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Dashboard Consulting Services

We help turn your data into a practical tool for smarter business decisions. If you’re ready to uncover new growth opportunities, let’s talk about how dashboard
consulting can help.

Save money & time with<br>business dashboards
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for business intelligence succesfull implementation
Find out which products bring the most profit.

Find out which products bring the most profit.

Assess the situation in real time.

Assess the situation in real time.

Get an understanding of how to work better with analytics.

Get an understanding of how to work better with analytics.

REQUEST YOUR FREE CHECKLIST
REQUEST YOUR FREE CHECKLIST

for business intelligence succesfull implementation
Cobit Solutions

Benefits of Dashboard Consulting

We offer dashboard consulting services to help you transform disparate data into clear, structured analytics.

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Strategic Vision for Informed Decisions

We help formulate business requests: product profitability, cost of customer acquisition, and channel efficiency. Then, we developm dashboards so managers can quickly see where action is needed.

Comprehensive and Insightful Reporting

We convert data sets from CRM, ERP, marketing and financial systems into reports with filters, segmentation, and comparisons. We explain trends in analytics.

Tailored Solutions for Efficiency

We build dashboards for roles: CEO, financiers, marketers, department heads, anyone who can benefit from data-driven decision-making. Each has its own KPIs, level of detail, and set of indicators. All data in one interface.

Expertise

We work with Power BI, Tableau, Qlik, MicroStrategy and SQL solutions — we implement data models. We also build analytics based on DAX, SSAS, SSIS and optimize sources for visualization.

Trusted Guides

We conduct data audits, help with the selection of BI tools, describe the structure of dashboards, train and educate end-users, prepare documentation. You are not left alone with the technical solution.

Insightful Reports

We develop dashboards for sales, marketing, and finance departments. You get an interface that is clear to both the manager and analysts and other teams.

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Dashboard Solutions Tailored for Every Business Challenge

Dashboard reporting consulting enables companies to build interfaces that consolidate data from all departments into a unified decision-making system.

Marketing Dashboards

Such dashboards reflect the effectiveness of channels, conversion paths, budget, and results of advertising campaigns:

  • Profitability of marketing activities
  • Customer acquisition costs (CAC)
  • Number of leads and their quality
  • Reach, clicks, conversions by channels
  • Budget distribution in dynamics

Sales Dashboard

The report helps manage sales funnels, evaluates the performance of managers, and identifies the reasons for customer loss. It can show:

  • Fulfillment of the sales plan
  • Average check, volume of orders
  • Activity of managers
  • Duration of the transaction cycle
  • Conversion rates by stages

Financial Dashboards

Such panels provide real-time control over income, expenses, and profitability. As a result, you see:

  • Profit and profitability
  • Cost structure
  • Cash flows
  • Accounts receivable/payable
  • Financial plan implementation process

Custom Dashboards

We develop these tools individually for the tasks of a specific business or role, including: 

  • Dashboard for the owner or investor
  • Consultant dashboard with KPI monitoring
  • Production performance dashboard
  • Project performance overview
  • Consulting dashboard for project-based management

Our Dashboard Development Process

Our dashboard consulting services include expert support at all key stages:

At this stage, the client formulates which business solutions require analytics. Dashboard consultants help clarify questions, define goals, and select metrics that affect the outcome.

We study which systems store data: CRM, ERP, Excel tables, SQL databases, API connections. We assess their completeness, relevance, and availability. This allows you to choose reliable sources on the basis of which the dashboard will be built.

This stage involves technical preparation that ensures the correct and fast operation of the dashboard. Since data from different sources has a different structure, format and level of detail, it needs to be brought to a single view. The dashboard consultant working with your project determines the entities and indicators that should be included in the model, for example, average check, revenue growth or deviation from the plan.

Based on the agreed metrics, a dashboard mockup is created with examples of real indicators. This prototype allows the client to see what the visualization will look like: report structure, grouping logic, filtering, access levels for different roles. At this stage, the interface is agreed upon and the requirements for the project implementation are finalized.

Once you have agreed on the structure and logic of the dashboard, you can entrust us with the implementation. We connect the chosen BI tool, configure visualizations, and integrate the dashboard with your systems. The process takes into account technical requirements, data format, and the needs of different roles.

As part of our dashboard consulting services, we help with access setup and final launch. After the project is implemented, we provide training for the team. That is, if necessary, we show how to use the interface, filters, reports, etc.

Top Dashboard Tools We Work With

Dashboard consulting involves choosing a platform that best suits your business objectives, data volume, and reporting format.

Microsoft Power BI

A powerful business analytics platform with deep integration of Excel, SQL, CRM, ERP, and Microsoft 365. Best suited for financial, operational, and management dashboards.

Tableau Software

A flexible visualization tool with an intuitive drag-and-drop interface. Recommended for analysts working with deep insights and presentations.

Qlik

A powerful business analytics platform with deep integration of Excel, SQL, CRM, ERP, and Microsoft 365. Best suited for financial, operational, and management dashboards.

