Business Intelligence
Dashboards that actually get opened. KPIs your operators trust. AI-assisted analysis that surfaces what's changing — without burying you in vanity metrics.
Service · Business Intelligence
What it does
Operational KPI dashboards (revenue, ops, marketing, ops health)
Cross-system data pipelines
AI-assisted anomaly detection
Natural-language queries on your data
Scheduled exec summaries delivered to Slack / email
Audit-friendly reporting
By industry
Same capability, tuned to your vertical. Tap an industry for the full picture.
Healthcare
Panel size, no-show rate, payer mix, revenue per provider
For healthcareReal Estate
Lead-to-showing, listing velocity, agent performance
For real estateFinancial Services
AUM growth, retention, advisor productivity, compliance
For financial servicesE-commerce
CAC, LTV by cohort, return rate, channel attribution
For e-commerceEducation
Enrollment funnel, retention, program-level economics
For educationProfessional Services
Utilization, realization, project margin, pipeline
For professional servicesHow it works
We interview operators and surface the metrics that drive decisions — not the ones that look impressive in a deck.
We wire your source systems, normalize the data, and document the definitions so 'revenue' means one thing.
Dashboards, Slack snapshots, exec summaries — delivered where your team already lives.
KPIs change. We review what's working, retire what isn't, and add what you've learned to look for.
Capabilities
We don't ship a template dashboard. We sit with you, define the 5–10 numbers that matter, and build to those.
Every spike or drop gets a one-sentence explanation. Operators don't have to interpret bar graphs.
"How many showings did we book last week vs the four before?" — and the answer appears.
Your CRM, accounting, ad platforms, ops tools. One source of truth, refreshed nightly.
Daily Slack snapshots, weekly email digests, or full BI tool. We meet your team's habits.
PII redacted by default in summaries. Role-based access on dashboards.
Integrations
Don't see your stack? We integrate with most tools that have an API. We'll confirm in the audit.
How we engage
We begin with a Free AI Audit. If a pilot makes sense, we ship it in two to four weeks and tune it weekly. If the audit shows it won't work, we'll tell you — and you keep the report.
A recent result
Identified that one location's no-show rate was 3x the others — driven by a broken reminder workflow. Fixed in two days. $34K/yr saved.
See more case studiesBusiness Intelligence · FAQ
Not for most SMBs. We can run on managed Postgres or BigQuery free tier. If your data outgrows that, we'll tell you.
Every metric has a definition doc with the SQL behind it. Your finance person can audit any number to source.
Adoption is the metric we tune for. If a dashboard isn't being opened, we kill it or fix it. No shelfware.
Free AI Audit
We'll show you three places AI can save you money this quarter — yours to keep, no obligation, no slide deck.
