📊 Power BI Dashboard Plan

Stop staring at spreadsheets. Get a dashboard plan you can actually build.

A custom Power BI blueprint with KPI specifications, star-schema data model, 5–10 DAX code snippets, security strategy, and a 4-week build roadmap — tailored to your data sources, your audience, and your Microsoft 365 environment.

Power BIEcosystem only
All MSConnectors
DAXIncluded
GCC / GCC-HighAware

What's inside

The blueprint your developer will thank you for.

Most Power BI projects fail not because Power BI is hard — but because nobody scoped the work. This plan does the scoping: what to measure, where the data lives, how to model it, what DAX to write, who sees what, and how to ship it in 4 weeks.

Dashboard Architecture

4 specific pages designed — purpose, audience, key questions, primary visuals, and interaction patterns.

KPI Specifications

6–8 metrics with definitions, formulas, target ranges, drill-down paths, and criticality.

Data Model

Star-schema fact/dimension table recommendations with grain, relationships, and Date table guidance.

Microsoft Connector Strategy

Specific connectors for SharePoint, Dataverse, SQL, Dynamics, Excel Online, and your other sources.

DAX Code

5–10 actual measure snippets — YoY growth, rolling averages, % of total, dynamic titles, KPI variance.

RLS & Security Strategy

Row-level security design so the right people see the right data.

4-Week Build Roadmap

A phased plan from data model to published report you can hand to your team or developer.

⚠ Important: This is a build PLAN, not a built dashboard. Implementation requires Power BI Desktop, license provisioning, and DAX/visual development effort. You (or your developer) will use this plan to build the dashboard. We're upfront because $147 doesn't buy 40+ hours of development. For context, most consultants charge $5K–$15K just to SCOPE a Power BI build — this is the same scoping work at $147 so you can hand it off with confidence.

Connector strategy

Works with your data sources.

The plan specifies the right connector and refresh pattern for wherever your data lives — Microsoft-native and beyond.

📁 SharePoint Online

Lists, libraries, document metadata · Native connector

📊 Excel Online (Business)

Files in OneDrive/SharePoint/Teams · Cloud-native refresh

⚡ Microsoft Dataverse

Power Apps & D365 backend · TDS endpoint

💼 Dynamics 365

Sales, F&O, BC, Customer Insights · Direct + Dataverse

🗄️ SQL Server / Azure SQL

On-prem (gateway) or cloud · Direct Query supported

🌊 Microsoft Fabric

Lakehouse, Warehouse, Real-Time · OneLake integration

🔄 Synapse / Data Lake

Azure Synapse, ADLS Gen2 · For larger data volumes

🔌 QuickBooks, Salesforce, etc.

Native connectors for non-MS sources · Configuration notes included

What you'll receive

Five formats, one blueprint.

PDF

Print-Ready Report

Excel

Build Tracker

Word

Editable Plan

Checklist

4-Week Action Plan

ZIP

Full Bundle

FAQ

Common questions.

Will I get a built dashboard?

No — this is a build plan, not a built dashboard. It's the complete scoping blueprint your team or developer uses to build it, including DAX snippets and the data model.

I don't use Power BI yet — is this still useful?

Yes. The plan tells you exactly what to set up, which licenses you need, and how to model your data before you ever open Power BI Desktop.

What if my data lives in non-Microsoft tools?

The connector strategy covers QuickBooks, Salesforce, and other non-MS sources with native connectors and configuration notes.

Will I get actual DAX code?

Yes — 5–10 ready-to-use measure snippets covering YoY growth, rolling averages, % of total, dynamic titles, and KPI variance.

I'm in GCC or GCC-High. Does this work for me?

Yes — the plan is GCC / GCC-High aware and accounts for the government cloud connector and refresh constraints.

What if I need help building it after?

You can engage Landoe Systems for the build itself — the plan is designed to hand off cleanly to us or your own developer.

Ready to actually ship a dashboard?

$147. 8 sections of intake. 24–72 hour turnaround. The plan your developer (or you) needs to stop staring at spreadsheets and start building.

Start the Plan — $147 →