Job margin, work in progress, cash, receivables and payables, on one screen, refreshed straight from your Sage database. No more month-end exports or rebuilding WIP in a spreadsheet, and every number ties back to Sage.
Works with Sage 100 Contractor on your own server or cloud-hosted, including myCREcloud.
Sage 100 Contractor keeps accurate books, but its reports answer one question at a time. To see how the company is really doing, someone runs a report, exports it to Excel, runs three more, and stitches them together. The WIP schedule gets rebuilt by hand every month. By the time anyone notices a job sliding, it is usually closing.
A Power BI dashboard built on the Sage database does that stitching automatically. Leadership sees the whole company on one screen, clicks into any job, and sees the same figures the controller sees in Sage, without waiting for month-end.
Every page switches between month, quarter and year to date, drills from the summary down to the detail behind it, and works on a desktop, tablet or phone.
Revenue, gross profit, net income and cash at a glance, with a profit and loss statement that ties line for line to your Sage income statement.
Percent complete, earned revenue, estimated cost at completion, and over and under billing for every open job. No spreadsheet to rebuild each month.
Cost against budget by cost code and cost type, margin by job, and jobs running past budget or contract, by project manager and superintendent.
Aging on the terms actually recorded on each invoice, retainage shown separately, and average days to collect by customer.
What you owe and when it comes due, by vendor and job, with average days to pay.
Operating expense by category against prior periods, and a current balance for every bank account in the general ledger.
Connecting Power BI to Sage 100 Contractor is the easy part. The tables have six-character names and no published documentation, and a handful of quirks will quietly throw off every total if nobody accounts for them. We already have.
Sage keeps voided invoices, bills and ledger entries in the same tables as live ones. Leave them in and revenue, cost and cash are all overstated.
AIA billing tables store amounts to date, not amounts for the period. Adding them up multiplies your billings.
Cost posted to a job with no budget drags down reported margin with nothing on a standard report to explain it. We flag every one.
One entry keyed to the wrong year can push the calendar years ahead and break every year-to-date figure. We guard against it and list the entries to correct.
Open, closed, bid and contracted jobs are stored as codes. Read them wrong and WIP includes jobs that finished last year.
Bank accounts are identified from the general ledger itself, so none is left out of your cash position.
A secure Microsoft data gateway on your network reads the Sage database on a schedule you choose. Nothing is written back to Sage.
We work with your hosting provider to set up the same read-only connection. Your team keeps using Sage exactly as it does today.
A diagnostic run directly against your Sage database: jobs with no budget, jobs past contract, aging against real terms, mistyped dates. You get a written findings memo with dollar figures, whether or not you build a dashboard.
The full multi-page Power BI dashboard, published to your Microsoft tenant, refreshed on a schedule, and set up for desktop and phone, with training for your team.
A monthly retainer at one of four tiers, from keeping your reporting healthy to making us your analytics lead.
BP Builders asked for a single executive summary page on top of Sage 100 Contractor. The assessment turned up cost sitting on jobs with no budget and receivables aging worse than anyone realized. Today the CEO has the whole company on one dashboard, from the profit and loss to each job's margin, by project manager and superintendent, on a desktop or a phone.
Glenn Plante, CEO BP Builders“I didn’t know exactly what I was looking for until I met Kyle. I provided a brief explanation of what I was envisioning and in a couple short weeks he built a dashboard that took away all my concerns, sleepless nights, and he exceeded my expectations in the process! Almost like he knew exactly what I was looking for!
I would recommend him and his company to anyone!”
Yes, including myCREcloud. We work with your hosting provider to set up a read-only connection, and your team keeps using Sage exactly as it does today.
No. The dashboards don't query Sage every time someone opens a page. They read the database on a schedule you choose, and refreshes can run outside working hours.
No. The connection is read-only. Nothing is ever written back to your Sage database.
As current as the last scheduled refresh, which can run several times a day. Every figure comes straight from the Sage database, so it can't drift from your books.
Usually, yes: each person who views the dashboards needs a Power BI Pro license unless your organization already has Microsoft's capacity licensing. We confirm exactly what you need during the assessment.
Nobody's is. The assessment finds what needs cleaning up, and the dashboard flags new issues as they come in, so the numbers get more reliable over time.
No. Your Sage partner handles licensing, setup and support. We work only on the reporting and analysis built on top of Sage, and send Sage questions back to them.
You do. They are published to your own Microsoft 365 tenant, and every measure, table and assumption is documented and handed over.
The data assessment is a $3,000 fixed fee. The dashboard build is a fixed fee quoted after the assessment, and ongoing support is a monthly retainer you can cancel anytime.
Start with the assessment: a quick turnaround against your database, a written findings memo, a $3,000 fixed fee. If what it turns up isn't worth more than it cost, we stop there.
Each tier includes everything in the one before it. Move between them as the need changes — there's no penalty for stepping down a tier or pausing.
| What's included | Tier one Maintenance |
Tier two + Exceptions |
Tier three + Consulting Analytics consulting unlocked. |
Tier four + Priority Our highest level of service. |
|---|---|---|---|---|
| Keeping it running | ||||
| Refresh monitoring — we find out before you do | ✓ | ✓ | ✓ | ✓ |
| Gateway, credential and license upkeep | ✓ | ✓ | ✓ | ✓ |
| Fixes when Sage changes underneath the model | ✓ | ✓ | ✓ | ✓ |
| Small additions — new measures, visuals, roll-ups | ✓ | ✓ | ✓ | ✓ |
| Someone to call when a number looks wrong | ✓ | ✓ | ✓ | ✓ |
| Catching problems early | ||||
| Monthly exception report | — | ✓ | ✓ | ✓ |
| Cost with no budget, cost above contract | — | ✓ | ✓ | ✓ |
| Billings with no contract, forward-dated entries | — | ✓ | ✓ | ✓ |
| Budgets changed without a change order | — | ✓ | ✓ | ✓ |
| Receivables aging past recorded terms | — | ✓ | ✓ | ✓ |
| Accounts miscategorized against the P&L | — | ✓ | ✓ | ✓ |
| Deciding what to do about it | ||||
| Business recommendations drawn from the data | — | — | ✓ | ✓ |
| Margin, job-type and bid profitability analysis | — | — | ✓ | ✓ |
| Cash position and forward projection | — | — | Monthly | Weekly |
| Help with Microsoft Excel spreadsheets | — | — | ✓ | ✓ |
| Leadership questions answered ad hoc, no new Scope of Work (SOW) | — | — | ✓ | ✓ |
| Priority access | ||||
| First claim on our time and the fastest responses | — | — | — | ✓ |
| Granular, role-specific dashboard page (e.g. superintendent for construction industry clients) | — | — | — | ✓ |
| Quarterly board / lender-ready package (useful for bonding and banking) | — | — | — | ✓ |
Fixed monthly fee at every tier. Cancel or change tiers with 30 days' notice.
