Power BI for Sage 300: 10-Hr Implementation


A rapid deployment of Power BI for Sage 300 to produce the financial data model, dashboards, and Excel template for all the selected companies.

The Financial Data Model covers General Ledger, Accounts Payable and Accounts Receivable. Requires PowerBI subscription through Dynamics Southwest. Contact us for details.


Implementation Planning (5 hours)

  • Software Requirements Review
  • Sage 300 System Review
  • Server and Credentials

Deployment (5 hours)

  • Installation
  • Apply the PBIX file
  • Publishing and data refreshing
  • Analyze in Excel


  • The comprehensive financial optimizer dashboard provides q