Automated executive reporting • KPI standardization • Power BI delivery

Standardize KPIs • Automate reporting • Improve trust

Automated executive reporting your team can trust.

ClearBI Partners helps teams implement and maintain trusted reporting in Power BI—standardized KPIs, reliable refresh, and clean semantic models.

Request BI Trust Audit ($1,500)See packages

Clear scope

Designed for busy teams.

Low-meeting delivery

Designed for busy teams.

Documentation included

Designed for busy teams.

BI Trust Audit

Standard entry engagement

$1,500

Document KPI definitions and owners

Confirm data sources and readiness

Outline Phase 1 dashboards

Deliver a fixed-scope proposal for next phase

Start with the Audit

NDA-friendly • Least-privilege access • Clear handoff.

Packages

Fixed scope, corporate deliverables, and predictable delivery.

Request a proposal

BI Trust Audit

Establish a reporting blueprint: KPIs, data sources, and the delivery plan (build or optimization).

Start here

Timeline

2–3 weeks (part-time)

Typical

$1,500 fixed fee

KPI blueprint (up to 20 KPIs) + owner/approver alignment
Data source inventory + readiness gaps/risks
Recommended model approach + dashboard outline (Phase 1)
Fixed-scope proposal for next phase (pricing + timeline)

Ask about BI Trust Audit

Reporting Foundations Build

Teams without automated reporting (manual Excel reporting or ad-hoc dashboards).

Flagship

Timeline

6–10 weeks (part-time)

Typical

Starting at $7,500

Clean semantic model (star-schema direction)
1–2 executive dashboards (Overview + Trends)
Automated refresh + reliability checklist
KPI definitions + documentation + handoff

Ask about Reporting Foundations Build

Trusted Numbers Optimization

Already using Power BI? We resolve KPI mismatches, slow pages, and refresh instability.

Optimize

Timeline

4–6 weeks (part-time)

Typical

Starting at $3,500

KPI definition alignment (up to 20 KPIs)
Measure/model standardization + performance improvements
Validation pack (SQL tie-outs + anomaly checks)
Refresh stabilization + release notes + handoff

Ask about Trusted Numbers Optimization

Scope guardrails

Standard limits keep delivery predictable: up to 2 sources, 20 KPIs, 1 primary dataset, and 1–2 dashboards (as applicable).

Documentation

KPI dictionary, model notes, release notes, and a runbook are included.

Security

NDA-friendly. Least-privilege access. Clear handoff to internal teams.

How it works

A repeatable process designed for minimal meetings and clear outcomes.

Fit Call (20 min)

Confirm goals, scope, timeline, and whether we are a fit.

BI Trust Audit

Blueprint KPIs, data sources, and the delivery plan with a fixed scope.

Build or Optimize

Implement the Reporting Foundations Build or Trusted Numbers Optimization.

Care Plan

Ongoing reliability, KPI governance, and controlled enhancements.

Results

One source of truth

KPIs documented and approved—reduced time reconciling conflicting numbers.

Faster reporting

Clean models and standardized measures improve performance and maintainability.

Less firefighting

Validation checks and refresh hardening reduce recurring incidents.

About ClearBI Partners

ClearBI Partners is a boutique analytics consultancy focused on trusted executive reporting in Power BI. We combine SQL and modern data modeling practices to deliver dashboards that are accurate, reliable, and easy for internal teams to own.

FAQ

Do you build dashboards from scratch?

Yes. We can establish the reporting foundation (dataset/model + dashboards + refresh) and transition ownership with documentation and training.

How do we start?

We recommend starting with the BI Trust Audit ($1,500). It documents KPIs, confirms data sources, and produces a fixed-scope plan for the build or optimization phase.

Do you work hourly?

Engagements are typically fixed-scope packages. Ongoing support is available via a monthly Care Plan.

What data sources do you support?

SQL Server, Azure SQL, and common business systems and exports. We focus on building reliable reporting paths into Power BI.

How many meetings are required?

We keep meetings minimal: one kickoff, one check-in, and one handoff. Most work is delivered asynchronously with a weekly written update.

Contact

Request the BI Trust Audit to establish KPI definitions and a clear delivery plan.

Quick contacts

• Email: hello@clearbi.com

• Location: Florida (Remote-friendly)

• Response: Within 1–2 business days

Replace the placeholder email with your domain email once ready.

Request a proposal

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