Looker

A cloud-based platform for managing real-time dashboards with mobile access and over 1,000 integrations. Convenient for managers who want to see everything in one interface.

Examples of Dashboards

Profit And Loss CFO dashboard

Profit And Loss CFO dashboard

Advanced P&L dashboard

Financial dashboard

Financial dashboard

Production and retail working capital dashboard

Salesforce Dashboard

Salesforce Dashboard

CRM Sales Department Daily Report

Store Performance Dashboard

Store Performance Dashboard

Retail sales analytics - Categories, Stores, Brands, Managers

Sales Dashboard

Sales Dashboard

Margin and revenue factors analytics

Marketing dashboard

Marketing dashboard

RFM customers database segmentation analysis

Cobit Solutions
25
skilled professionals on staff

70
satisfied clients in 5 countries

Why Companies Choose Us

We create solutions that bring benefits right from the start. The client sees concrete results at the initial stages, when data ceases to be just reports and becomes a tool for action:

25

skilled professionals on staff

70

satisfied clients in 5 countries

Why Companies Choose Us

We create solutions that bring benefits right from the start. The client sees concrete results at the initial stages, when data ceases to be just reports and becomes a tool for action:

6

years of industry experience

2

week quick start and first results

  • You get the first results in 2 weeks. You receive a dashboard prototype and begin to understand where exactly resources are being wasted, and where, on the contrary, the system gives results.
  • Analytics works for your tasks: the structure and logic are adapted to data, metrics, and roles. No templates.
  • Client resources are used effectively. We conduct the process ourselves and involve your team only where it makes sense.

Order dashboard consulting to make decisions based on clear and understandable data.

TEAM OF 15 POWER BI CONSULTANTS

Dmytro Chashnyk

Dmytro Chashnyk

Founder

Expert in IT with 19 years of experience.
10 years on CIO/CTO positions.

Certifications:

  • Management
  • Power BI Analytics
  • IT systems administration
Volodymyr Bondarchuk

Volodymyr Bondarchuk

Managing Partner
& Finance PM

10 years of experience in finance and consulting in large companies and holdings, experience in IFRS

Certifications:

  • DIPIFR
  • Auditor Certificate A
  • Power BI analytics
Denis Chernov

Denis Chernov

Finances PM

7 years of experience in Finance in large companies, CAP

Certifications:

  • DIPIFR
  • CIMA Performance
  • Management
  • Power BI analytics
Oleksandra

Oleksandra

Head of Marketing

Iryna

Iryna

Chief Business Officer

Dana

Dana

Customer Relations Manager

Solomiya
Yulia
Daniil
Sasha
Slava
Ivan

Developers

Technologies used:

  • Microsoft Power BI
  • DAX, PowerQuerry
  • SQL, API
  • SSAS, SSIS
  • DWH, ETL
  • MicroStrategy BI
  • Python, C#, C++
  • Azure, AI, ML
  • Web Scrapping
  • Power Automate
Cobit Solutions

Testimonials for Our Business Intelligence Services

Self-Storage Facilities in 6 countries

Logistics

https://www.linkedin.com/in/julia-m-macdonald/

Self-Storage Facilities in 6 countries

We want to express our sincere appreciation for all the support you’ve provided… From tackling urgent challenges like data upload to creating the initial flash report and making progress on complex issues; your contributions have been invaluable.

Julia MacDonald

Group FP&A Manager

“HELEN MARLEN” fashion boutiques

Retail

https://www.linkedin.com/in/serhii-tupkalo-0428822b/

“HELEN MARLEN” fashion boutiques

«Now all my data is updated every day. I take a look from time to time, when I’m making my own report,  whether the numbers coincide. Having made sure it’s alright, I just carry on with my life in peace»

Serhii Tupkalo

Board member, CFO at HELEN MARLEN L.P.

“Salateira” restaurants chain

Restaurants

https://www.linkedin.com/in/olena-vasylevska-b586b8bb

“Salateira” restaurants chain

“The project helps us quickly and remotely see the information  available for the company all over the world, besides it is updated daily.”

Olena Vasylevska

Chief Financial Officer of the chain of restaurants "Salateira"

Cobit Solutions Cobit Solutions

FAQs

Characteristics of an effective dashboard:

  • Contains key indicators — profit, costs, conversions, stocks.
  • Automatically updated — data comes from systems in real time.
  • Has a clear structure — indicators are grouped logically, visualization is clear.
  • Action-oriented — helps to quickly assess the situation and make a decision.

This service allows you to determine what data is needed for business decisions, structure key indicators, and create visualizations that work for specific purposes.

Our dashboard consultants adapt the logic and interface to user roles, task types, usage scenarios, access levels, industry specifics, and business goals.

Yes, as part of our dashboard consulting services, we take into account data sources from various systems — CRM, ERP, Excel, API — and prepare integration recommendations.

Yes, if you need to create dashboards for different teams or processes. Our dashboard consulting services cover standard solutions for finance, sales, production, and HR departments — with further adaptation to roles, tasks, and data specifics.

Just leave a request. We will contact you and clarify your request to help you choose the format that will provide maximum benefit to your company.