Power BI Consulting for Sales Teams

Why your Power BI reports don't agree

Most sales teams never planned their Power BI setup. Someone connected a CRM export, someone else added a sheet with ad spend, and a few months later there are dozens of reports showing different revenue for the same month. Sales managers stop trusting them and go back to emailing an analyst.

The tool is rarely the problem. What's missing is a data model that reflects how your business actually works: what counts as an opportunity, when a deal becomes revenue, how an account shared by two reps gets credited. Once those rules are written down in one place, Power BI is fast and everyone sees the same number.

We are a data consultancy based in Madrid, Spain, working with sales and marketing teams across Europe. As your Power BI consultant, our goal is simple: your team gets its answers without filing a ticket with IT.

What our Power BI consulting covers

Star-schema data model

Facts (opportunities, orders, sessions, campaign spend) kept apart from dimensions (accounts, reps, products, calendar). That is what makes filters behave as expected and keeps reports fast as data grows.

Well-defined DAX measures

Revenue, margin, weighted pipeline, win rate and cost per opportunity are defined once in the semantic model and reused by every report. Change a definition and it changes everywhere.

CRM, ERP and GA4 in one place

We land the data in a warehouse (BigQuery, Azure, Snowflake or Databricks, depending on your stack) and Power BI reads from there. GA4 data, for example, comes from its BigQuery export rather than manual downloads.

Row-level security (RLS)

Each rep sees their own accounts and pipeline, each regional manager their region, the sales director everything. We drive it from a permissions table and one dynamic rule based on who is signed in, not one role per person.

Reports people actually open

Each page supports a decision: the weekly pipeline review, campaign tracking, the end-of-quarter forecast. Fewer pages, each with the question it answers written at the top.

Refresh and distribution

Scheduled refresh, tidy workspaces and a Power BI app, so nobody works from an outdated copy of a .pbix file.

Row-level security in Power BI, done properly

RLS is the most requested feature and the one most often built badly. The usual pattern is one role per sales rep, maintained by hand, which breaks every time someone changes territory. We keep the assignment in a table (who sees which accounts or regions), ideally fed from the CRM itself, and filter with a single rule based on the signed-in user.

One detail many teams miss: RLS applies to people who consume content as viewers. Anyone with edit rights in the workspace sees all the data. So we review workspace roles as well as the rules in the model.

Before publishing, we test each role and check that a rep can't see another team's numbers.

How we work as your Power BI consultant

1
Questions first
We sit down with sales and marketing and list the questions they ask every week. Measures and pages come from that list, not the other way around.
2
Review what you have
We look at your current reports and models: what can be kept, which measures contradict each other, and where each number comes from.
3
Data and model
We connect the sources, build the model and write the measures with documented definitions.
4
Reports and permissions
We build the pages, set up row-level security and publish.
5
Adoption
We stay with the team for the first weeks, fix what isn't clear and show your analysts how to build their own reports on top of the model.

Power BI consulting FAQ

Can you work on our existing Power BI reports?

Yes. The model can often be reorganized without throwing away reports your team already knows. We tell you what is worth keeping and what is not.

Do we need a data warehouse to use Power BI?

Not always to get started. But once you combine CRM, ERP, GA4 and ad platforms, a warehouse stops every report from doing its own transformations.

Can Power BI connect to HubSpot or Salesforce?

It can, but we usually bring CRM data into the warehouse and model it there, so Power BI and any other tool read the same version of the truth.

Do you also work with Microsoft Fabric?

Yes. If your company already runs on Microsoft, Fabric brings data preparation and Power BI onto one platform, and we help you decide whether it is worth it.

Do you only work with companies in Spain?

No. We are based in Madrid and work with teams across Europe.

Business intelligence consulting Microsoft Fabric consulting Power BI vs Looker Studio vs Tableau

Talk to a Power BI consultant

In a 30-minute call we look at your setup. We'll tell you if we can help, and if we can't, we'll tell you that too.

Book a 30-minute call