Analytics for Small Businesses
Excel automation, Power BI dashboards, and recurring KPI reporting sized for growing businesses in Frisco, Plano, McKinney, Prosper and across Dallas–Fort Worth. Enterprise-grade analytics, right-sized pricing.
Illustrative outcome targets · results vary
20 hrs/wk
Owner time reclaimed
5+
Manual reports killed
3×
Faster monthly close
$0
Setup fees on Starter
Common challenges
What we hear most
- Weekly reports built by hand in Excel every Monday morning.
- No single view of revenue, margin, and cash across the business.
- Owners can't see the business on their phone or on the go.
- Data lives in QuickBooks, Stripe, HubSpot, and shared drives — not connected.
Integrations
Systems we connect
KPIs we deliver
The metrics that move your business
Revenue
Gross Margin
Cash Runway
Customer LTV
Pipeline Value
Win Rate
Ops Cost %
AR Aging
Employee Utilization
MoM Growth
Top Customers
Top Products
Sample dashboards · demonstration data
What you can expect
Owner Scorecard
Daily revenue, margin, cash, and pipeline in a single mobile-friendly dashboard.
Sales & Pipeline
CRM-based funnel, win rate, and forecast — with alerts on stalled deals.
Cash & Financials
QuickBooks-based P&L, AR aging, and cash-runway forecast that refreshes daily.
Packaged offerings
Pick a starting point
Starter
$299 / mo
- 1 executive dashboard
- Multiple data source connections, scoped during implementation
- Monthly data refresh
- Interactive dashboard
- Power BI or Excel reporting
Professional
$699 / mo
- Up to 5 interactive executive dashboards
- Data source connections defined in scope
- Automated ETL workflows
- Scheduled data refreshes
- AI-assisted insights where the data and use case support it
Enterprise
Custom
- Dashboards defined in scope
- Data sources defined in scope
- Enterprise data warehouse
- AI automation workflows
- Custom ETL pipelines
Ready to unlock the data in your business?
Book a free 30-minute consultation. We'll map your current systems and share exactly where we'd start.
Book a Free 30-Minute Discovery Call