Excel in BI | Power BI Dashboards & Analytics for NZ & Australian Businesses
Data Analytics Solutions for NZ and Australian businesses

Turn your business data into informed decisions.

Excel in BI helps NZ and Australian SME owners and teams understand profit, performance, and what to do next using Power BI dashboards, connected systems, and practical analytics support.

Book a Discovery Call → See Services
Works with
Xero MYOB Simpro HubSpot Power BI
Profit visibility
$1.24M
Connected reporting
One clear view
Business Clarity Dashboard
Live
Revenue
$1.24M
↑ 12.4%
Gross Profit
$476K
↑ 8.1%
Clients
42
↑ 3 new
Avg Margin
38.4%
↓ 1.2%
Monthly Revenue
By Segment
Services 42%
Projects 31%
Other 27%
Action Signals
Low margin alert2 Jobs
Cashflow healthyOn Track
Top Accounts
Hartley Group$64.2k
Cascade Holdings$52.8k
Job Profitability Dashboard
Live
Active Jobs
14
↑ 2 new
Avg Job Value
$28.4K
↑ 6.2%
On-Time Rate
91%
↑ 4%
Labour Cost
34.1%
↓ 2.3%
Job Revenue by Month
Cost Breakdown
Labour 34%
Materials 29%
Overhead 37%
Delivery Signals
Overrun risk3 Jobs
On-time trendImproving
Highest Margin Jobs
CBD Fitout41%
Meridian Office37%
Book a discovery call
Start with a discovery call
Ongoing
Analytics support
NZ + AU
NZ and AU served
Clear decisions
Practical business use
📊 Power BI Dashboards 💰 Profit Visibility 🔗 Data Pipelines 📈 Cash Flow Forecasting 🤖 AI Automations 📋 Automated Reports 🔗 Xero Integration 📊 Power BI Dashboards 💰 Profit Visibility 🔗 Data Pipelines 📈 Cash Flow Forecasting 🤖 AI Automations 📋 Automated Reports 🔗 Xero Integration
Why businesses work with us

Why Businesses Choose Excel in BI

Still making decisions with reports that are late, manual, or unclear? Many growing businesses have useful data, but it sits across different systems and never becomes a clear view of performance. Excel in BI brings that together into reporting that is practical, simple, and useful.

🔗
Your numbers are spread across too many systems
You have data in accounting, CRM, operations, and spreadsheets, but no single place to see the full picture.
🧭
Reporting takes too much manual work
Your team spends too much time preparing reports instead of using them to make decisions.
📊
You cannot clearly see profit and performance
It is hard to know which clients, jobs, services, or teams are really driving results.
WAREHOUSE OPTIMISATION TRACKER MODEL – AUCKLAND, NZ
CONSTRUCTIONS EXPENSES TRACKER REPORT – BRISBANE, AU
PROJECT COST AND FORECAST DASHBOARD – HAMILTON, NZ
We care about your business
Excel in BI clients reviewing Power BI dashboard analytics
How we work

Power BI Dashboards for NZ & Australian SMEs

Excel in BI

Excel in BI helps businesses turn scattered data into clear reporting they can actually use. Our approach combines technical analytics skills with practical business understanding, so the focus is always on making Power BI reporting simpler, clearer, and more useful for decision-making.

Microsoft-certified in Power BI, AI and data platforms
Experience across business, operations, and analytics
Focused on practical reporting, not unnecessary complexity
Supporting NZ and Australian businesses remotely
Book a Discovery Call →
Tools we commonly connect

We work with the systems you already use to bring your reporting into one clear view.

Xero
Xero
Power BI
Power BI
Google Cloud
Google Cloud
Snowflake
Snowflake
MYOB Business
MYOB
Salesforce
Salesforce
HubSpot
HubSpot
simPRO
simPRO
Airtable
Airtable
API
+ More Integrations
How it works

How Our Analytics Process Works

Every engagement starts with a discovery call. From there, we recommend the best next step based on your goals, systems, and reporting needs.

1
Start here
Discovery Call
A 30-minute conversation to understand your business, your data situation, and where the biggest gaps are. No preparation needed, no obligation required.
Complimentary
30 minutes · No obligation · Book online
2
Ongoing support
Analytics Partner
Ongoing support for businesses that want dashboards, reporting improvements, and regular guidance. We help you maintain visibility, improve reporting, and answer new business questions as they come up.
Monthly
Best for ongoing support and decision-making
3
Project work
Dashboard Project
A one-off dashboard or reporting build for a specific business need, such as profit reporting, forecasting, sales performance, or operational visibility.
Project-based
Best for a clearly defined reporting need
See Services →
Resources and videos
Learn from practical sessions and real examples.

Join our webinars, podcast, and videos to build stronger reporting and data skills in a practical way.

YouTube
Main Channel
Excel in BI
Power BI tips, dashboard walkthroughs, and business reporting advice for owners and teams.
Subscribe ▶
Excel in BI podcast on YouTube
Podcast Channel
Data Over Coffee
Conversations about data, business decisions, and analytics without the jargon.
Listen ▶
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Upcoming webinars
Free webinars and practical sessions
Join us live for practical sessions on Power BI, reporting, and turning business numbers into better decisions. All sessions are free unless noted.
Free webinars and workshops Browse all past events →
Where we work

Industries We Serve

Serving NZ and Australia with clear reporting support – remote-first delivery with practical analytics for businesses on both sides of the Tasman.

🇳🇿
New Zealand

Supporting NZ businesses with practical dashboards, reporting, and analytics guidance that fit the way local teams work.

Xero NZMYOBSimproFergusServiceM8
🇦🇺
Australia

Helping Australian businesses improve visibility across finance, sales, and operations with connected reporting and Power BI dashboards.

Xero AUMYOBProcoreBuildXactDeputy
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Ready to see your business more clearly?
Start with a Discovery Call

Let Excel in BI help with your reporting, your systems, and where better data visibility could help your business most.

Book a Discovery Call → View Services →