Sage Intacct Power BI Dashboards | Nexus Data Works
WIP Schedule — Live
$28.4M
Backlog
13.8%
Portfolio GP
$1.2M
Net underbilled
Gross Margin Trend — Trailing 12
Percent Complete by Job
26-004 Flagship
78%
25-018 West Loop
94%
26-011 Midtown
41%
25-022 North Pier
66%
26-007 Harbor East
23%
24
Active jobs
Day 3
WIP closed
100%
Ties to GL
Home Sage Intacct Power BI
Sage Intacct Power BI — Commercial Construction

Your WIP Schedule Arrives
Five Days Late.
And You Still Check It.

We build the Sage Intacct Power BI layer commercial contractors actually trust — a real data warehouse underneath your ERP, with every number reconciled to your general ledger instead of approximated from it.

Zero failed engagements
Senior delivery — no hand-offs
Reconciled before it ships

The month-end your finance team is living with right now

None of this is a competence problem. It's a plumbing problem — and it compounds every month it goes unfixed.

📋

Chasing Estimates from PMs

Three haven't replied. The WIP schedule can't close until they do, and everyone knows which three.

📊

One Excel File, One Person

The model works. It's also a single point of failure nobody wants to say out loud.

📄

Change Orders Aging Out of Sight

Nobody can tell you the total outstanding, or how long the oldest one has been sitting there.

Numbers About a Month Already Over

By the time the schedule lands, the decisions it should have informed have already been made.

Most Sage Intacct Power BI dashboards
fail for the same reason

They're built on top of the ERP instead of underneath it. Point a report writer at Sage Intacct and you'll get something that renders fast and reconciles badly — because the hard part was never the visualisation. It's the ledger. Which book you're reading. Whether the posted date or the entry date governs the period. Whether a change order that was reversed and re-entered gets counted once or twice. Whether the sync connector's key column is stable enough that a transaction doesn't quietly appear in your data twice.

1

Reconcile Before Anything Gets Built

We connect read-only and tie your WIP schedule, revenue and cash position line-by-line to your general ledger. Ten structured tests covering ledger tie-out, transaction integrity, contract values, estimate quality, over and under billing, backlog and dimensional hygiene. Every discrepancy gets a dollar figure and a root cause.

📋 Findings Memo + Reconciliation Workbook
2

Build the Warehouse Underneath

A star schema in your own Azure tenant with slowly-changing dimensions on projects and project managers, and monthly WIP snapshots stored permanently rather than overwritten. Orchestrated pipelines with incremental sync, dependency management, retry logic and an audit log recording row counts for every run.

🏗 Azure SQL Star Schema + Orchestrated ETL
3

Then, Finally, the Dashboard

WIP schedule, over and under billing, revenue backlog, cash position, gross margin by project manager and profit centre, change order aging — with drill-through to the underlying transaction and row-level security so PMs see their jobs and executives see everything.

📈 Executive Power BI Dashboard + RLS
Why this matters: Get the ledger questions wrong and you get a beautiful dashboard that a CFO stops opening after the second time it disagrees with her close. We build the warehouse first. The dashboard is the last thing we do.

What a Sage Intacct Power BI dashboard puts on one screen

📊

A WIP Schedule That Closes on Day 3

Contract, cost to date, estimated total cost, percent complete, earned revenue and billing position for every active job — assembled automatically instead of chased across a dozen inboxes.

Over and Under Billing by Job

Net position across the portfolio and job by job, tied to the balance sheet WIP asset and liability accounts. You know which jobs are financing your client and which are financing you.

💸

Cash and Backlog in the Same View

Bank position from the general ledger sitting next to remaining-to-bill across the portfolio. The two numbers a contractor's board asks about first, on one screen instead of two systems.

📉

Margin Fade, Caught Early

Gross margin by job tracked month over month against where it started. Jobs eroding quietly show up as a trend line rather than as a surprise at closeout.

📋

Change Order Aging

Total outstanding, days outstanding, and which jobs are carrying the balance. Unapproved client change orders and subcontractor change orders tracked separately.

👤

Performance by Project Manager

Margin, billing discipline and backlog by PM and profit centre, with row-level security so each manager sees their own book and leadership sees the whole portfolio.

What changes when the reporting layer actually works

These figures come from completed Nexus Data Works engagements across construction, freight and financial services, built on the same Sage Intacct Power BI and Azure architecture described above. The pattern holds across industries: when the data layer is built properly underneath, the reporting problem stops being a monthly emergency.

Figures from completed NDW client engagements — not projections or industry averages.

Construction
50%
Faster month-end close
Freight
87%
Less weekly reporting time
Finance
100%
Adoption at thirty days

What it feels like when the numbers finally tie

The measure of a reporting engagement isn't the number of dashboards delivered. It's whether leadership changed how they make decisions — and whether they still trust the numbers six months later.

That trust is built in the reconciliation, not the visuals. It's the least glamorous part of the work and the only part that determines whether anyone opens the dashboard on the third of the month.

