Sales pipeline view
Pipeline, win rates and forecast straight from the CRM, so the weekly sales meeting starts with the same numbers for everyone. Meetings spent on decisions, not on whose figure is right.
Business intelligence and dashboard consulting Data and reporting that people actually read.
Business intelligence consulting turns the data in your CRM, accounts and marketing tools into a few dashboards people trust. For founders, leadership teams and agencies, we agree one definition for each metric, connect your sources and build reports, in tools such as Power BI, that update themselves, so meetings start with decisions, not arguments about numbers.
Monday morning spent building spreadsheets, and still arguing about the numbers.
Your data lives in the CRM, the accounts package, the ad platforms and a handful of spreadsheets. Each one tells a slightly different story, so every meeting starts with a debate about whose figure is right.
Someone on the team spends hours each week exporting, pasting and tidying, and the report is out of date by the time it is shared. The dashboards you do have show everything, so nobody looks at them.
We fix the foundations first: one definition for each metric, data that flows in on its own, and a short list of numbers that actually change what you do.
Good reports need clean inputs, so this work often pairs with our CRM implementation and integration services. Our workflow automation services act on what the numbers show, and our AI strategy consulting finds where AI can put your data to work. We work remotely with businesses in the US and UK, and worldwide.
What you get.
Reporting your team trusts, that updates itself, and that you can change without calling us.
- An agreed set of metrics, with one written definition and one owner for each
- Connections from your CRM, accounts, marketing and operations tools into one place
- Data checks that flag gaps, duplicates and broken connections before they reach a report
- Dashboards built for the people who use them, from the leadership view to the weekly team numbers
- Scheduled reports and alerts, so nobody has to go looking
- Documentation and training, so your team can add a chart or a metric without starting again
How it works.
We start with the decisions you need to make, not the data you happen to have.
Step 1
Agree the numbers
Short sessions with the people who use the reports. We list the decisions they make, the metrics behind them and one definition for each.
Step 2
Connect the sources
We connect your CRM, finance and marketing tools, clean what needs cleaning and set up checks so bad data is caught early.
Step 3
Build the dashboards
A first dashboard, typically within a few weeks, tested with its users and refined until it answers their questions at a glance.
Step 4
Schedule and hand over
Reports and alerts arrive on their own. We train your team, document the set-up and stay on hand for changes if you want us.
Typical projects.
Examples of the reporting we set up. Yours will be shaped around the decisions your team makes.
Marketing spend to revenue
Ad spend, leads and closed revenue joined up, so you can see which channels pay back and which do not. Budget moved toward what works.
Monthly management pack
The board or leadership pack that used to take days to assemble, produced automatically from the accounts and CRM. The pack is ready sooner, with no manual pasting.
Operational alerts
A message when cash, stock, overdue invoices or response times cross a line you set, instead of finding out at month end. Problems spotted while there is still time to act.
Who it’s for.
Growing teams with plenty of data and not enough answers.
Related services.
Good reporting depends on clean data and tools that talk to each other.
CRM and integrations
A CRM your team trusts, and the integrations that keep your data in step.
ExploreWorkflow automation
Act on what the numbers show: leads, quotes and invoices that move on their own.
ExploreAI strategy and adoption
Once your data is in order, find where AI can put it to work.
ExploreQuestions about business intelligence consulting.
More answers on the services page, or ask us on a discovery call.
Which reporting tools do you use?
Whatever fits your business and budget, such as Looker Studio, Power BI and Metabase. Often that is a tool you already pay for. Where you need something new, we recommend it with costs agreed up front.
Our data is a mess. Is that a problem?
It is the usual starting point. Part of the work is cleaning what matters and setting up checks so it stays clean. If the root cause is in your CRM, we will say so and can fix that too.
How long until we see a first dashboard?
Typically a few weeks for the first one, depending on how many sources need connecting. We start with the report that saves the most time and build out from there.
Who can see our data?
Only the people who need to. We work in your accounts where possible, keep access to the minimum and agree in writing how data is stored and processed. We follow India’s Digital Personal Data Protection Act, 2023, and agree how your data is handled, including the rules that apply in your country, before any work starts.
Can our team change the dashboards later?
Yes. Everything is documented and we train the people who will own it, so adding a metric or a chart does not need us. If you would rather we kept it up to date, we can do that on a retainer.
What does business intelligence consulting include?
It covers the whole path from scattered data to dashboards people use. We agree the metrics and one definition for each, connect sources such as your CRM, accounts and ad platforms, add checks that catch bad data, build the dashboards and schedule the reports. Your team gets documentation and training, so it can add a chart or metric without us.
Power BI vs Looker Studio: which should we use?
Usually the one that fits the tools you already pay for. Power BI tends to suit teams that work in Microsoft 365 and Excel, while Looker Studio tends to suit teams on Google Workspace and Google Ads. Both handle typical sales, marketing and finance dashboards. We recommend one after seeing your sources and budget, with costs agreed up front.
Tired of arguing about your KPI reporting?
A 30-minute call with a senior technologist. Bring the report you dread building each week.