Embedded Power BI
Add-onEnterprise analytics. Built into your workflow.
Exporting data to build reports wastes time and creates stale snapshots. Power BI dashboards in Aimsio update live, so your team always sees what's actually happening.
Before & After
What changes when you switch to Aimsio
Without embedded analytics
- Analytics require a separate Power BI license and setup - your BI team connects to data sources, builds reports, and maintains a separate environment.
- Data exported and manually formatted before analysis - someone exports CSVs, cleans the data, and loads it into Power BI before leadership can see anything.
- Reports outdated by the time leadership sees them - the weekly report reflects last week's state. Decisions are made on stale information.
- No drill-down from summary to job-level detail - you can see the total, but not what's driving it without going back to source systems.
With Aimsio Embedded Power BI
- Dashboards that reflect reality, not last week - Live data from your operation updates Power BI automatically, no exports needed.
- Your whole team on the same page - Everyone from ops to finance sees the same numbers in the same place.
- Questions answered in clicks, not hours - Drill from a KPI straight to the underlying ticket or job without switching tools.
- Reports your leadership actually trusts - Built from live field data, not manually assembled spreadsheets.
Core Capabilities
Enterprise BI without the enterprise complexity
Power BI analytics built directly into Aimsio - no separate license, no data exports, no BI team required.
Embedded Power BI Reports
Full Power BI dashboards live inside Aimsio. accessible from the same interface your team already uses for dispatch, tickets, and invoicing.
Job Performance Analytics
Compare planned versus actual costs per job. See labour, equipment, and material spending against budget. and identify which jobs are driving margin.
Revenue Tracking
Monitor billed and unbilled revenue by job, client, and time period. See exactly where revenue stands relative to forecast. updated live.
Unbilled Ticket Reports
See every ticket that has been completed but not yet invoiced. Catch unbilled work before it falls off the billing cycle and affects your cash flow.
Custom Dashboard Views
Configure dashboards for different audiences. operations, finance, and executive leadership each see the metrics relevant to their role.
Drill-Down Capability
Click any summary metric to drill into the underlying data. From revenue totals to individual tickets, invoices, and time entries. in one click.
How It Works
From live data to actionable insight in three steps
Access your Power BI dashboard in Aimsio
Open the Insights or Embedded Power BI module from within Aimsio. Your dashboards load with live data - no login to a separate tool, no data export required.
- Single sign-on within Aimsio
- Dashboards load with live operational data
- No external Power BI workspace to manage
Drill into job and ticket detail
Click any metric on the summary dashboard to drill into the underlying data. From total revenue to the individual ticket that generated it - all within the same interface.
- One-click drill-down from summary to detail
- Navigate from job totals to individual time entries
- Filter by date, client, job, or crew
Act on live intelligence immediately
With current, accurate data at your fingertips, take action directly in Aimsio - reallocate resources, chase unbilled tickets, or adjust job budgets before the situation gets worse.
- Identify unbilled work before billing closes
- Spot margin erosion by job in real time
- Share dashboard views with leadership or clients
See It In Action
Embedded Power BI in the platform
Watch how Power BI analytics work inside Aimsio without any external tools or exports.
Aimsio is a great software and an even better team. They work hard to make the transition to Aimsio as smooth as possible. Their customer service is incredible. We're very happy we made the switch to Aimsio.
Integrations
Works with the tools you already use
Aimsio connects to your accounting, payroll, and ERP systems - so data flows without double-entry.
QuickBooks Online
Sage Intacct
ADP
Explorer Eclipse
Sage 300
NetSuite
MS Nav
MS Business Central
Viewpoint Vista
AcumaticaFrequently asked questions
No. Embedded Power BI is included in your Aimsio subscription. Aimsio handles the Power BI licensing and embedding - you access the dashboards directly within Aimsio without purchasing or configuring a separate Power BI workspace.
Aimsio Insights provides live operational KPIs for day-to-day monitoring. Embedded Power BI provides deeper analytical reports - including job performance analysis, unbilled ticket tracking, and revenue drill-downs - for finance and leadership audiences who need more detail.
Yes. One of the core features of Embedded Power BI in Aimsio is drill-down capability. Click any summary number - revenue total, ticket count, or cost - and navigate to the individual transactions driving that figure, all within the same interface.
The dashboards pull data directly from Aimsio's live operational database. They reflect near-real-time data - ticket completions, timesheet approvals, and invoice activity appear in the reports as they happen, without any manual export or refresh step.
Yes. Dashboard views can be configured by role. Finance teams can see revenue and unbilled work reports, operations managers can see job performance and crew metrics, and executives can see high-level KPI summaries - all within the same embedded Power BI environment.
Aimsio ships with pre-built Power BI reports covering job performance, revenue tracking, unbilled tickets, crew utilization, and operational KPIs. Additional custom reports can be configured by the Aimsio team based on your specific business needs.
Ready to stop leaving
revenue in the field?
See how Aimsio can transform your operations in a 30-minute demo.