Simpro Financial BI Report

@usmanbashir12100

Hi, I can build a clean, refreshable financial report from your Simpro data inside Power BI (or Tableau, if preferred). The report will show item-level sales, margin, and sale price, with dynamic classification by margin percentage and a default “last month” date filter. Here’s my approach: Data Connection: Connect directly to Simpro via API (or export), ensuring scheduled refreshes. Data Modeling: Build a simple model calculating margin as Sale Price – Cost, reconciling with Simpro financials. Reporting: Interactive dashboard with adjustable date-range filter, export-ready layout for PDF/Excel. Validation: Cross-check totals and margins against Simpro to ensure accuracy. I’ll deliver the editable Power BI file, queries, and any scripts used. Once you provide access, I can start immediately.

@ameenulhaq66

Hi Sam, Thank you for considering my proposal. With over 8 years of real-world Excel experience, I am well-equipped to assist with your Simpro Financial BI Report project. I have carefully reviewed your project requirements and am eager to discuss it further with you in chat. I have a strong background in creating clear and refreshable financial reports, and I am proficient in various BI tools such as Power BI and Tableau. I can ensure that the report accurately reflects the data from your Simpro instance and meets your specifications. I would like to connect with you in chat to discuss the details of your project and how I can help bring your vision to life. Regards.

@sonarkaushik

Dear Client, I am writing to express my interest in collaborating with you on your project. Based on the project details provided, I assure you that I have the skills and expertise required to deliver high-quality work within the specified timeframe. I am confident in my ability to deliver exceptional results for your project. I am committed to maintaining open lines of communication, delivering on time, and ensuring your complete satisfaction. Waiting to hear from you. With thanks regards

@mohjib092

I can build a clean, refreshable report in Power BI (or Tableau) directly connected to Simpro. It will show items sold with sale price, margin, and margin %, include a date filter defaulting to last month, and refresh on a schedule. You’ll get the editable source file, all queries/measures, and figures that reconcile with Simpro—formatted for quick export to PDF or Excel.

@mattafareed4848

Hello I can build a refreshable financial report from Simpro showing item, sale price, and margin with classing by margin %, a date-range filter defaulting to last month, using Power BI or Tableau connected via API or export, ensuring all numbers reconcile with Simpro, scheduled refreshes, and delivery of the editable source file with queries and scripts. Regards Muhammad

@GdevDataSceince

Hi there, I am a Data Scientist,I specialize in advanced data visualization and reporting using Power BI, DAX formulas, Tableau, and Looker Studio to transform raw data into meaningful insights. My expertise includes creating custom dashboards, KPI tracking, interactive reports, and automated data models that help businesses make data-driven decisions with clarity. With strong command over DAX calculations, drill-through reports, and cross-platform integration, I ensure accuracy and actionable outcomes. I focus on delivering clean, visually appealing, and performance-optimized dashboards tailored to your business goals. My commitment is to provide scalable, insightful, and user-friendly solutions that empower stakeholders and enhance decision-making. Let's discuss this further via chat, and I'll start your project right now. Thank you. Gdev

@bimzaman000

Hey! I have gone through your description. I have done MPhil in statistics. I have expertise in data analysis and data visualization. I have strong command on Excel, Tableau and Power Bi. I have previous experiene on it and i can also show you some samples if you message me. I can provide you with quality work that meets all your requirements. I can do this job with full accuracy and on time. Looking forward to see your interest. Thank-you.

@besho87

Hi, I can build a refreshable BI report from your Simpro data that shows Item | Sale Price | Margin with margin % classification and a date filter defaulting to “Last Month.” I’ve done this type of BI + financial reporting work many times before, connecting operational systems to Power BI/Tableau and ensuring all figures reconcile with source financials. How I’ll approach it: • Connect via Simpro API or scheduled export • Clean data model (items, sales lines, costs) • Build accurate margin & margin % measures • Add classification bands and export-friendly layout • Set up scheduled refresh and validation checks Deliverables: • Editable Power BI or Tableau file • All queries/scripts (M, DAX, SQL if used) • Short handover guide for refresh and logic changes I work with both professionalism and speed, and I focus on accuracy so numbers always match Simpro’s financials. If you share your preferred BI tool and Simpro access method, I can start immediately. Best regards, Beishoy

@dwashil3000

I have done a similar project a week ago. I am sure you will give me more projects after this. I am interested to do this project too and ready to complete this within the timeline. Kindly check my profile to see all rating and reviews given by clients. Hoping to hear from you soon.

@trm66614

Hi there,Good afternoon I am Talha. I have read you project details i saw you need help with Power BI, Software Architecture, Data Processing, Visual Basic, Tableau, Excel, Data Visualization and Business Intelligence I am writing to propose an innovative approach to tackle your project. Our proposal centers on delivering creative and effective solutions that will set your project apart. We will present fresh, out-of-the-box ideas that align with your project's objectives, demonstrating how we can achieve remarkable results. Please note that the initial bid is an estimate, and the final quote will be provided after a thorough discussion of the project requirements or upon reviewing any detailed documentation you can share. Could you please share any available detailed documentation? I'm also open to further discussions to explore specific aspects of the project. Thanks Regards. Talha Ramzan

@Appworldz

Hi, I help service businesses turn raw Simpro data into clear, board‑ready financial insights, and can build exactly the last‑month item/margin/sale‑price view you described with a dynamic date filter and default “last month” window. For this project, the approach will be to first connect Simpro via BI Reporting or API/export (depending on your access level) and confirm which financial fields drive margin reconciliation against Simpro’s own P&L, then model a fact table of items sold with measures for cost, sale price, and margin %, configure an auto‑refresh schedule into your chosen BI layer (Power BI / Tableau / native Simpro BI), and finally design a clean layout optimised for one‑click export to PDF/Excel, including item classification by margin band (e.g. <10%, 10–20%, >20%). Would you prefer the report built directly in Simpro BI Reporting, or surfaced via an external tool like Power BI while still staying fully reconciled to Simpro figures? Once we align on tool choice and data access, the work can start immediately and will conclude with a short walkthrough plus delivery of the editable source file and all queries/scripts, so your team is not vendor‑locked. Regards Sahanaj

