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Microsoft Power BI for Sage

Transform the way you see and use data

Ideal for companies with:

Data in different locations

Office 365 subscription

In-house database and/or Microsoft Excel skills

Unify and Lead with Data

Microsoft Power BI delivers real-time insights, dynamic dashboards, and intuitive data exploration for every user with no advanced technical skills required.

Harness the full potential of you Sage 200 Professional, Sage 200 Standard or Sage Intacct data and experience industry-leading analytics and interactive visualisations. It’s not just reporting; it’s an advanced way to gain visibility, make smarter decisions, and stay ahead in a data-driven world.

Designed to deliver insights for every user across your business, Microsoft Power BI includes seamless integration with tools like Office 365 and an intuitive interface simple enough for your team, who are already familiar with Microsoft Excel tools such as Pivot Tables, to create reports and dashboards.

Key Software Features:

  • Drill directly into your data
  • Many connection options available
  • Interactive visualisations and business intelligence capabilities
  • Publish reports and dashboards, collaborate with your team (subject to licensing level)

Contact us today to find out how Microsoft Power BI can benefit your business!

General Enquiries

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How Microsoft Power BI Works for your Team

Marketing

  • Campaign Performance: Track KPIs like CTR, conversion rates, ROI, and lead sources. Plus integrate data from Google Analytics and combine
  • Customer Segmentation Analysis: Visualise demographics, engagement, and buying patterns.
  • Marketing Spend vs Revenue Impact: Compare budget allocation with actual outcomes.

Access the interactive demo for a Debtors Report: – use this demo to view debtors and the outstanding invoices, drill into specific companies and filter the reports.
Request A No Obligation Sage Quote Today >

Finance

  • Financial Reporting & Forecasting: Automate monthly/quarterly reports, P&L statements, and cash flow analysis.
  • Budget vs Actual Tracking: Monitor variances and identify cost-saving opportunities.
  • Revenue & Expense Trends: Spot patterns and anomalies using historical data.
  • Compliance & Audit Dashboards: Ensure transparency and quick access to financial metrics.

Access the interactive demo for a Debtors Report: – use this demo to view debtors and the outstanding invoices, drill into specific companies and filter the reports.
Request A No Obligation Sage Quote Today >

Operations

  • Supply Chain Monitoring: Track inventory levels, supplier performance, and delivery timelines.
  • Process Efficiency Metrics: Measure production output, downtime, and resource utilisation.
  • Quality Control Dashboards: Visualise defect rates and compliance with standards.
  • Real-Time Operational KPIs: Enable quick decision-making for logistics and resource allocation.

Access the interactive Demo for a Stock Movement Report – use this demo to select the period, movement in/out, product group as well as where the movement happened.
Request A No Obligation Sage Quote Today >

Project Management

  • Project Progress Dashboards: Monitor milestones, timelines, and deliverables.
  • Resource Allocation: Visualise team workload and capacity planning.
  • Risk & Issue Tracking: Identify bottlenecks and mitigate risks early.
  • Cost & Time Variance Analysis: Compare planned vs actual performance for better forecasting.

Access the interactive Demo for a Stock Movement Report – use this demo to select the period, movement in/out, product group as well as where the movement happened.
Request A No Obligation Sage Quote Today >

Sales

  • Actual vs Target Performance: Track sales results against quotas and targets across products, regions, teams, and time periods to quickly identify gaps and over performance.
  • Historical Sales Trends: Analyse revenue, volume, win rates, and sales cycle trends over time to understand seasonality, growth patterns, and long-term performance shifts.
  • Sales Performance (Summary & Detailed Views): Provide executive-level summaries and drill-down analytics for business units, regions, teams, reps, and accounts to support decision-making at every level.
  • Territory, Rep & Account Dashboards: Monitor performance by sales rep, territory, region, product, and key accounts to optimize coverage, capacity planning, and coaching.

Access the interactive Demo for a Sales Order Targets and Margins Report
Request A No Obligation Sage Quote Today >
Marketing Expand Collapse

Marketing

  • Campaign Performance: Track KPIs like CTR, conversion rates, ROI, and lead sources. Plus integrate data from Google Analytics and combine
  • Customer Segmentation Analysis: Visualise demographics, engagement, and buying patterns.
  • Marketing Spend vs Revenue Impact: Compare budget allocation with actual outcomes.

