Trusted Numbers Review · Power BI audit

Know what to fix. Fund the right work.

A fixed-price Power BI, Fabric or Zoho reporting audit. Get the evidence behind disputed figures, a verdict on which reports to keep and a priced fix plan. You can approve reporting work with a clear reason for the spend. The two-week review starts once scope and access are agreed.

£2,000–£4,000 GBP ex-VAT · scope and fixed fee agreed first

See a sample finding See scope and pricing

UK-based · remote delivery · invoiced in GBP

01The useful answer

What is a Trusted Numbers Review?

It is a two-week review of the reports, measures and source systems agreed in your scope. We trace disputed figures, check the reporting model and document the work needed. You leave knowing which reporting changes to fund first, how each change will be checked and what the proposed build costs.

For a disputed number, the finding names the report, measure, source table and reconciling figure. Refresh and access findings record the configuration checked and the recommended change.

In BlackLine's 2024 global survey, 37% of CFO respondents lacked full confidence in their financial data. UK participants came from companies with at least £50 million in annual revenue. BlackLine survey and methodology

02Illustrative example · fictional data

See what a finding lets you decide.

A fictional monthly sales review shows how a finding connects a report, its source evidence and the change to approve. This is a sample of the format, not a client result or money recovered.

Finding 01: agree the net sales definition

Illustrative August period, one GBP entity, excluding VAT. The sales dashboard shows gross orders while the finance comparison uses orders after refunds and discounts.

Gross orders in the dashboard: £400,000
Refunds in the agreed period: £30,000
Discounts in the agreed period: £5,000
Net sales on the agreed basis: £365,000

£400,000 − £30,000 − £5,000 = £365,000

The £35,000 difference is explained by the reporting definition. It is not a saving or additional revenue.

01Trace the evidence
Record the Sales Overview report, its Sales measure and the Orders, Refunds and Discounts source extracts. Match entity, dates, currency and VAT treatment before comparing totals.
02Specify the change
Label gross orders separately and add the agreed net sales measure. Link refunds and discounts to their source records and document the reporting-period rule.
03Set the acceptance check
Compare the proposed measure with the £365,000 source reconciliation, test sampled records and a second period, and ask the finance owner to sign off the definition.

You can approve a defined reporting change with a test for completion, then use the agreed sales basis when reviewing performance against target.

Illustrative recommendation: the review specifies the change and test. Implementation and sign-off follow in the commissioned build.

03Who it is for

You're in the right place if

Two reports give two answers for the same month and the meeting stalls on which one is right.
Month-end reporting takes days of exports and copy-paste before anyone sees a number.
A freelancer or an internal build left you with dashboards nobody opens.
You're choosing between Power BI, Fabric and Zoho Analytics and want the answer before the licences.

04The six checks

From the disputed figure to a change you can approve.

Each check in scope records the evidence, the recommendation and how your team can verify it.

Where the numbers diverge

Each agreed disputed figure is traced from the report back to its source. You see the exact join, filter or definition that makes two reports disagree.

Which reports to keep

Each report in scope is scored on accuracy, refresh reliability and evidence of use. You get a keep, fix or retire verdict for each one.

Data model and refresh

Relationships, measures, gateway set-up and refresh history are checked against the reports they feed, so the fix targets the cause.

Who sees what

Row-level security, workspace roles and sharing are mapped against who should see each figure. Gaps are listed with the fix.

Licensing and platform cost

Your Power BI, Fabric or Zoho licences are checked against how the business uses them. You see the annual figure and where it can move.

The fix, priced

The findings become a prioritised plan with one fixed price for the build. You approve it in writing before any work starts.

Agree the boundaries before the fee.

The written scope names the reports, measures, source systems and checks covered by your review. We focus it on the decisions you need to make within the two-week window.

Agree the reporting questions, named reports and comparison periods with the person who owns the numbers.
Confirm read access or agreed extracts, model definitions and administrator evidence for configuration checks.
Record dependencies, evidence gaps and how any additional work will be scoped before it starts.

The review produces findings, a scorecard and a priced plan. Dashboard development, data migration, production changes and ongoing support are scoped separately.