Start With a Teardown
"Nahom far exceeded my expectations and is one of the best BI developers I've worked with. He has a gift for visualizations and is a very hard worker. 100% recommend his services and will be using him again on all my projects."
TK
Tyler K.
CEO, Bpintel
Verified client — 47 engagements, zero failures

Start with a teardown, not a proposal

Free · 30 Minutes

WIP Teardown

Send your two most recent WIP schedules and the matching income statement. No system access, no NDA, no IT ticket.

  • Internal math consistency check
  • WIP earned revenue vs income statement
  • Stale and placeholder estimate detection
  • Month-over-month margin fade by job
  • Key-person and staleness risk review
  • Written summary within 48 hours, either way
Full Engagement

Warehouse & Dashboard Build

Eight to twelve weeks. Azure data warehouse, orchestrated ETL and the executive dashboard — scoped from what the audit actually found.

  • Azure SQL star schema in your own tenant
  • Orchestrated ETL with audit logging
  • Monthly WIP snapshots, never overwritten
  • Executive dashboard with row-level security
  • Training, documentation and pipeline walkthrough
  • Tiered post-delivery support

Built for commercial contractors on Sage Intacct

🏗

The Fit

Commercial general contractors and specialty contractors between roughly $40M and $150M in revenue, running Sage Intacct — or Vista, Sage 300 CRE or Acumatica — with 15 to 40 active jobs, no dedicated BI headcount, and a WIP schedule that lives in Excel. If that's you, a Sage Intacct Power BI build pays for itself in the first margin surprise it prevents.

👤

Senior Delivery, No Hand-offs

Every engagement is led by a principal consultant who writes the SQL, not a partner who sells the work and hands it to a junior. The person on your discovery call is the person in your warehouse. Forty-seven completed projects, zero failed engagements.

🔑

You Own Everything

The warehouse, the pipelines, the stored procedures, the model and the documentation all live in your Azure tenant. There's no platform to stay subscribed to and nothing to migrate if you stop working with us. That's deliberate.

Sage Intacct Power BI: common questions

Doesn't Sage Intacct already do WIP reporting? +
It does, and the native WIP feature is a genuine improvement — it automates the monthly WIP statement and automatically creates the over and under billing GL transactions for you. If producing the statement is your bottleneck, use it. You may not need us at all. What it doesn't do is put WIP alongside cash position, revenue backlog, change order aging, margin by project manager and overhead burn on one screen, with drill-through to the underlying transaction. That's a different job, and we'll tell you honestly on the first call which one you actually have.
We tried a dashboard already and the numbers were wrong. +
Almost everyone has. The cause is nearly always the same: someone built visuals before anyone reconciled to the ledger. Both a Sage Intacct report writer and Power BI can render a number that looks authoritative and is quietly wrong, because the underlying question of which accounts, which book and which date field was never settled. Our first deliverable isn't a dashboard — it's a reconciliation, validated against your controller's close and signed off before anything gets published.
Who owns the data warehouse when the project ends? +
You do. Everything is provisioned inside your own Azure tenant — the SQL database, the pipelines, the stored procedures, the Power BI model and the documentation. There's no platform to stay subscribed to and nothing to migrate if you stop working with us.
What does the infrastructure cost to run? +
Typically $50 to $200 per month depending on data volume, plus a sync connector licence of roughly $1,000 annually and your existing Power BI licensing. These are paid directly to Microsoft and the connector vendor, not to us. We'll size it precisely during the audit.
How long before we see something real? +
The reconciliation audit delivers written findings in two weeks. A full build runs eight to twelve weeks, with a working dashboard on your real data at roughly the halfway point rather than at the end. You see the numbers tie before you see the visuals.
Do you need write access to Sage Intacct? +
No. Everything is read-only. We extract data out of Intacct; nothing is ever written back into your ERP. The audit can even run on flat exports your controller sends us, with no API access at all, if that's faster than a security review.
What if we're on Vista or Sage 300 CRE instead? +
The architecture is the same and the construction accounting logic is identical — only the extraction layer differs. We work with Viewpoint Vista, Sage 300 CRE and Acumatica alongside Sage Intacct.
Can this include Procore data? +
Yes, as a defined addition. Procore integration brings in pending change orders and pending cost changes, which materially improves forward-looking margin visibility. It's scoped and priced separately from the core build because the integration work is genuinely more complex than the ERP side.
Will our project managers have to change how they work? +
Minimally. PMs still provide monthly cost-to-complete estimates, because that's a judgement call that can't be automated. What changes is the collection mechanism — it moves from chasing spreadsheets to a structured monthly form that feeds the warehouse directly.

Find out where your WIP schedule
disagrees with your GL.

Thirty minutes, no system access, no pitch. Send your two most recent WIP schedules and the matching income statement, and we'll walk you through what we find. You get the written summary either way.

STEP 01

Send two WIP schedules

Files you already have on your desktop

STEP 02

Thirty-minute teardown

We walk you through what we found

STEP 03

Written summary in 48 hours

Yours whether you engage or not

STEP 04

Decide what's next

Zero pressure, full clarity

Book Your Free WIP Teardown
Send your two most recent WIP schedules and the matching income statement. Thirty minutes, no pitch.
No system access required. We reply within one business day.