I will build automated power bi dashboard for simpro and xero users


About this gig
I am a Process Engineer with 8 years of experience (5 in the field, 3 in consulting). Most business owners I meet have plenty of data but zero clarity. They have "gut feelings" about which jobs or products make money, but they don't have the proof.
I build automated Power BI "Command Centers" that bridge the gap between your operational data (like simPRO) and your financial data (like Xero).
What you get:
Total Margin Clarity: See exactly which projects are profitable and which are costing you money in real-time.
Inventory & Asset Audit: Identify "dead stock" and underutilized resources that are eating your cash flow.
Automated Workflow: A "Drop Zone" system where you simply save your data exports to a folder and your dashboard updates itself-no manual spreadsheets required.
I dont do fluff. If your data is too messy to automate, I will informed you. Feel free to connect with me.
Get to know andrichlee
- FromAustralia
- Member sinceAug 2021
- Avg. response time1 hour
- Last delivery3 years
Languages
English, Indonesian, Malay
FAQ
Do you do a custom order
Yes, I actually highly recommended to contact me first so I can understand how complex the problem you need to solve and it will determine the cost and time of the project
Do you need my login details for Xero or simPRO?
No. Because I use a folder-based automation, I never need your passwords. I will provide you with a simple "Export Guide" showing you which reports to download. You simply save those files into a specific folder on your computer (or OneDrive/SharePoint), and the dashboard I build will do the rest.
My simPRO data is a bit of a mess. Will the dashboard still work?
This is exactly why a Process Engineer is better than a generic data analyst. Part of my service includes a "Data Audit." I will identify where your data is inconsistent (like unlinked cost centers or missing material costs) and show you how to fix the input so your dashboard stays accurate.
Do I need a Power BI Pro license to use this
f you want to share the live, auto-refreshing dashboard with your team, Microsoft requires a Pro License ($15 AUD/mo). However, if you only need it for yourself, you can use the Power BI Desktop version for free. I can also set up automated PDF snapshots to be emailed to you daily to avoid licensing
How will this actually increase my profit?
With the dashboard highlighting real-time efficiency, such as margin analysis, inventory, operating cost it will give business owners clarity and confidence to make correct decisions and not based on “gut feel”

