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Operational analytics and data modeling
Power BI & Business Intelligence
Turn ERP and operational data into decision-ready dashboards with defensible measures, clear definitions, and drill-through to the business detail.
Optimion builds Power BI models for inventory, purchasing, profitability, fulfillment, finance, support operations, and management reporting using DAX, Power Query, and well-defined data grains.
- Inventory
- Purchasing
- Profitability
- Fulfillment
- Finance
- Support
- ERP data
- Management KPIs
Operational needs
Reporting problems we solve
The work starts with the actual handoff, exception, or decision that is slowing the team down—not with a predetermined platform.
- Manually assembled weekly and monthly reports
- Conflicting KPI definitions across departments
- Inventory movement and working-capital visibility
- Purchase-order risk and vendor follow-up priority
- Invoice, item, vendor, and salesperson profitability
- Business Central and Odoo/PostgreSQL reporting
- Fulfillment and sales-order performance
- Row-level access and management reporting
Implementation approach
Built around the system of record and the people using it
- 1
Map the process
Define the business decision and grain before building visuals
- 2
Design the system
Model dimensions and facts so measures aggregate correctly
- 3
Build and validate
Document KPI definitions and time-window logic
- 4
Launch with ownership
Reconcile totals to the operational source
- 5
Monitor and improve
Design focused dashboards, filters, drill-through, refresh, and access
Systems we work with
Experience integrating with your operating stack
- Power BI
- DAX
- Power Query
- Business Central
- Odoo
- PostgreSQL
- OData
- ODBC
- Zendesk
- SharePoint
Good fit
Who this service is for
- Leaders spending too much time assembling operational reports
- Teams that do not trust their current dashboards
- Business Central or Odoo users needing cross-functional reporting
- Organizations analyzing large item, invoice, order, or support datasets
Frequently asked questions
Straight answers before we talk
Can you build Power BI dashboards from Business Central or Odoo?
Yes. Work includes source connection, Power Query shaping, dimensional modeling, DAX measures, reconciliation, refresh design, and the report experience. For Business Central, we also work with OData, APIs, and Value Entry data where needed.
Can you report on inventory and purchasing?
Yes. Verified work includes inventory velocity, top stocked items, purchase-order health, daily sales-order reporting, drop-ship fulfillment, and invoice profitability.
Do you support row-level security?
Yes, where the reporting audience and data model require it. Access rules are designed alongside the semantic model and tested with representative roles.
Can you work with the software we already use?
Yes. Optimion normally starts with the current stack, maps how information should move, and then uses native automation, APIs, middleware, or custom code to connect it. Replacing a platform is recommended only when the existing system cannot support the required process.
Start with the real process