Services · Executive Intelligence™
Power BI consulting
Dashboards built by the same team that sits in your leadership meeting, not a separate vendor who has never seen the numbers get used.
The Problem This Solves
Most dashboards get built once and ignored
A dashboard commissioned by IT or outsourced to a BI contractor tends to answer the questions someone thought leadership would want, months ago. It goes stale, or it never quite matches how the leadership team actually talks about the business, so it gets checked less and less.
Because ClearwaterIQ's Power BI work is built by the same people running your quarterly planning and leadership cadence, the dashboards get built around the metrics you're already arguing about in the room, and refined every time those metrics change.
What's Included
Purpose-built, not templated
Sales & pipeline intelligence
Pipeline coverage, conversion by stage, rep performance, and what-if scenario modeling for forecasting.
Interactive P&L drill-down
Revenue, OPEX, and margin, from company-wide down to a single job, product line, or customer.
Cash flow forecasting
Rolling visibility into upcoming gaps and ending cash positions, tied to the Cash Flow Confidence Score™ work.
Geographic & market analytics
Performance by territory, branch, or market, for multi-location and multi-division businesses.
How It Connects
Built on what you already run
We connect directly to your ERP, CRM, QuickBooks, or flat files, no rip and replace, no migration project before the work can start. Most clients are live with a first dashboard within 2–4 weeks.
Every dashboard follows the same visual system, so what leadership sees stays consistent from the first build through every refresh. See a sample of that system on the Samples page.
See what a dashboard could show you
A 30-minute discovery conversation. We'll look at what systems you run and what question you can't answer today.