01
Scope
Find the decision you make blind
We identify the decision you keep making late, the metrics behind it, the data sources, and the refresh cadence you actually need.
Process
From idle data to a number you can trust.
The goal is not a dashboard for its own sake. It is a modeled source of truth, with every metric defined and traceable, in front of the person who has to make the call.
02
Model
Define the metrics and the data model
You get a clear plan: each metric and how it is defined, the data sources, the review points, and how the dashboard is delivered and refreshed.
03
Build
Build it on read-only data
We connect read-only to QBO, your CRM, and other sources, model the numbers, and build the dashboard. Synthetic data first, live data once the logic checks out.
04
Launch
Hand it off, fully documented
We validate every metric end to end, document how each number is defined and sourced, and leave you a dashboard you and your accountant can trust.
What You Get
A dashboard your team can trust after launch.
Every build includes the metric definitions, the data sources, the refresh schedule, and a plain-English note on how each number is calculated. So when a partner questions a figure, you can show exactly how it was built — whether it came from QuickBooks, a CRM, or a spreadsheet.
Typical Build Windows
Practice KPI dashboard 10 to 14 business days
Monthly reporting package 10 to 14 business days
Cashflow forecast 14 to 21 business days
Business intelligence model 14 to 21 business days
Spreadsheet automation 5 to 10 business days
Exact timing depends on access, approvals, and how clean the source data is.
Operating Rules
No black box. No mystery numbers.
- Read-only data access by default.
- Every metric defined and traceable to its source.
- Human review on any AI-assisted insight.
- Documentation your team can actually use.