Power BI & Data Consulting · Calgary

Your data already knows what to do next. It just can't tell you yet.

Vizroots connects your spreadsheets, CRM, and business systems into one clear Power BI dashboard — so you can see what's working without digging through five different tools first.

2–4 wksTypical build time
1Point of contact, start to finish
0Jargon in your onboarding call
REVENUE MTD
$84.2K
NEW LEADS
312
WEEKLY TREND
The Problem

Your team is spending hours building reports no one fully trusts.

Data lives in your CRM, your accounting software, a shared spreadsheet, and someone's inbox. By the time it's pulled together, it's already out of date — and nobody's quite sure which version is right.

01

Scattered systems

Sales in one tool, finance in another, operations in a spreadsheet nobody wants to touch. None of it talks to each other.

02

Manual reporting

Someone copies and pastes numbers into a deck every week. It's slow, error-prone, and takes them away from actual work.

03

No single source of truth

Two people pull "the same" number and get two different answers. Decisions get made on gut feel instead.

What Changes

From scattered spreadsheets to one clear dashboard.

Before — Six Tabs Open

Sales_Q3_FINAL_v2.xlsxOutdated
crm_export_raw.csvUnformatted
Finance tracker (shared)Conflicting totals
Ops report (email)Two weeks old
"Who has the latest numbers?"Unclear

After — One Dashboard

SOURCES CONNECTED
4
UPDATED
Live
EVERYONE SEES THE SAME NUMBER
How We Help

Three ways to get from raw data to real answers.

Dashboard Development

Custom Power BI dashboards built around the decisions you actually need to make — not a generic template.

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Data Integration

We connect your CRM, spreadsheets, and business systems into one clean, reliable data source everyone can trust.

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Reporting & Insights

Ongoing reporting support so your dashboards stay accurate and useful as your business changes.

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How It Works

A straightforward process, start to finish.

01

Discovery Call

A free 30-minute conversation about your data, your goals, and whether we're a fit — no pressure, no pitch deck.

02

Plan & Scope

You get a clear, plain-language plan: what we'll build, what it costs, and how long it'll take.

03

Build

We connect your data sources and build your dashboard, checking in along the way so there are no surprises.

04

Handover & Support

You get a working dashboard, a walkthrough your team can actually follow, and ongoing support if you need it.

Let's Talk

Ready to see your data in one place?

Book a free 30-minute discovery call. We'll look at what you're working with and tell you honestly whether we can help.