Business Intelligence
The number you need, without building a report first.
We build KPI and financial dashboards from the data you already have, starting with the questions you ask every week. It is a standalone project, whoever does your accounting.
Showing for
An example dashboard
Owner dashboard
Live
- Revenue, month to date
- 412,300
- Gross margin
- 38.4%
- Cash on hand
- 286,900
- Days of runway
- 94
Revenue by month
ActualBudget
| Location | Revenue | Margin |
|---|---|---|
| Location 1 | 148,200 | 41.2% |
| Location 2 | 131,500 | 37.9% |
| Location 3 | 132,600 | 35.8% |
Illustrative example. Labels and figures are not client data.
Fifteen hours of reporting, now twelve minutes.
A client had thirteen related entities. Pulling and consolidating the reporting and the data underneath it took fifteen hours. We built an automation. It now takes twelve minutes.
What we build
The views people actually open.
- Owner and executive dashboards
- Location and department reporting
- KPI definition and tracking
- Cash flow and runway views
- Margin and job costing views
- Budget versus actual
How it works
Decision first, chart last.
1. Start from the questions
What a leader actually asks in a given week. Not what is easy to chart.
2. Work back to the data
Which systems hold the answer, and how the numbers need to be shaped to give it.
3. Make the data reliable
A dashboard on unreliable data is a faster way to be wrong. If the underlying numbers are off, we fix that first, whoever is doing the accounting.
4. Build the view
Updated on its own, with every figure traceable back to where it came from.
Tell us the question you cannot answer quickly.
We will tell you where the answer lives and what it would take to see it every morning.
Get Started