front of you instead of a gut feeling — and spotting problems while they’re still small enough to fix. Here’s what that looks like in practice:
“Are we actually on track this quarter?”
Revenue vs target, updated every day. The sample report shows $482K against a $450K goal — 107% of target, visible in the month it happens, not discovered at year-end.
“Which product lines deserve more investment?”
Gross margin by category. Services earns 59¢ of gross profit per revenue dollar; Furniture earns 32¢. Growth budget follows the margin — not just whoever sells the most.
“Where should we expand — or hire — next?”
Revenue by region, side by side. Ontario brings in $186K, roughly 3× Quebec’s $61K. Whether that gap means “invest where it’s working” or “fix what’s lagging,” it’s a number you can plan around — not a hunch.
“What does next quarter look like if nothing changes?”
A rolling 3-month forecast. The trend projects $499K → $512K → $534K over the next three months, so hiring, inventory, and cash decisions happen ahead of the curve instead of behind it.
The questions and figures above come from the sample report at the top of this page. Your dashboard answers the same questions with your own numbers.
90%
Less time building reports
Automation we’ve delivered cut weekly manual reporting from 10+ hours to about 1 hour — time your team gets back for work that actually grows the business.
1
Version of the truth
One data model behind every report, so sales, finance, and operations stop reconciling three conflicting spreadsheets — and start deciding instead.
Daily
Problems caught early
Refreshes run automatically, so a slipping margin or a missed target surfaces within days — while there’s still time left in the quarter to do something about it.
Clear pricing, in Canadian dollars
Fixed-scope project packages to get you started, and flat monthly plans once your reporting is live. No hourly surprises unless you ask for them.
Data Audit & Roadmap
Know exactly where your reporting stands — and what to build first.
From$499
Review of your data sources and current reports
Reporting health check — accuracy, duplication, gaps
All prices in CAD, plus HST where applicable. Project scope is confirmed in a written quote before any work begins — the “from” price is the price for the scope described.
What is manual reporting costing you?
If someone on your team rebuilds the same spreadsheets every week, that time is already a line item — it’s just hidden. Move the sliders to your numbers.
≈ 39 hrs back every month
At 10 hours a week of manual reporting, automation on the scale we’ve delivered before would cut that to roughly 1 hour a week — about $2,338 a month of staff time freed up at $60/hour.
Illustrative estimate based on a typical automation outcome (10+ hrs/week → ~1 hr/week). Your audit confirms what’s realistic for your data.
Compare that with a managed plan from $399/month — your reporting maintained, monitored, and improved, with the hours handed back to your team.
A fixed, transparent process — you always know what happens next and what it costs before we start.
STEP 1
Discovery call
A free 30-minute call about your business, your current reports, and where the numbers hurt. No pitch deck, no obligation.
Free · 30 minutes
STEP 2
Audit & roadmap
We review your data sources and existing reporting, then give you a prioritised plan with fixed pricing for the build.
From $499 · credited to your build
STEP 3
Build & launch
We build your dashboard or full setup, validate every number against your source data, and train your team to use it.
Fixed quote before we start
STEP 4
Ongoing reporting
On a monthly plan we keep everything refreshed, maintained, and improving — with insights delivered to you, not buried in a portal.
From $399/month
Enterprise-grade reporting, sized for your business
NorthPeak BI is led by an enterprise Power BI reporting specialist who runs reporting at scale for a living: a reporting suite spanning six business domains, opened more than 7,000 times a month by executives and operational leaders who depend on it to make decisions.
That experience — deep SQL, GCP/BigQuery data platforms, and the validation and reconciliation standards used in Canadian banking — is now available to small and medium businesses that need the same quality of reporting without a full-time BI hire.
Every engagement is handled directly by the specialist. No hand-offs, no account managers, no offshore relay — the person on your discovery call is the person who builds your reports.
Power BI at enterprise scaleReporting lead across six business domains; suite opened 7,000+ times monthly
Automation that pays for itselfManual reporting cut from 10+ hours per week to about 1 hour per week
Deep data engineering benchAdvanced SQL across major warehouses, plus GCP / BigQuery
Bank-grade accuracy standardsValidation and reconciliation discipline from a regulated financial environment
Common questions
Discovery calls are usually available within a few business days. An audit typically takes about a week once we have access to your data, and a Starter Dashboard Build usually launches within 2–3 weeks of kickoff. You’ll get a committed timeline in writing before you pay for a build.
Yes — that’s the normal starting point. Power BI connects directly to Excel files, SQL databases, and exports from most accounting, CRM, and operations systems. The audit maps every source you rely on today and flags anything that needs cleaning up before it can be trusted in a dashboard.
Your data stays in your own Microsoft 365 / Power BI environment wherever possible — we build inside your tenant, so you keep ownership and control of everything. Access is granted by you, can be revoked at any time, and we’re happy to sign an NDA before seeing any data. Our validation standards come from a regulated banking environment.
Most clients need Power BI Pro licences for the people who publish and share reports (many Microsoft 365 plans and trials can get you started). We’ll confirm exactly what you need during the audit — no licence purchases before you know what they’re for.
That’s what ad hoc work at $125/hour is for: one-off fixes, a second opinion on an existing report, or a single extra dashboard. We quote the hours up front, so the price is known before we start.
Prices are in Canadian dollars, plus HST where applicable. Every engagement starts with a written quote showing the full amount, so there are no surprises on the invoice.
Let’s look at your numbers
Book a free 30-minute discovery call. We’ll talk through your current reporting, what’s costing you time, and whether NorthPeak is the right fit — honestly, even if the answer is “not yet.”