Stop digging through spreadsheets to know how your business is performing. We connect all your data sources into live Power BI dashboards that give you instant, accurate business intelligence.
Pipeline health, closed deals, revenue by rep, conversion rates, and forecasting — all live from your CRM and accounting system.
Job completion rates, team utilization, SLA tracking, and operational KPIs updated in real time from your field service or project data.
P&L, cash flow, expenses by category, budget vs actual — connected directly to QuickBooks or Xero so your reports are always current.
Stock levels, reorder points, supplier performance, and inventory turnover — across multiple locations and warehouses in one view.
Headcount, turnover, time-off balances, training completion, and hiring pipeline — giving HR and leadership real visibility into their team.
One-page CEO and leadership dashboards that surface the 8–12 numbers that matter most, updated daily without any manual work.
Your data lives in a dozen different places. We pull it all together into one coherent picture.
A 35-person professional services firm was spending every Friday afternoon pulling together a management report from three different spreadsheets. It took one person 3 hours every week and was always out of date by Monday.
We connected their project management tool, QuickBooks, and CRM to Power BI. The report now updates itself live. Leadership has a dashboard they open every morning instead of a Friday report they trust by Tuesday.
"The Power BI dashboard Cloudpoint built connects to our QuickBooks, our CRM, and our project tracker. For the first time I can open one screen and see how the business is doing. That alone was worth every penny."
Tell us what you wish you could see about your business. We'll show you how Power BI can answer it — in a free demo.