Portfolio Monitoring · Power BI template
Track every portfolio company's performance on a single page
Built on real client projects, with a deployment guide, an anonymized dataset, email support, and advanced visualization techniques you can reuse in your own reports. If you want a hand, book a session with me.
€89excl. VAT
Taxes calculated at checkout
- Deployment kit included
- Support within 48 business hours
- Consulting available
Connect your reporting in minutes
Start from the monthly reporting each portfolio company sends you. The deployment guide tells you where to find each figure in it, and how to enter it in the delivered Excel file. The report fills in, then updates every month with your new numbers.
- Excel
- Salesforce
In three steps
Test it
Open the report with the anonymized dataset: everything already works.
Connect your data
List your portfolio companies in the delivered Excel file, then enter their revenue, EBITDA, and operating KPI for each month. Then point Power BI Desktop to that file, with the guide at hand.
Check and publish
Compare one company's numbers with its reporting and run the guide's four checks, then publish the report for your team.
We list the big names, but the report connects to any data source. Not sure about yours? Email me a sample of your export at emilien@datapilot.fr, and I'll get back to you within 48 business hours.
A report you can use right away
Track revenue, EBITDA, and an operating KPI specific to each company's business vs. last year, with variances already calculated. You also see each company's weight in the portfolio, and your monitoring comments appear under its numbers. Clear numbers, ready to present to your leadership team.
| 2026 | PY | vs PY | |
|---|---|---|---|
| Revenue | $2,964,154 | $2,785,114 | +6.4% |
| EBITDA | $727,916 | $677,891 | +7.4% |
| Billed hours | 22,290 | 21,535 | +3.5% |
Report extract, anonymized data
Where each portfolio company stands, vs. last year
Anonymized data. Your own numbers take its place as soon as you connect your export.
Filter, hover, explore: this is the report you get, loaded with the anonymized dataset.
Save 2 months of development
Our experts built this portfolio monitoring on client projects. Start from this standard instead of from scratch.
With an agency
A project built from scratch
- Timeline
With an agency : 2 months of development- Price
With an agency : From €3,000 excl. VAT
With a template
A standard proven on client projects
- Timeline
- Ready to use today
- Price
- €89 excl. VAT
Timeline and price observed at other agencies for a simple report, custom-built.
Need something specific to your business? At Datapilot, our experts start from this report to build yours. Talk to Datapilot
What you get
The Power BI report
The Power BI Desktop file. It's yours: change it however you like.
The deployment guide
A step-by-step PDF, from opening the report to publishing it.
The anonymized dataset
An Excel file to test everything before you connect your own numbers.
By email, right after payment: one download link to a .zip file with all 3 files.
Consulting services
Would you like one-on-one help while you set up your template?
I'll help you get started with your template and set it up. I have 10 years of experience in reporting, and I can help you figure out how to export your data, deploy the report, or adapt it to your business.
Emilien GrangerFounder and CTO of Datapilot
One hour for €200 excl. VAT, or a half day for €500 excl. VAT, with the report or later.
Taxes calculated at checkout
FAQ
No. You enter each company's numbers in the same Excel file, one row per month, whatever its reporting looks like. The deployment guide tells you where to find each figure. I can help you connect your tools and answer your questions.
Yes. For each company, you choose the KPI its reporting already tracks. The report compares it with last year, like its revenue and EBITDA.
Add it to the company list in the Excel file, with its numbers for each month, then refresh the report: it appears in the Company list.
Yes. Add the same months from the previous year to the Excel file, and the report does the comparison on its own.
Licenses, delivery, support, and payment are covered in the FAQ. See all questions
Technical details
Every report ships connected to an Excel file, the simplest setup when you don't have a data infrastructure. You can swap that file for your own Excel files, and, more importantly, connect the report directly to your sources.
Possible sources
Your portfolio companies' monthly reporting, in Excel
- By export
- Each company's numbers, entered in the delivered file, one row per month.
- Direct connection
- The report connects to your own Excel reporting files instead.
Odoo
- By export
- The company's monthly numbers, in Excel or CSV.
- Direct connection
- The Odoo API.
Salesforce
- By export
- The operating KPI tracked in the CRM, such as new customers, in Excel or CSV.
- Direct connection
- The Salesforce API.
A consolidation tool
- By export
- Monthly numbers by company, in Excel or CSV.
- Direct connection
- Your tool's API or database.
A direct connection takes some setup on your side, and the closer you get to the source, the more technical it gets. I can help you connect through consulting services, so everything goes as smoothly as possible.
How the report is built today
The tables of the delivered Excel file, as the report reads them today. It stays flexible: your data doesn't need to have this exact shape.
"DIM_Company" sheet (portfolio companies)
Company (portfolio company name), Description (business), Investment date (date it joined the portfolio, as text)
"FACT_Financials" sheet (monthly numbers)
Company (portfolio company), Date (last day of the month), Revenue (revenue for the month, in dollars), EBITDA (EBITDA for the month, in dollars), KPI name (name of the operating KPI), KPI value (KPI value for the month)
"FACT_Comments" sheet (comments)
Company (portfolio company), Comment (comment text)
Calendar
built into the report
- Power BI Desktop file (.pbix), ready to publish to the Power BI service.
- One page, Overview: company profile, four cards (revenue, EBITDA, EBITDA margin, operating KPI) vs. prior year with their monthly trend lines, a monthly chart vs. prior year, two donut charts (the company's revenue share and EBITDA share in the portfolio), and the comments; Year and Company filters, one company at a time; a KPIs slicer (Financial or Operating) switches the chart from revenue to the operating KPI.
- Data loaded by Power Query from three sheets of an Excel workbook (DIM_Company, FACT_Financials, FACT_Comments), the anonymized dataset, which you replace with your numbers; a single query points to the file to read.
- One row per company and per month: the month's revenue and EBITDA, not the running total, and one operating KPI per company, named freely. EBITDA is taken from your reporting, not recalculated.
- Operating KPI as a Sum KPI (sum of the months) or a Snapshot KPI (last month's value), with its favorable direction, set in Power Query; by default, a Sum KPI where an increase is favorable.
- Star schema: monthly numbers and comments linked to the companies, and a calendar rebuilt at every refresh.
- DAX measures: revenue, EBITDA, EBITDA margin, and operating KPI for the selected year, up to the workbook's last month; their prior year over the same months; each company's weight among all companies in the workbook.
- Variances in % relative to the absolute value of the prior year, to keep the right sign when prior-year EBITDA is negative; margin variance in points; colored badges follow each KPI's favorable direction: falling downtime minutes show in green.
Your report is ready. All it needs is your numbers.
One payment, no subscription. You get the report, its deployment guide, and an anonymized dataset already loaded. Connect your source, and your report is ready to use.
€89excl. VAT
Taxes calculated at checkout
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