Turn Your Business Data Into Decisions That Matter
We build custom reporting and analytics solutions that give leadership, managers, and teams the specific information they need to run the business better.
Our Expertise
Most businesses have more data than they realize. It lives in their CRM, their accounting software, their project management tools, their spreadsheets. The problem is rarely that the data doesn't exist. It's that it's scattered, inconsistent, and not structured in a way that anyone can use to make decisions quickly.
We go into your organization, learn how your teams work, understand what measurements actually matter at each level, and build the reporting infrastructure to deliver those insights reliably. That starts with getting the data right. We structure and organize your data in a warehouse so it's clean, consistent, and connected across systems. Then we build the dashboards, reports, and alerts that turn that data into something your leadership team, your managers, and your front-line staff can actually act on.
Our BI team works primarily in Tableau and Power BI, with experience across other reporting platforms. Every solution is customized to your organization. We don't drop in a generic template and walk away.
We also train your team to use what we build. The goal is not to create a dependency on us for every new report. It's to give your people the skills and tools to explore the data themselves while we handle the heavy lifting on architecture and complex builds.
What We Help With
Data warehouse design and implementation
Structuring your data from multiple sources into a clean, organized warehouse that serves as the foundation for all your reporting and analytics. This is the step most businesses skip, and it's the reason most dashboard projects eventually break down.
Custom dashboard development
Building interactive dashboards in Tableau, Power BI, or other platforms tailored to the specific KPIs and metrics that matter for your business. Different dashboards for different audiences: executive summaries for leadership, operational views for managers, and activity-level tracking for teams.
Data modeling and transformation
Taking raw data from your CRM, QuickBooks, marketing tools, and other systems and transforming it into a structure that supports accurate, reliable reporting.
Sales and pipeline analytics
Conversion rates, deal velocity, rep performance, pipeline health, forecast accuracy, and revenue trending. Built from your actual CRM data so leadership can see what's really happening.
Financial reporting and analysis
Revenue, margins, cash flow, receivables aging, expense tracking, and profitability by client, project, or product line. Connected to your accounting data so the reports stay current without manual updates.
Operational KPIs and performance tracking
Project profitability, resource utilization, delivery timelines, customer satisfaction, and any other operational metrics that drive your business. Defined with your team based on what actually matters.
AI-enhanced analytics
Where applicable, we layer AI capabilities into your reporting infrastructure. Predictive forecasting that projects revenue trends and cash flow. Anomaly detection that flags unusual patterns before they become problems. AI-generated narrative summaries that explain what changed and why it matters, delivered alongside your dashboards and scheduled reports.
Automated reporting and alerts
Scheduled reports delivered to the right people at the right time, plus alerts that fire when key metrics cross thresholds.
Training and enablement
Teaching your team to read, interpret, and build on the reporting we create. We want your people confident using the tools, not dependent on us for every question.
For businesses that need a focused financial monitoring solution with alerts and automation, our Financial Early Warning System covers that scope with fixed pricing.
Who This Is For
This is for any business where leadership is making decisions based on incomplete, outdated, or manually assembled information, and where there's no internal analytics team to build and maintain the reporting infrastructure.
How Engagements Work
We start by learning your business. We talk to the people who need the data, understand what decisions they're trying to make, and identify what information is missing or unreliable today. From there, we scope the project and provide a fixed-price proposal.
Engagements typically start with data architecture (getting the warehouse and data models right) and then move into dashboard and report development. Simpler projects can be completed in a few weeks. More complex environments with multiple data sources and audiences may take a few months.
For ongoing reporting support, new dashboard builds, and data maintenance, our RevOps / FinOps Retainer includes BI work at the Growth and Scale tiers.
FAQ
We work primarily with Tableau and Power BI. We can also work with other reporting platforms depending on your existing tools and preferences.
Not every project requires one, but for businesses pulling data from multiple systems, a data warehouse is what makes reporting reliable and sustainable. Without it, dashboards tend to break or become inaccurate over time as source data changes. We'll advise on whether it's necessary for your situation.
Yes. We can build predictive forecasting, anomaly detection, and AI-generated report summaries into your reporting infrastructure. These capabilities layer on top of your existing dashboards and data models, so you don't need a separate AI platform to benefit from them.
It depends on the number of data sources, the complexity of the data modeling, and how many dashboards and reports you need. We provide a fixed-price proposal after scoping the project.
Focused dashboard projects can be completed in a few weeks. Projects that include data warehouse design, data modeling across multiple systems, and reporting for multiple audiences typically take one to three months.
That's the goal. We train your team to use the tools we build, including creating their own views and exploring the data. For complex new builds or architecture changes, we're available through our retainer or as a follow-on project.
That's part of what we do. We work with your leadership team and managers to identify the measurements that actually drive decisions in your business. We build reporting around what matters for your specific organization.
Let's Talk About What Your Data Should Be Telling You
The first step is a conversation about what decisions you're trying to make and what information is missing or unreliable today. No pressure, no commitment.