Services

Three ways to turn your data into decisions you can act on.

Pick one, or start with a discovery call and we'll figure out together what your business actually needs first.

Service 01

Dashboard Development

A custom Power BI dashboard built around the actual decisions your business needs to make — sales performance, cash flow, operations, whatever matters most to you.

  • ✓ Built in Power BI, using your real data from day one
  • ✓ Designed around 3–5 questions you need answered, not 50 metrics nobody reads
  • ✓ Mobile-friendly, so you can check numbers from your phone
  • ✓ A recorded walkthrough your team can revisit anytime
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GROSS MARGIN
38%
OPEN DEALS
47
MONTHLY REVENUE
Service 02

Data Integration

If your data lives in five different places — CRM, accounting software, spreadsheets, a tool someone set up two years ago — we connect it into one clean, reliable source everyone can trust.

  • ✓ Connects common tools: CRMs, ERPs, Excel, Google Sheets, SQL databases
  • ✓ Cleans and standardizes messy or inconsistent data
  • ✓ Sets up automatic refresh, so numbers update without manual copy-pasting
  • ✓ Documents where everything comes from, in plain language
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Common Sources We Connect

CRM (HubSpot, Salesforce, etc.)
Accounting (QuickBooks, Xero)
Excel / Google Sheets
SQL databases
Custom / in-house toolsCase-by-case
Service 03

Reporting & Insights

Dashboards need upkeep as your business changes. We offer ongoing support so your reporting stays accurate, relevant, and useful — not something that goes stale six months after launch.

  • ✓ Monthly or quarterly dashboard reviews and updates
  • ✓ New metrics added as your business questions change
  • ✓ Ad-hoc reporting and analysis when something needs a closer look
  • ✓ A real person to call, not a ticket queue
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QUARTERLY REVIEW
Next check-in: Sep 2026
METRICS TRACKED
18
DASHBOARDS LIVE
3
Common Questions

Before you book a call

How much does this cost?

It depends on how many data sources you have and how complex your reporting needs are. Every project starts with a free discovery call so you get a clear, specific quote — not a generic price list.

How long does a dashboard take to build?

Most first dashboards take 2–4 weeks from kickoff to handover, depending on how many systems we're connecting and how clean the underlying data is.

Do I need to already use Power BI?

No. Many clients are moving off spreadsheets for the first time. We'll set up Power BI, connect your data, and train your team from scratch.

What size of business do you work with?

Mostly small and mid-sized businesses that have outgrown spreadsheets but don't need (or want to pay for) an enterprise BI team.

Let's Talk

Not sure which service you need?

That's exactly what the discovery call is for. Tell us what you're working with and we'll point you in the right direction — even if that means telling you it's not us.