Reporting Automation: Evaluating Project Profitability in B2B Services
Are your projects truly profitable?
See which clients are paying late and where you're losing margin.
Reporting automation helps you regain control over your projects.
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Clarity and Control
Know exactly which projects are profitable and which ones generate losses. Reduce reporting errors by up to 40%. Assess your business situation in just 60 seconds.
Cash Flow Under Control
Automatically identify overdue invoices and problematic clients. Monitor clients, invoice status, and take action immediately.
Data for Decisions, Not for Excel
Stop searching for data – start making decisions. No delays. Save up to 35% of the time spent on manual reporting
Did you know companies spend nearly 35%
of their time on manual reporting? Optimize this process and reclaim up to 130 hours per employee per year.
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See how our other clients are saving time by working with us!
Key Questions About Evaluating Project Profitability in B2B Services
In this section, we answer the most important questions about the Power BI dashboard and its role.
Yes – we prepare a demo using your own data (e.g., Excel, timesheets, invoices).
All it takes is one file, and within 2-3 days you’ll have the first version of your dashboard.
No. The report also works in your browser (Power BI Online). No installation needed – you’ll receive a ready-to-use link to an interactive version.
It’s a ready-to-use solution with optional customization.
You can choose a standard version or an extended one with integrations, automations, and alerts.
Yes – we can connect systems such as Enova, Comarch, Dynamics, Odoo, Hubspot, Salesforce, or Monday.
- The demo version (with your data) is free.
- A full implementation usually takes one week. Prices start at PLN 5,000 net, depending on scope and systems.
It’s very simple – you receive a link to the interactive report.
Click the dashboard, select a client or project, and instantly see:
- which projects are unprofitable,
- where the budget was exceeded
- who hasn’t paid their invoice,
- and the current status of each project
No need to know Power BI. No need to know Excel. Just read the data and make decisions.
Regain Control Over Your Project Profitability
Cash flow, project margins, and overdue invoices –
all in one place with a profitability control system.