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Simpro to Power BI Accelerator

From schedule to invoice, see job profitability, utilisation and work in progress in one trusted view. 

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Description

Hopton Analytics is a business intelligence solutions provider using Power BI as our chosen tool. We offer BI-as-a-Service consulting and support and industry-specific solutions such as Job management. We help our clients transform data into decisions and insights that benefit their bottom line.

Features

Dual connectivity, your choice.

Connect directly to the Simpro API for flexible, frequent automated refreshes, or use Tugger for a managed, low-maintenance pipeline with built-in monitoring and retries. 

Fast start, proven model.

Prebuilt Power BI data model and templates across quotes, jobs, labour, materials, purchasing, inventory, invoicing and work in progress. Go live quickly, then tailor to your business. 

Reliable refresh and auditability.

Incremental loads, error logging and alerting. With Tugger, extraction health is monitored and recoverable, so your dashboards stay up to date. 

Governed, secure reporting.

Role-based access and row-level security aligned to Simpro roles and cost centres. One source of truth for finance, operations and leadership. 

Extensible by design.

Connect Simpro with finance and CRM data in Azure or Fabric to see end-to-end performance, from quote-to-cash through to customer outcomes. 

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FAQ

Both are supported. Direct API gives full control in your Azure or Fabric environment with flexible, incremental refresh. Tugger provides a managed extraction with scheduling, monitoring and retries. We recommend the best route for your setup and can switch later if needed. 
Only if you choose the Tugger route. Tugger is billed separately by Tugger. Our pricing covers the integration work and ongoing operation. We will size the Tugger tier with you so you only pay for what you need. 
Typical refresh is daily or hourly depending on scope, load and Simpro API limits. We design pipelines for incremental loads, error handling and alerting so you get reliable updates without manual effort. 
An initial value slice can be live in 2 to 4 weeks once we have access and KPIs agreed. That includes connection, model build, core dashboards and RLS. Further subject areas are added in short iterations. 
Monitoring, refresh troubleshooting, access control checks and release notes are included. Your monthly credits cover delivery work such as modelling, new measures, visuals, small features, fixes, documentation and light training. 
One credit equals one hour of delivery. Examples include adding a KPI, tweaking a model, enhancing a dashboard, writing DAX, or running a short training slot. Pure monitoring and routine checks are included outside your credits. 
Yes. We can join Simpro with finance, CRM and operational sources in Azure or Fabric. This enables end to end views such as quote to cash, profitability by customer, and WIP against forecast. 
Row level security can be aligned to Simpro roles and cost centres. Access is controlled through Azure AD. We keep clear lineage, change control and refresh logs so you can audit who sees what and when. 
You do. If we deploy in your Azure, you retain full control. If we host, you can export and move at any time. Models and report assets created for you are yours to keep. 
Yes. We offer optional snapshotting for trend analysis. This lets you compare like for like across periods rather than relying on point in time values only. 

Integration Type

Available In

UK & Ireland
Australia
Canada
New Zealand
United States

Integration Type

Available In

UK & Ireland
Australia
Canada
New Zealand
United States