Proposal & sample dashboard · August 2026

Every goal, every deal, every unit on the lot — in one app your whole team can open.

A working concept of Bonita Boat Center's management-system data in a custom Power BI app: sales and technician goal tracking, commission plans, and live inventory and pricing — built so it doesn't live in one person's head.

3

Report areas

15

Team members tracked

118

Units modeled

1

Source system

0

Single points of failure

Live

Refresh, everyone views

BI Consulting Services · Microsoft Partner Power BI · Fabric · Power Platform powerbiconsultingservices.com

Before we show you anything

First, tell us what good looks like for you.

We put together a sample based on what you described — but the demo is worth more if we hear it in your words first. Here is what we think we heard, so you can correct us.

What we heard from John

"We establish goals for their earnings and build a commission plan — X gross profit for technicians and salespeople. I have one person doing this, and that's a single point of failure. My guy is a programmer."

Two problems are tangled together in that sentence. The first is a reporting problem: your team needs to see, in real time, how they're tracking against goals, what they've earned, and where the inventory and pricing stand. The second is a risk problem: all of that currently runs through one person who built it himself. If he's out, on vacation, or moves on, the visibility goes with him.

We solve both. A custom Power BI app your whole team can open — built on a documented, governed model so it survives any one person leaving.

Four questions to start

Which management system are you on today — Lightspeed, DX1, Blackpurl, or something else?
Who needs to see this — just managers, or every salesperson and technician on their own numbers?
How are the commission plans structured right now — flat gross-profit percentage, tiered, or per-unit spiffs?
When your developer built the current version, was any of it documented, or is it all in his head?

Whatever you answer changes the build. That's why we start here and not with a price.

On the screen today

Sales & commission

Every salesperson against their gross-profit goal, front and back gross, units, and projected commission payout.

On the screen today

Service & technician productivity

Flat-rate hours, efficiency, effective labor rate, and each tech against their hours goal and pay plan.

On the screen today

Inventory & pricing

Every unit on the lot, days in stock, floorplan exposure, and list price against the market.

The part that makes it durable

One source system, one governed model, one app — that no single person owns.

A programmer can absolutely build reports. The problem is what happens when those reports live only in his code and his head. We build the same visibility on a documented foundation, so a second person — or the next person — can keep it running.

How the data reaches your teamManagement system to salesperson, without a manual export in the middle

The core fix

No single point of failure

The model is documented — a data dictionary and a refresh runbook ship with it
Goal and commission logic is written in certified measures, not buried in code
We train a second person so knowledge isn't held by one
If your developer is out, the app keeps running

Your developer

We work with him, not around him

He knows your data and your deals — that's valuable
We handle the BI architecture; he stays close to the business logic
Or we take it fully off his plate so he can build product
Either way, it stops being all on one set of shoulders

Refresh

Live enough for a sales floor

Overnight refresh included on any plan
Twice daily catches the morning and afternoon selling rhythm
Hourly available when the numbers drive same-day decisions
Everyone sees the same figure at the same time — no version confusion

The honest first question: can your DMS export or connect to a reporting layer today, and does your developer's current build have any documentation we can start from? Thirty minutes with him tells us the whole timeline.

Sample app · page 1 of 3

Sales & Commission

Every salesperson against their gross-profit goal, with commission projected to month-end. The filters below are live — change them and all three pages follow.

BICS Bonita Boat Center — Performance Intelligence · page 1 · Sales & Commission Refreshed 6:00 AM ETIllustrative dataRLS on

InsightsAuto-generated from the current filterUpdates live

Salesperson leaderboardClick a column to sort

Salesperson	Units	Front gross	F&I gross	Total GP	To goal	Avg / unit	Commission	Satisfaction	NPS

Goal attainmentGross profit vs monthly goal, by rep

The pace marker shows where each rep lands at month-end at today's run rate — the number a sales manager actually coaches to.

Gross profit trendActual vs store goal · trailing 12 months

Total GPFront grossStore goal

GP mixWhere the gross comes from

Deal funnelLead to delivered

Projected commission payoutEarned so far and projected to month-end

This is the number your team logs in to check. Giving them their own live view is the single biggest driver of adoption.

Units & gross by boat segmentNew and used combined, current filter

Row-level security: a salesperson opening this app sees the whole leaderboard for motivation, but only their own commission dollars. Managers and the owner see everyone's. Same app, same link, different data.