@jepita200

Hello there,, I have advanced experience in Data Mining, Statistics, Statistical Analysis and Data Science. With my vast background in data analysis and management, I am confident in my ability to handle your categorical data project effectively and efficiently. I have extensive experience in collecting, cleaning, analyzing, and visualizing data using Python programming, an invaluable asset for a project of this nature. Additionally, I am well-versed with CRISP-DM framework and adept at identifying patterns within datasets Choosing me means benefitting from not only my expertise but also my personal approach to projects. I understand that each task is unique, requiring tailored skills, and so I'm willing to go the extra mile to provide you with results that meet and exceed your expectations. Let's join forces in this project as our combined strengths will surely produce a result that's efficient, elegant and insightful! Let's not waste any more time! Together, we can mine this data efficiently and answer the questions to achieve your goals. Best Regards, Thanks

@maximg10

⭐Hi, I’m ready to assist you right away!⭐ I believe I’d be a great fit for your project since I have in-depth experience in building financial reports using BI tools like Power BI and Tableau. My expertise extends to connecting BI environments directly to data sources, ensuring data refresh on schedule, and creating editable source files with tailored queries and scripts. Moreover, I excel in designing measure logic for margin calculations that align perfectly with the financials from Simpro. By optimizing the layout for easy export to PDF or Excel, I guarantee a seamless experience in accessing and analyzing the financial data. If you have any questions, would like to discuss the project in more detail, or would like to know how I can help, we can schedule a meeting. Thank you. Maxim

@qualityxenter

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@Bhartifreelancer

Hi there, I came across your project titled Simpro Financial BI Report" and I'm excited about the opportunity to collaborate with you. Based on the project description you provided, I believe my skills align perfectly with what you're looking for. I have extensive Expertise in Graphic Design, Power BI, Database Programming, Visual Basic and Excel, ensuring top-quality and innovative designs. I believe that my skill set makes me the ideal candidate for this project Please come on chat we will discuss more about this Regards

@SolutionMart

My name is "Usama Safdar" and I am a Ph.D degree holder which means I am highly-capable to tackle this project "Content Editor " with 100 percent accuracy. I am a professional writer with over 6 years of experience in writing; Essays, Research Summaries, Thesis, Dissertation, Lab Reports and Case Studies. I always provide High-Quality Solutions within the shortest possible time with all instructions followed against very reasonable prices. I can manage works even with shortest deadlines like; "2500 words work in just 6 Hours" with very reasonable time. As a pro academic writer I am also familiar with all the referencing styles; such as APA, Harvard, OSCOLA, IEE, MLA etc. I always provide plagiarism-free solutions and as a prove I also provide "FREE Turnitin reports". For Samples, please visit my profile https://www.freelancer.com/u/SolutionMart Please message me to start the discussion. Thank You

@adnank30

I understand you need a reliable, refreshable financial view built directly from Simpro that surfaces item-level performance clearly and reconciles exactly with Simpro’s financials. The priority is accuracy, transparency, and a layout that decision-makers can read and export quickly—without manual workarounds. My approach is to treat this as a data-modeling and validation exercise first, then a BI presentation layer second. I’ll connect cleanly to Simpro, model margin logic to match source calculations, and build a default “last month” view with flexible date controls. * Connect to Simpro via API or structured export with scheduled refresh * Model item, cost, sale price, margin value, and margin % with reconcilable logic * Build a filterable BI view defaulting to last month, with quick date overrides * Format for clean PDF/Excel export and provide full editable source + queries I’ve built finance and operations reports where trust in the numbers is non-negotiable, and I document assumptions and validation steps so figures can be audited confidently. Happy to walk you through my proposed connection, data model, and reconciliation process before we begin. Sincerely, Adnan

@malkesh3m

⭐ Hello, I’m available immediately. I reviewed your requirement for a refreshable financial BI report from Simpro data. I can build this in Power BI (or your preferred BI tool) with: Direct connection to Simpro via API/export Report showing item, margin, and sale price Margin percentage calculation Date-range filter (default: last month) Scheduled auto-refresh Editable source file with all queries Validation to match Simpro financials I will connect, model the data, create measures, and ensure accurate reconciliation before delivery. Please message me so we can discuss access and start quickly. Thanks

@sayarsinghseo

Hi there! I'm Sayar Singh, a seasoned Data Scientist, SEO Specialist, and proficient in data processing and visualizing tools such as Excel and Power BI. With a deep understanding of connecting, modeling, and validating complex financial data - I am absolutely confident in my capacity to deliver accurate, understandable financial reports from your Simpro data to your BI environment. Having worked with numerous clients in the past to develop data-driven strategies for growth and visibility, I possess a unique blend of analytical precision and strategic thinking necessary for this project. My excellent command of Excel and Power BI will ensure the data pulled directly from Simpro maintains its integrity during refreshing schedules. Plus, I always provide my clients with the underlying queries or scripts used for transparency. Moreover, what sets me apart is my commitment to delivering not just a report but an editable source file that is quickly exportable to PDF or Excel. This guarantees ease and flexibility in data manipulation or presentation - something I prioritize for all of my clients. Let's get started on transforming your Simpro financial data into actionable insights that drive measurable Nousdon Solutions: Innovative Digital Marketing Solutions for Real Businesses