Business Intelligence
Most reporting problems are not dashboard problems. The numbers disagree because they come from different systems, get copied into spreadsheets and are recalculated by hand each month. We fix the data underneath first, then build the dashboards on top — so the report on Monday matches the one on Friday.
We begin by asking which decisions the dashboards are for — pricing, staffing, stock, sales pipeline, cash — and which numbers those decisions depend on. A dashboard with forty charts and no clear question gets opened once.
Each metric gets a written definition agreed with the people who use it: what counts as a customer, when revenue is recognized, which date an order belongs to. Those definitions are what make two reports agree.
We build pipelines that pull data from your CRM, accounting, e-commerce, apps and databases on a schedule, clean it, and load it into one reporting database. Every load is checked — row counts, missing values, totals that should match the source — and a failed load raises an alert instead of showing yesterday's numbers as today's.
This layer is the long-lived asset. Dashboards can change as questions change; the cleaned, joined data is what makes new questions quick to answer.
GoalEnvision, a SaaS platform for management teams, gives real-time dashboards that connect strategic goals to day-to-day execution across five business perspectives. Three Lock Box gives owners, contractors and lenders real-time dashboards over every construction project's escrow and payments.
Both taught the same thing: a dashboard earns daily use when it answers one role's questions quickly, with the ability to drill into the record behind any number.
If your team already licenses a BI tool such as Power BI, we build the data layer and reports for it. If dashboards need to live inside your own product, or be shown to your customers, we build them into the application with React and the reporting API behind them.
Either way, access follows roles — people see the data they are allowed to — and sensitive fields are masked where they are not needed.
Once the data is clean and in one place, the next questions are forward-looking: which customers are likely to churn, what stock to reorder, where demand is heading. That is where machine learning becomes practical, because it needs the same trustworthy data a good dashboard does.
We add those models only when the historical data supports them and the prediction would change a decision, and we show how accurate they are before anyone relies on them.
While we scope this together, here's what's already a proven, dedicated service.
The answers are the same ones we give on a first call — including where the honest answer is "it depends, and here is what it depends on".
Defining metrics, building data pipelines from your systems into a reporting database, checking data quality, and building dashboards and reports on top — plus maintaining them as your systems change.
Yes, if your team already uses it we build the data model and reports for it. Where dashboards need to sit inside your own product, we build them custom.
Usually because metrics are defined differently in different systems or spreadsheets. We agree one definition per metric and calculate it in one place, so every report uses the same number.
It depends on the number of data sources and dashboards. Starting with one decision area, such as sales or finance, keeps the first phase small. We quote after scoping.
As often as the decision needs — hourly, daily or near real-time. More frequent updates cost more to run, so we match them to how the numbers are used.
Yes. Data stays in your own cloud or database, access is role-based, and sensitive fields can be masked in reports.
Yes. Thresholds on key numbers — a drop in sales, stock running low, a payment overdue — can send alerts by email or messaging so people act without watching a screen.
Yes. We build customer-facing dashboards into your application, with each customer seeing only their own data.
Tell us what you're building and we'll be honest about whether we're the right fit.
Tell us what you're building and we'll get back to you within one business day.
Business intelligence services: data pipelines and dashboards with trustworthy numbers.
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