See what's coming, not just what happened.
We build dashboards, forecasts, and KPI tracking that tie back to your general ledger, so leadership gets one trusted version of the numbers, updated automatically.
The problems this solves
Three versions of the truth
Sales, ops, and finance each report different numbers, and meetings turn into reconciliations.
Forecasts built on hope
Your cash and revenue forecasts live in a spreadsheet that's hard to update and harder to defend.
Dashboards nobody opens
You bought a BI tool, but the dashboards are slow, cluttered, or don't answer real questions.
KPIs without context
You track numbers but not drivers, so you can see a problem only after it has already hurt.
What's included
- KPI framework design tied to your strategy and business model
- Executive, departmental, and board-ready dashboards
- Driver-based revenue, expense, and 13-week cash forecasts
- Automated data pipelines from your ERP, CRM, and payroll
- Data quality checks that reconcile dashboards back to the GL
- Statistical and machine-learning models where they add real accuracy
Our process
- Define the questionsStart with the decisions leadership needs to make, not the data available.
- Model the dataBuild a clean, documented data model with reconciliations to the ledger.
- Design and buildPrototype dashboards and forecasts, then iterate with real users.
- Automate refreshSchedule data flows so reports update without manual exports.
- AdoptTrain owners and embed dashboards into your monthly operating rhythm.
Deliverables
- KPI dictionary with definitions, owners, and targets
- Published Power BI dashboards with role-based access
- Forecast model with scenario toggles and documentation
- Data pipeline documentation and refresh schedule
- Training session and monthly-review template
Tools we use
Frequently asked questions
Do we need a data warehouse first?
Usually not. Most growing companies can start with Power BI connected directly to their ERP and a few well-designed data flows. We'll recommend a warehouse only when volume or complexity justifies it.
How accurate will the forecast be?
We back-test models against your history and report accuracy openly. Driver-based forecasts also make it clear why numbers move, which matters as much as precision.
Who maintains the dashboards afterward?
Your team does, with our documentation and training. Many clients also keep us on a light monthly retainer for enhancements.
Can you work with our existing BI setup?
Yes. We often audit and simplify existing dashboards before building anything new.
Ready to see your numbers clearly?
Tell us where finance feels heavy. We'll show you what's possible and where to start, with no obligation and no jargon.