What you keep.

Written findings

A document your finance lead can check: each divergence, its cause, the source evidence and the reconciling figure.

Report scorecard

Each report in scope with its keep, fix or retire verdict, its refresh record and available evidence of use.

Prioritised fix plan

The work in order of business impact, with the measure that will show each fix has landed.

One fixed price

The build quote in writing, scoped from the findings. The review fee comes off it if you go ahead within 90 days.

An AI-ready verdict

Findings on the definitions, relationships and access controls that affect AI reporting, with the model changes and answer checks to complete before relying on Copilot.

05How the two weeks run

Scope in writing. Trace. Test. Hand over.

Scope

After the introductory conversation, a 45-minute scoping session agrees the reports, measures, sources, access and fixed fee. You approve the written scope before the review starts.

Trace

Week one: we inspect the agreed sources and reports, trace the figures in scope and record the evidence, including any gaps that need further access.

Test

Week two: we check the model, refresh, security and licensing. Numerical findings are reconciled to agreed source figures; configuration findings name the setting checked and the acceptance test.

Hand over

A walkthrough of the findings, the scorecard and the priced plan. You keep every document and decide what happens next.

06Your reporting brief

Start with the decision your reporting needs to support.

Send a short brief for the Trusted Numbers Review. We use it to assess the reporting question, scope and delivery fit before agreeing the paid work.

UK-based remote delivery to the US, Australia and Benelux, with enquiries welcome from other countries. We agree meeting overlap, access, data-location requirements and support coverage before work begins. Invoices are in GBP.

Discuss your reporting review

Your brief starts a conversation. We agree the scope and fixed fee in writing before you commission the review.

Reporting need: Name the decision, disputed figure or report you want reviewed and who will approve the findings.
Existing systems: List your BI tool and source systems, plus the reports, entities and access arrangements involved.
Budget and currency: Say whether you want the review alone or a review followed by implementation. Include your available budget and currency.
Timing: Include the reporting deadline, preferred start and when your team can provide access.
Country and timezone: Share meeting availability, working language and any requirements for where data is accessed or stored.

07Trusted Numbers Review FAQ

Questions before the scoping call.

Does the review include fixing or rebuilding our reports?

The review delivers findings, a report scorecard and a priced implementation plan for the agreed scope. Dashboard development, data migration and production changes are commissioned separately. Each recommended change has an acceptance check so you can decide what work to fund.

What does the Trusted Numbers Review cost?

The published band is £2,000–£4,000 ex-VAT. The scoping call sets one fixed figure inside that band, in writing, before the two weeks start. The fee is credited to your build if you go ahead within 90 days.

Which platforms does it cover?

Power BI, Microsoft Fabric and Zoho Analytics, plus the source systems feeding them: SQL Server, Dynamics 365, Sage, Xero, QuickBooks, Shopify, HubSpot, Salesforce and the rest of the connector list. Excel and Google Sheets reporting is in scope when it feeds the numbers in dispute.

What access do you need?

Read access to the source data or an agreed extract, access to the reports and model definitions in scope, and a 45-minute scoping call with the person who owns the numbers. For gateway, workspace, security and licensing checks, your administrator can provide configuration evidence or walk through it with us. We agree the access needed for each check in writing and remove review access when it ends.

How long does it take?

Two weeks once the written scope and required access are agreed and in place. Week one traces the figures; week two checks the model, refresh, security and licensing. We agree the start date, walkthrough and any dependencies during scoping.

What do we have at the end?

Written findings, a scorecard of the reports in scope, a prioritised fix plan and one fixed price for the proposed build. The documents are yours to act on with your own team, another supplier or us.

Can we go straight to a build instead?

The review establishes the scope and fixed price for the build. You receive the findings and quote first, then choose whether to commission the implementation. The review fee is credited to that build if you go ahead within 90 days.

Do you work outside the UK?

Yes. We offer remote delivery to the US, Australia and Benelux and welcome enquiries from other countries. Share your country, timezone and data-location requirements. We agree meeting overlap, language, access arrangements and support coverage during scoping. Invoices are in GBP.

Trusted Numbers Review

Put a clear scope behind your next step.