Access the interactive demo for a Debtors Report: – use this demo to view debtors and the outstanding invoices, drill into specific companies and filter the reports.

Finance Expand Collapse

Finance

  • Financial Reporting & Forecasting: Automate monthly/quarterly reports, P&L statements, and cash flow analysis.
  • Budget vs Actual Tracking: Monitor variances and identify cost-saving opportunities.
  • Revenue & Expense Trends: Spot patterns and anomalies using historical data.
  • Compliance & Audit Dashboards: Ensure transparency and quick access to financial metrics.

Access the interactive demo for a Debtors Report: – use this demo to view debtors and the outstanding invoices, drill into specific companies and filter the reports.

Operations Expand Collapse

Operations

  • Supply Chain Monitoring: Track inventory levels, supplier performance, and delivery timelines.
  • Process Efficiency Metrics: Measure production output, downtime, and resource utilisation.
  • Quality Control Dashboards: Visualise defect rates and compliance with standards.
  • Real-Time Operational KPIs: Enable quick decision-making for logistics and resource allocation.

Access the interactive Demo for a Stock Movement Report – use this demo to select the period, movement in/out, product group as well as where the movement happened.

Project Management Expand Collapse

Project Management

  • Project Progress Dashboards: Monitor milestones, timelines, and deliverables.
  • Resource Allocation: Visualise team workload and capacity planning.
  • Risk & Issue Tracking: Identify bottlenecks and mitigate risks early.
  • Cost & Time Variance Analysis: Compare planned vs actual performance for better forecasting.

Access the interactive Demo for a Stock Movement Report – use this demo to select the period, movement in/out, product group as well as where the movement happened.

Sales Expand Collapse

Sales

  • Actual vs Target Performance: Track sales results against quotas and targets across products, regions, teams, and time periods to quickly identify gaps and over performance.
  • Historical Sales Trends: Analyse revenue, volume, win rates, and sales cycle trends over time to understand seasonality, growth patterns, and long-term performance shifts.
  • Sales Performance (Summary & Detailed Views): Provide executive-level summaries and drill-down analytics for business units, regions, teams, reps, and accounts to support decision-making at every level.
  • Territory, Rep & Account Dashboards: Monitor performance by sales rep, territory, region, product, and key accounts to optimize coverage, capacity planning, and coaching.

Access the interactive Demo for a Sales Order Targets and Margins Report

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How Do you Connect with Microsoft Power BI?

It’s easier than ever to connect your Sage data in Microsoft Power BI using a selection of options.

Regardless of the choice, our team are skilled at integrating a range of Sage products (Sage CRM, Sage 200 Professional, Sage 200 Standard, Sage 50 and Sage Intacct) with Microsoft Power BI.

SQL Connection Expand Collapse

The most popular option for businesses who host their data on-premise using a Microsoft SQL server. Usually, one undertaken by Sage 200 Professional customers.

Sage Connector Expand Collapse

If you use Sage via Microsoft Azure, then Sage’s connector is the way forward. Usually, one undertaken by Sage 200 Standard customers.

MRGE Expand Collapse

For businesses who do not store their data in SQL or via Azure, the PKF Smith Cooper Systems team will use our API option.

Sage Intacct API Expand Collapse

For those using Sage Intacct, we use the Sage Intacct API to link your data with Microsoft Power BI.

Features of Microsoft Power BI

Sophisticated tools, to collate and drill into your data, at the touch of a button.

Integration and collaboration

Integrate with Teams, Outlook, and Microsoft Search for easier discovery and collaboration

Advanced visualisations

Apply custom visuals and themes and use advanced visuals like Gantt charts, KPI cards, and drill-down maps

Mobile-Optimised Layouts

Dashboards adapt to smartphones and tablets for on-the-go decision-making

AI-powered insights and narrative summaries

Automatic detection of patterns, anomalies, and forecasting for sales, inventory, and financial metrics. AI access can also be restricted to approved datasets to ensure security and compliance

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    Sage APIs and Integration

Extend your Sage solution to suit your individual needs with add-ons and API-powered software integrations.

What our clients have to say...

Not only has [PKF] Smith Cooper provided us with the tools and software we needed, but they have also helped us build reports which are specific to our business needs, really going above and beyond.

Rachel Coates

Retail Operations Manager at Dicksons