Sample app · page 2 of 3

Service & Technician Productivity

The other half of your pay plans. Flat-rate hours billed, efficiency against the clock, effective labor rate, and each technician against goal.

BICS Bonita Boat Center — Performance Intelligence · page 2 · Service & Technicians Refreshed 6:00 AM ETIllustrative data

Technician scorecardClick a column to sort

Technician	Billed hrs	Available	Efficiency	To goal	Eff. rate	Labor rev	Comeback

Efficiency vs goalBilled hours ÷ available hours

Above 100% means a tech beat the flat-rate book. That's your bonus conversation — and it's invisible without this view.

Billed hours trendShop total · trailing 12 months

Service revenue by typeLabor dollars by work category

Pay mixWhere billed hours come from

Open repair orders — work in processAging by days open · value at risk

Service snapshotRight now

Why service belongs next to sales: your commission plans cover technicians too, but shop productivity is usually the last thing anyone can see clearly. Effective labor rate and efficiency are where a boat dealership quietly makes or loses margin.

Sample app · page 3 of 3

Inventory & Pricing

Every unit on the lot, what it's costing you to floor it, how long it's been sitting, and whether it's priced to the market.

BICS Bonita Boat Center — Performance Intelligence · page 3 · Inventory & Pricing Refreshed 6:00 AM ETIllustrative data

Inventory aging & floorplan exposureUnits and dollars by days in stock

Inventory valueFloorplan interest / mo

Mix by segmentUnits in stock

New vs usedValue & margin

Price vs marketEach bubble is a unit · above the line = priced over market

Units in the upper-right are aging and priced above market — the ones costing you floorplan interest every day they don't move.

Aged inventory watch listOver 90 days · click to sort

Unit	Cond	Days	Cost	List	vs Market	FP / mo

Illustrative throughout. Units, brands, costs, days in stock and pricing on these three pages were created by BICS for this presentation. They reflect a Southwest Florida saltwater dealership's typical mix, but no figure came from your management system. Your real data replaces all of it in week one.

The team behind the build

A 30-person Microsoft data & application team in Charlotte, NC.

Deep enough across the whole stack to connect your management system, model it properly, secure it by role, and build whatever needs to sit on top — from Power BI to a full custom app. Not a freelancer and not a single developer: a bench with specialists in each layer, so no one skill (or one person) is a bottleneck.

Power Platform

Power BI & the full suite

Power BI, Power Automate, Power Apps, Virtual Agents
Row-level security, compliance & environment management
Solution deployment, licensing & cost management
Training & adoption so your team actually uses it

Azure SQL & data engineering

The layer under the reports

Database design, modeling & query optimization
Performance tuning, backup, DR & high availability
Data migration, monitoring & T-SQL
Integration via Logic Apps & Azure Functions

Custom application development

When a report isn't enough

Full-stack — ReactJS front end, Python & more on the back
APIs, database management & system integration
Cloud-native + DevOps: CI/CD, testing, Git, Agile/Scrum
Mobile, desktop & low-code where it fits

AI & analytics

Beyond the dashboard

AI copilots & ML with Azure Machine Learning
BI, reporting & analytics tooling end to end
ERP/CRM integration and eCommerce/CMS platforms
QA & testing baked into delivery

Depth without the single point of failure

A 30-person bench is exactly what solves the problem you started with. The architect who designs your model is backed by a team that can step in, and every build ships documented with a trained second owner. Your visibility stops depending on any one person — ours or yours — which is the whole point.

Credentials

~30 people, based in Charlotte, NC
Microsoft Partner — Power BI, Fabric, Power Platform, Azure
MBE Certified · delivering since 2018
100K+ subscribers taught on the BICS Microsoft data channel

Working style & capabilities

You'll always know what it costs, where it stands, and who can run it.

Our whole method is built around the two things you told us matter: real visibility for the team, and never depending on one person again.

Step one

Jumpstart

When scope isn't fully defined, we assess your DMS and current build, clarify goals, and hand you a written roadmap and fixed estimate before any development starts.

Step two

Architect

Connect the data, model it, write the commission and goal logic as certified measures, and map security to your org — managers, sales, service.

Step three

Build in the open

Weekly working sessions with the actual app on screen. You review each page as it finishes, not all at once at the end.

Step four

Document & train

A second person is trained on the live app and leaves with a runbook — refresh, security, publishing. This is the step that kills the single point of failure.

