Power BI Health Check & Audit

 

An independent review of your Power BI environment to identify why dashboards aren’t trusted, models don’t scale, or performance keeps degrading.

Book a Power BI Health Check

When Is a Power BI Health Check the Right Step?

A Power BI Health Check is ideal when something feels off – but it’s not yet clear what needs fixing.

This is often the right first step if:

  • Leadership doesn’t fully trust the numbers in Power BI

  • Dashboards exist, but adoption is low

  • Performance has degraded as usage has grown

  • Excel exports don’t match Power BI dashboards

  • Models and DAX logic were inherited and aren’t well understood

  • You’re planning a migration, rebuild, or wider BI programme

A Health Check gives you clarity before commitment.

What We Review in a Power BI Health Check

We assess your Power BI environment across four key areas:

Data Models & Semantic Layer

Model structure, relationships, measure design, and reuse across reports and tools.

KPIs & Business Logic

Consistency of definitions, duplicated logic, hard-coded measures, and ownership.

Performance & Reliability

Refresh behaviour, model size, DAX efficiency, and scalability risks.

Governance & Ownership

Dataset ownership, security (RLS), documentation, and change control.

What You Get

Every Power BI Health Check includes:

Deliverables

  • A clear summary of key issues and risks

  • Prioritised recommendations (what to fix first vs later)

  • Identification of quick wins vs structural problems

  • Guidance on whether a rebuild, migration, or optimisation is actually needed

  • A practical roadmap aligned to business impact – not just technical debt

You’ll leave knowing:

  • What’s working

  • What’s fragile

  • What’s holding adoption back

  • What to do next (and what not to over-engineer)

How the Power BI Health Check Works

  • 4 STEPS

    1. Discovery & Context
    We understand how Power BI is currently used across Finance, HR, Operations, and leadership.

    2. Technical Review
    We review models, datasets, DAX logic, refresh patterns, and governance setup.

    3. Findings & Validation
    We validate issues against real reporting use cases – not just theoretical best practice.

    4. Recommendations & Next Steps
    You receive clear, actionable guidance tailored to your environment and goals.

    No disruption. No rebuild unless justified.

What This Is – And Isn’t

  • This is:

    • An independent, senior-led assessment

    • A low-risk way to validate your Power BI setup

    • A foundation for better decisions and next steps

    This is not:

    • A sales-led pitch for a rebuild

    • A generic checklist audit

    • A tool comparison exercise

    The goal is clarity, not selling work you don’t need.

Why Choose TrueMetric.ai for a Power BI Health Check

Senior-led Power BI delivery focused on clarity, performance, and trust.

Senior-Led Review

Your Health Check is led by an experienced data leader, not a junior analyst.

Business-First Perspective

We focus on reporting trust, decision-making, and adoption – not just technical neatness.

Platform-Agnostic Honesty

If Power BI isn’t the real problem, we’ll say so.

Clear Next Steps

You’ll know whether to optimise, rebuild, migrate, or leave things alone.

Not Sure What to Fix in Power BI?

If dashboards aren’t trusted, numbers don’t align, or performance keeps slipping, a Health Check is the fastest way to regain control without committing to a major project.

Book a Power BI Health Check