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Power BI Reporting for FreshBooks: Custom Financial Dashboards for Agencies, Consultants, and Service Teams
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Freshbooks to Power BI

Power BI Reporting for FreshBooks: Custom Financial Dashboards for Agencies, Consultants, and Service Teams

Can Also be connected to 

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LIVE DASHBOARD
Explore It Yourself

Hover, click, and interact to discover the full potential of the dashboard

Power BI turns FreshBooks data into client-ready dashboards that help agencies, freelancers, and service providers stay on top of revenue, billing, and project profitability. Whether you're tracking retainers, hourly work, or fixed-fee projects, Power BI delivers real-time insights and automates reporting so you can focus on delivering value—not spreadsheets.

KEY FEATURES

  • Client Invoicing & Revenue Breakdown from FreshBooks – Monitor which clients are paying on time, outstanding balances, and recurring invoice performance

  • Project Profitability & Expense Analysis – Track time, costs, and margins by project or service line to optimise pricing and resourcing decisions

  • Connected Operational Insights – Integrate FreshBooks with time tracking, CRM, or proposal software for an end-to-end view of client performance

  • Automated Dashboards & Billing Alerts – Schedule weekly reports and trigger alerts for overdue invoices, scope overrun, or unexpected expense spikes

OTHER DATA SOURCES

Report Simple Gold Coat

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Let’s start with your first. Fill out the form, and our team will get back to you promptly to discuss how we can help.

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Palm Beach, QLD, 4221, Australia

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