Power BI Developer for Sage 100

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.

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