This is the build behind the dashboards: sources connected at the origin, KPI math written down once, a page for every management question, and what-if controls leadership can drive live. Scroll to watch it come together on an illustrative company.
Scroll to build the command centerThe spreadsheet says 38%, the accountant's PDF says 41%, the gut says “we're fine.” Until everyone reads the same number, every meeting starts with an argument instead of a decision.
Power BI command centerQuickBooks, payroll, billing, and ops exports flow in through a documented Power Query pipeline: de-duped, mapped, normalized. Actuals tie to the source reports to the dollar.
A documented data pipeline you ownGross margin, utilization, runway — every KPI gets one written definition, signed off before page one is built. No two meetings argue the math again.
The KPI book, written downWhere did cash go? Who's profitable? Can we afford it? Eight pages, each built around a question you actually ask — not a data dump with forty filters.
A command center, not a reportCompany to branch to unit to month. The margin dip becomes the north branch, becomes one crew's overtime, becomes two weeks in May. Found — in the meeting, not next week.
Drill paths: company → branch → unit → monthPrice, headcount, payment terms — leadership drives the sliders live in the meeting and watches the twelve-month cash line redraw. Move it, see it, decide.
What-if controls leadership can driveScheduled refresh plus on-demand: sources pull, rules apply, pages update. If the numbers don't tie to the source, the publish stops. That's the discipline.
One-click, audited refreshThe pack arrives before the call. The first ten minutes stop being “whose number is right?” and become “why did it move?” — and the last ten end with a decision, an owner, and a date.
KPI pack + variance bridge, before the callRunway as of this morning, not as of the last bookkeeping catch-up. The dashboard is the first thing you check and the thing you stop worrying about.
Live numbers, on your phoneThe pipeline, the data model, the dashboard, and the KPI book are yours outright. If we ever part ways, the refresh still runs and the definitions still hold.
Fixed fee · yours to keepLive numbers, agreed definitions, and drill paths that end arguments — built on a pipeline you keep.
Runs without me: scheduled refresh, sources tied to the dollar.
See the full analytics offering →A fixed-fee build, exactly as shown — the pipeline, model, and dashboard are yours to keep. Start with a free consultation.
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