Friday, 8:25. Ops says the dashboard’s green. Finance says Simpro’s amber.
You pause invoicing. Momentum dies. Everyone leaves frustrated.

That isn’t a charts problem. It’s a BI Reporting configuration problem.

Open your Simpro BI Reporting dashboard (built from your Simpro data). Place Invoices Issued vs Due alongside Completed & Invoiced, with In-Progress Jobs above.

That’s cash, at a glance. If those tiles match Simpro, you can act. If they don’t, you wait.

Why BI Reporting feels “off”

• Key details sit in the wrong fields — BI Reporting can’t filter or group.

• Cost centres don’t reflect your costs and final delivery.

• Status flow from quote → job → invoice isn’t smooth.

• Margins differ by team.

• The refresh misses the meeting deadline. No visible reconciliation — Finance won’t sign off.

What we set up — and teach:

We make the numbers match how you work. That means:

• A manageable number of cost centres (often 3–4) aligned to your revenue streams

• Filterable tags, job-level location data.

• A clear contractor vs employee split

• And the rest of the model, measures, and training that keep it working week after week.

We build the BI Reporting model from Simpro with consistent statuses and defensible measures — including one target margin percentage.

BI Graphical reporting you’ll actually use — no vanity walls:

• Cash Flow: In-Progress value; Completed & Invoiced; Issued vs Due (side-by-side to spot bottlenecks fast)

• Sales Conversion: Quotes created vs accepted with conversion rate

• Cost Centre: Revenue, costs, invoice counts, quotes value by cost centre

• Labour: Productivity, non-billable, scheduled vs worked

• KPI / Leads / Jobs / Margins: The trends and obligations that keep the business moving forward.

Reliability, not rework.

• Pre-meeting refresh on a set cadence.

• Reconciliation (BI ↔ Simpro):

  • Job-level: cost to invoice parity checks.

  • Period-level: BI revenue/WIP totals = Simpro for the same dates.

• Variances surfaced with owners, resolved before sign-off.

Right eyes, right slice.

Row-level security by centre/region/role (configured in BI Reporting) ensures Owners, Finance, Ops, Coordinators — each sees what they need.

Training that sticks.
Role-specific, seat-by-seat. We leave a runbook and simple governance (definition ownership + change control) so numbers don’t drift.

This is training to think critically, interpret trends, and make faster decisions — building your internal capability.

What changes you’ll feel, fast

• Cash you can see — issued vs due next to Completed & Invoiced. One glance. Better calls.

• One margin percentage — Finance signs the numbers; debate stops.

• Today’s priorities, clearly shown — Ready-to-Invoice, jobs ageing by status, re-visits.

• Recovery & margin in plain view — daily by cost centre.

• Cleaner inputs → faster outputs — accurate data, efficient invoicing, less rework.

Simpro is powerful. BI Reporting is powerful. Alignment is the lever.
When BI Reporting matches your Simpro data, cash is clearer, WIP is cleaner, margin holds — and the meeting starts on time.

Book your Simpro BI Reporting Inquiry Session here: https://www.resultsgroup.io/simpro_bi_reporting#col-n9dXZOaUJe2

Ops points at a BI Reporting dashboard in green. Finance points at Simpro in amber.
When BI Reporting reconciles with Simpro before the meeting, the debate stops. Cash is clearer, WIP is cleaner, and one margin holds.

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