Turn Disconnected Systems Into Actionable Insights

We can pull data from virtually any system with an API or export capability. Common sources include CRMs, accounting software, e-commerce platforms, analytics tools, advertising platforms, email marketing tools, and internal databases.

If your system doesn't have an API, we can often work with scheduled exports, database connections, or file-based imports.

That's actually the most common starting point for businesses we work with. Most small businesses are running on spreadsheets, gut feelings, or outdated reports that someone manually updates once a month.

We start by understanding what decisions you're trying to make and what data you already have available (even if it's scattered across different systems). Then we identify the key metrics that actually matter to your business, set up the right analytics tools, connect your data sources, and build dashboards that give you the visibility you've never had before. You don't need to have anything figured out ahead of time -- that's what we're here for.

Most dashboard projects take 4-8 weeks from discovery to launch. That includes identifying key metrics, connecting data sources, building any necessary data pipelines, designing the dashboards, testing accuracy, and training your team.

Simpler projects focused on a few data sources and straightforward metrics can be delivered faster, while more complex implementations involving many systems or historical data cleanup take longer.

Messy data is the norm, not the exception. Part of our process is identifying data quality issues such as duplicate records, inconsistent naming conventions, missing fields, or mismatched formatting, and building transformation logic to clean and standardize it.

We document data quality rules and can implement validation checks so that future data entering your systems stays clean.

We build dashboards that consolidate scattered information, eliminate manual reporting, and give leadership real-time visibility into business performance. Because no two businesses have the same systems, metrics, or reporting needs, pricing depends on the number of data sources, complexity of transformations, and dashboard requirements.

Our work is designed to deliver reliable, accurate reporting that evolves with your business and eliminates ongoing manual effort.

If you're ready to invest in dashboards that provide real-time insights without constant manual reporting, we'll provide a detailed proposal outlining exactly what's included, the timeline, and why it's structured that way.

We provide ongoing support to keep your dashboards and data connections running smoothly as APIs change, systems get updated, and new data sources get added. We monitor for issues, fix breaks quickly, and make enhancements as your reporting needs evolve.

Support is available on-demand or through monthly retainers, depending on your needs.

Your data is always yours, and we will never hold it hostage or restrict your access. That said, where your data physically lives depends on the tools and architecture involved:

Third-party tools: Data from analytics platforms, advertising accounts, CRMs, and other software you already use stays with those providers. We connect to it, but we don't move or copy it unless needed for reporting.

Dashboards that connect directly: In many cases, your dashboards pull data in real time from your existing systems. There's no separate database involved, and nothing is stored outside of what you already have.

When a database is needed: Some projects require a dedicated database to aggregate, transform, or store data from multiple sources. In those cases, we typically set up a cloud-hosted database (not on-premise). You own the data and have full access, and we manage it on your behalf. If we ever part ways, we'll hand over everything cleanly.

We're always transparent about where your data lives and how it's managed. If you have specific compliance or security requirements, we'll work with you to find an approach that fits.

Yes. We can configure role-based access so different team members see only what's relevant to them. Leadership might see high-level financial and performance dashboards, while sales managers see pipeline metrics, and operations staff see fulfillment data.

This keeps sensitive information protected while ensuring everyone has the visibility they need to do their job effectively.

Yes. Most dashboards support exporting data to CSV, PDF, or other formats for offline analysis or sharing with stakeholders who don't have direct access. We can also set up scheduled email reports that automatically send key metrics to your inbox on a daily, weekly, or monthly basis.

If you need to share dashboards with external partners, clients, or board members, we can configure secure sharing options as well.

Absolutely. Many businesses we work with know they need better reporting but aren't sure exactly what to measure or how to define success. Helping you identify the right KPIs is a core part of our discovery process.

We'll work with you to understand your business goals, what decisions you're trying to make, and what levers you have to pull. From there, we define metrics that are meaningful, measurable, and actionable, not just numbers for the sake of numbers.