Power BI dashboards and reporting systems scoped around your data, decisions, and handover needs.

Quanta Meridian helps teams review, rebuild, and document dashboard and KPI reporting across operations, compliance, finance, and workforce analytics.

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Service Focus

The site focuses on practical analytics delivery rather than generic automation promises.

Compliance and assurance reporting

Operations performance dashboards

Finance and KPI dashboards

HR and workforce analytics

Excel, CSV, SharePoint, and SQL-backed reporting

Documentation and handover

Packages

Each service is scoped around source complexity, dashboard pages, reporting audience, and documentation needs.

Scoped review

Dashboard Review & Improvement

scoped after asset review

A focused review for teams with an existing dashboard, report, spreadsheet pack, or PBIX that needs clearer measures, cleaner layout, stronger trust, or better handover notes.

Best for

Existing Power BI reports
Manual Excel reporting
Dashboards that are hard to trust
Reporting packs that need a clearer structure

Typical inputs

Existing PBIX files
Excel workbooks
CSV exports
Screenshots or report links
Known pain points

Typical outputs

Improvement review
Prioritised backlog
Quick-win fixes where in scope
Documentation notes

Included

Dashboard and metric review
Data-source and refresh risk review
Usability and layout recommendations
Maintainability notes

Limitations

Does not guarantee a full rebuild
Requires access to the existing report assets
Data remediation is scoped separately if source quality is poor

Scope a dashboard review

Starter build

Starter Dashboard Build

based on source complexity

A compact build for one priority reporting need, usually based on a small number of Excel, CSV, SharePoint, or SQL-backed inputs.

Best for

Single-team reporting
One-page KPI views
Replacing a manual tracker
Early-stage reporting structure

Typical inputs

Excel files
CSV exports
SharePoint lists
Simple SQL extracts
Metric definitions

Typical outputs

One focused dashboard
Core KPI model
Basic filters
Handover notes

Included

Source review
Basic cleaning and shaping
Dashboard layout
Core DAX or calculated fields
Short handover

Limitations

Not suited to complex multi-source automation
Advanced security and automated pipelines are scoped separately
PBIX publication depends on access and deployment setup

Scope a starter build

Professional build

Professional Dashboard Build

scoped after discovery

A fuller dashboard build for operations, compliance, finance, workforce, or executive reporting where users need multiple pages, defined measures, and clearer governance.

Best for

Compliance and assurance reporting
Operations performance dashboards
Finance and KPI reporting
HR and workforce reporting

Typical inputs

Excel and CSV exports
SharePoint lists
SQL tables
Business system exports
Existing management packs

Typical outputs

Multi-page dashboard
Reusable data model
Documented measures
Review-ready visuals
Handover documentation

Included

Data model design
Power Query transformations
DAX measures
Report page design
Testing notes
Documentation and handover

Limitations

Requires agreed metric definitions
Complex data engineering may need a separate phase
Live refresh depends on source-system and tenant access

Scope a professional build

Custom scoped build

Analytics System / Multi-Page Dashboard

scoped after discovery

A larger reporting build for teams that need connected dashboard pages, repeatable refresh logic, documentation, and a clearer analytics operating structure.

Best for

Multiple reporting audiences
Cross-functional KPI packs
Teams standardising recurring reporting
Dashboards needing stronger documentation

Typical inputs

Multiple spreadsheets
SQL datasets
SharePoint lists
Business system exports
Existing reporting packs and process notes

Typical outputs

Multi-page reporting system
Structured source model
Refresh and handover notes
Documentation pack
Backlog for future phases

Included

Discovery and reporting blueprint
Model and transformation design
Multiple dashboard pages
Quality checks
Documentation and handover support

Limitations

Delivery depends on source access and data quality
Production deployment, permissions, and refresh setup require client environment access
Major upstream data fixes may need separate work

Scope a system build

What Affects Scope

Commercial scope is confirmed after source review rather than promised from a generic menu.

Number and condition of data sources

Metric definitions and stakeholder alignment

Power BI, Excel, SharePoint, SQL, or web delivery needs

Refresh, access, and deployment requirements

Documentation, handover, and support expectations

Whether source data needs cleaning before reporting work can start

Engagement size is confirmed after reviewing the data-source condition, number of dashboard pages, refresh requirements, documentation needs, and handover expectations.

Delivery Shape

A simple delivery flow keeps the work grounded in requirements, source quality, and handover.

Discovery

Clarify users, decisions, source systems, and success criteria.

Source review

Inspect files, fields, refresh risks, data quality, and reporting gaps.

Build and review

Create the dashboard, measures, visuals, and documentation iteratively.

Handover

Provide notes, known limitations, and optional support recommendations.

Next Step

Start with the reporting problem and the data you already have.

Scoping preparation

Describe your dashboard or reporting need

Share the business question, current data sources, desired output, and timeline. Do not send confidential data in the first message.