Power BI Developer Needed – Sage 100 Contractor SQL Dashboard System
We are an electrical contractor using Sage 100 Contractor 2025 SQL and we want to build a Power BI dashboard system for company operations and project management.
The goal is to create a clean, mobile-friendly Power BI control panel for our company.
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Environment
•Software: Sage 100 Contractor (SQL version)
• Database: Microsoft SQL Server (on local office server)
• Microsoft 365 environment
• Approximately 6 Power BI users
User roles:
• Owner (1)
• Operations Manager (1)
• Accounting (1)
• Project Managers (3)
All users will have Power BI Pro licenses.
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Refresh Schedule
Use Import Mode with scheduled refresh via Power BI Gateway.
Refresh schedule:
• 6am
• 8am
• 10am
• 12pm
• 2pm
• 4pm
• 6pm
• 8pm
Gateway should be installed on the Sage SQL server.
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Security Requirements
Row Level Security must be implemented.
Project Managers must:
• only see jobs assigned to them
• see labor hours but NOT labor cost
• see purchase orders and material items
• see change orders
• see billing status
Project Managers must NOT see:
• payroll data
• company financials
• profit margins
Owner and Accounting will have full access.
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Data Sources
Power BI will pull data from the Sage SQL database including:
• Jobs
• Customers
• Vendors
• Purchase Orders
• PO line items
• Receiving / partial deliveries
• Backorders
• Change Orders
• Billing / invoices
• Labor hours
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Data Modeling
Developer must create a clean Power BI data model (star schema) rather than building visuals directly on raw tables.
Example entities:
• Jobs
• Customers
• Vendors
• PurchaseOrders
• POLines
• Receipts
• ChangeOrders
• Invoices
• LaborHours
Two datasets should be created:
Operational dataset
• Jobs
• POs
• Receiving
• Change orders
• billing status
• labor hours
Financial dataset
• AR
• AP
• GL
• financial KPIs
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Dashboard Pages
Dashboards should use a KPI tile layout with drill-through capability.
Pages should include:
1️⃣ Command Center
• Revenue
• Backlog
• Open purchase orders
• Unbilled change orders
• Ready to invoice
2️⃣ Jobs & Clients
Searchable job and customer lookup with job summary.
3️⃣ Materials & Purchase Orders
Line item purchase orders including:
• part number
• manufacturer
• quantity ordered
• quantity received
• quantity backordered
4️⃣ Change Order Dashboard
• pending
• approved
• approved not billed
• aging
5️⃣ Ready to Invoice Dashboard
• items ready for billing
• unbilled change orders
• aging
6️⃣ Backorder Intelligence
• backordered items
• backordered value
• jobs affected
• days open
7️⃣ Financial Dashboard (Owner Only)
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Mobile Optimization
Reports must include Power BI Mobile optimized layout.
Users must be able to:
• search by job or client
• drill into purchase orders
• drill into change orders
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Deliverables
Developer must provide:
• Power BI dataset and report files
• gateway configuration
• refresh schedule setup
• security roles setup
• documentation explaining the data model and maintenance
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Experience Required
Please include examples of:
• Power BI dashboards built on SQL databases
• construction or ERP dashboards (preferred)
• row-level security implementations
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If you have experience connecting Power BI to Sage or other construction accounting systems, please mention that.
• Please start your proposal with the word “ContractorBI” so we know you read the full job description.