Step five

Support

Monitoring, refresh-failure response and a monthly block of development hours, so enhancements go through a plan, not a scramble.

Data integration

Getting data out of systems that weren't built to share it — your DMS, spreadsheets, payroll, whatever holds the numbers.

Reporting & visualization

Power BI apps designed around the decisions they support — goals, commission, inventory — not raw table dumps.

Custom applications

When a report isn't enough — commission calculators, portals, trackers. We've built pricing calculators and sales dashboards exactly like this.

Training & support

Customized Power BI training on your own data, plus written runbooks and ongoing managed support so it's never one-person-deep.

Commitment

No corners cut

Every deliverable is production-ready. No placeholder text, no "we'll clean it up later." If it isn't finished, we don't send it.

Commitment

Transparent estimation

Clear estimates and open communication. When something unexpected shows up mid-build, you hear it the week it happens, with options and cost attached.

Commitment

Built to be inherited

Documentation is a deliverable, not an afterthought. Data dictionary, measure definitions and refresh runbook ship with the app.

Track record & commercials

Proven work, priced openly.

The same move you're making — off static, fragile reporting onto a governed Power BI foundation — is one we've delivered before.

★★★★★

"Power BI enabled us to move beyond static reporting from SQL Server. Automation and interactive dashboards streamlined data delivery and gave stakeholders immediate access to actionable insights."

Jason Corbett Kennedy Wilson — real estate investment & management

★★★★★

"They helped us build strong data foundations and Power BI dashboards, giving our team clarity, confidence, and better decision-making."

Addy Kusi Goodwin Living

Relevant build

Interactive Sales Dashboard

We've built a dynamic analytics dashboard tracking sales, units, products and performance trends across multiple business dimensions — the direct ancestor of pages 1 and 3 in this sample.

Starting the build

Where we'd start you

Jumpstart

We assess your DMS and your developer's current build, define the app, and give you a written roadmap and fixed estimate. No development begins until you approve the number.

Flexible

Hour bundles

1 hr

$600

3 hrs

$1,500

5 hrs

$1,750

10 hrs

$3,000

What a managed service actually gives you

We keep your live reports running, evolve them as your business changes, and watch the data so you don't have to.

Modify & add reports

Change existing reports

Adjust what you have or build new ones as your sales process and metrics evolve.

Keep it running

Environment health

Monitoring, refresh management, and maintenance so your dashboards stay live every morning.

Analyze the data

Proactive insights

We review trends and outliers so opportunities and risks surface before they become problems.

No single-person risk

Team-backed ownership

Documentation, training, and a full bench behind the build so knowledge never walks out the door.

Keeping it running — your safety net against one-person risk

Option 1

$1,800_/mo

Monthly planning call
System maintenance & monitoring
4 development hours / month
Expert & email support

Option 2

$2,800_/mo

Everything in Option 1
1 license included
7 development hours / month
Monitor & manage 3 reports/apps/flows
Hosting & warehouse automation to $150

Option 3

$3,800_/mo

Everything in Options 1 & 2
2 licenses included
12 development hours / month
Monitor & manage 4–5 reports/apps/flows

Enrollment includes 10% off post-project development work. Hours don't roll over. Plans cover enhancements, new attributes, API updates and column changes. Fully managed reporting requires a six-month minimum. Training available: Lite $1,650 / person, Advanced $3,000 / person.

Next step

Thirty minutes with your developer, and we can size it.

One short call to see how your DMS connects and what your current build already covers. From there you get a written scope and a fixed number — and a plan that makes sure this never rests on one person again.

Book the technical call powerbiconsultingservices.com

Immediately

You answer the four questions from earlier. We can size a Jumpstart from those alone.

Within a week

Call with you and your developer, then a written scope and fixed estimate.

Within a month

Data connected, first live pages against your real deals, ROs and inventory.

EmailInfo@powerbiconsultingservices.com

Phone+1 (980) 771-4716

LocationMooresville, North Carolina

YouTube@biconsultingservices7774

The one-line promise

Your team sees their goals live. Your visibility stops depending on one person. We simplify your data — you grow.

Illustrative data notice. Team members, units, brands, financials, commission figures and pricing throughout this deck were created by BICS for this presentation. They reflect a typical Southwest Florida boat dealership, but no figure originated in Bonita Boat Center's management system.