Your Numbers at a Glance

Stop exporting data to Excel. Get live dashboards that connect your ERP, CRM, and accounting systems — with drill-down insights and automated alerts when metrics matter.

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Dashboards We Build

Executive Dashboard

Audience: CEO, COO, Board

Key Metrics:

  • Revenue vs target (MTD, QTD, YTD)
  • EBITDA and operating margin trends
  • Cash position and runway
  • Customer acquisition and churn rates
  • Top 5 risks/opportunities

Refresh: Daily at 6 AM | Platform: Power BI, Tableau, or Looker

Sales Pipeline Dashboard

Audience: Sales Head, Account Managers

Key Metrics:

  • Pipeline value by stage (leads, qualified, proposal, negotiation)
  • Conversion rates at each stage
  • Average deal size and sales cycle length
  • Rep-wise performance and win rates
  • Forecast vs actual closed deals

Refresh: Real-time | Source: CRM (Salesforce, HubSpot, Zoho)

Operations Dashboard

Audience: Operations Manager, Production Head

Key Metrics:

  • Production output vs plan
  • Machine uptime and downtime causes
  • Inventory levels and stock-out alerts
  • Order fulfillment rate (on-time in-full)
  • Quality defect rates by production line

Refresh: Hourly | Source: ERP, MES, Sensors

Marketing Performance Dashboard

Audience: Marketing Head, Growth Team

Key Metrics:

  • CAC (Customer Acquisition Cost) by channel
  • ROAS (Return on Ad Spend) - Google, Facebook, LinkedIn
  • Website traffic sources and conversion funnels
  • Email campaign open rates and click-through rates
  • Lead quality scores and MQL-to-SQL conversion

Refresh: Daily | Source: Google Analytics, Ad Platforms, CRM

Advanced Analytics We Implement

Predictive Forecasting

Technique: Time-series analysis, regression models

Use cases:

  • Sales revenue forecast (next quarter)
  • Inventory demand prediction
  • Cash flow projections
  • Customer churn probability

Accuracy: 80-90% within +/- 10% range

Customer Segmentation

Method: RFM analysis (Recency, Frequency, Monetary)

Segments identified:

  • Champions (high RFM scores)
  • Loyal customers
  • At-risk (declining frequency)
  • Lost customers (high recency)

Action: Targeted campaigns per segment

Cohort Analysis

Track: Customer behavior over time

Insights:

  • Month-over-month retention rates
  • Revenue per cohort over 12 months
  • Feature adoption by signup month
  • Churn patterns by acquisition channel

Best for: SaaS, subscription businesses

A/B Testing & Experimentation

Framework: Statistical significance testing

Test scenarios:

  • Pricing changes impact on conversions
  • Checkout flow variations
  • Email subject line performance
  • Product page layout effects

Sample size calculator: Included

Anomaly Detection

Approach: AI-powered outlier detection

Alert triggers:

  • Sales drop > 20% vs 7-day average
  • Sudden spike in customer complaints
  • Inventory discrepancies
  • Unusual transaction patterns (fraud)

Notification: Email, SMS, Slack alert

Profitability Deep-Dive

Dimensions: Multi-level drill-down

Analysis layers:

  • Product line profitability
  • Customer profitability (with CAC/LTV)
  • Channel profitability (online vs retail)
  • Geography profitability

Output: Contribution margin waterfall charts

Automated Report Delivery

Stop manually compiling reports. We automate the entire process:

Daily Reports

  • Yesterday's sales summary
  • Cash and bank balance
  • Production output vs target
  • Top 5 pending approvals

Delivery: Email at 6 AM | PDF + Excel

Weekly Reports

  • Sales pipeline movement
  • Team performance scorecard
  • Inventory aging analysis
  • Customer support ticket trends

Delivery: Monday 8 AM | Interactive dashboard link

Monthly Reports

  • P&L with budget variance
  • Customer cohort retention
  • Marketing ROI by channel
  • HR metrics (attrition, hiring)

Delivery: 2nd of month | PowerPoint + Excel

Analytics Tools We Use

Visualization Platforms

  • Power BI: Best for Microsoft ecosystem
  • Tableau: Advanced visualizations
  • Looker/Google Data Studio: Cloud-native, free tier
  • Metabase: Open-source, self-hosted

Data Warehouses

  • Google BigQuery: Pay-per-query
  • Amazon Redshift: Enterprise scale
  • Snowflake: Multi-cloud
  • PostgreSQL: Open-source relational

ETL/Data Pipelines

  • Airbyte: Open-source connectors
  • Fivetran: Managed ETL
  • Python scripts: Custom transformations
  • Apache Airflow: Workflow orchestration

Ready for Data-Driven Decisions?

Book a free analytics audit and we'll show you a demo dashboard with your actual data within 1 week.

Book Analytics Audit See Sample Dashboards