FSM, continued: A live Power BI dashboard
Once the field service platform and QuickBooks were connected, we built a Power BI dashboard on top of the data — tracking efficiency by technician, sales by region, profitability, and sales by product and service category, all drillable and filterable.
This case study continues the field service engagement. Once the FSM platform and QuickBooks Online were connected, the data was finally flowing — but it was hard to see.
Invoices, technicians, regions, services, and products were all there, but spread across systems and reports that didn't talk to each other. Leadership couldn't easily answer the questions that matter: which technicians are most efficient, where sales are coming from, which services and products are most profitable.
They needed the data they now had turned into something they could actually act on.
We built a Power BI dashboard on top of the connected data. It updates live as office staff invoices, pulling from the FSM platform and QuickBooks Online into one view.
Four core views sit at the center: efficiency by technician, sales by region, profitability, and sales by product and service category. Every view is drillable and filterable — by date, region, technician, and category — so leadership can go from the headline number down to the individual transaction.
A dashboard that actually answers questions
Four core views, all drillable — here's what leadership gets.
Live data refresh
The dashboard updates as office staff invoices — no manual refresh, no stale numbers.
Drillable & filterable
Slice by technician, region, product or service category, and date range — drill from the headline number down to the transaction.
Multi-source
Pulls from the FSM platform and QuickBooks Online into one view, so operations and finance sit side by side.
Role-based access
Leadership sees the full picture; teams see what is relevant to them.
Leadership now has a live view of the business that updates as it happens — efficiency by technician, sales by region, profitability, and sales by category, all in one place.
Questions that used to take a report request and a wait now take a click. And because the dashboard sits on the connected data, it stays current without anyone lifting a finger.
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