Analytics & Reporting

Gut Feel Does Not Scale Past $500K Revenue.

You already have the data. You just cannot see it in one place. We build the unified view that changes how you lead.

38%

of leadership decisions at mid-market companies are made without current data

You have data everywhere but insights nowhere. Spreadsheets don't talk to each other. You're making million-dollar decisions on gut feeling.

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The Problem

Your data is scattered. Your decisions are guesses.

Revenue lives in QuickBooks. Customer data lives in HubSpot. Operations live in a spreadsheet. Cash flow is in a separate tool. You make decisions based on whichever system you happen to be in. The CEO sees quarterly revenue and says "good." The operations manager sees the same quarter and says "declining because of resource constraints." You are both looking at partial pictures.

At $500K revenue, the founder can hold the whole business in their head. At $2M, they cannot. Decisions that made sense on Monday (hire in sales) contradict decisions made on Friday (customer acquisition cost is rising). Without a unified data view, decision quality degrades.

You have data everywhere but insights nowhere. Spreadsheets don't talk to each other. You're making million-dollar decisions on gut feeling.

62%

of business leaders cannot access current data for decisions they made in the previous week

Our Approach

The Decision Dashboard Build

Three phases: identify the 5-8 metrics that actually drive decisions, connect the data sources, build the visual interface. The key: every metric on the dashboard must answer a decision a leader makes. If it does not influence a decision, it gets removed.

Identify Priority Metrics

Workshop with leadership team. If you watched these 5-8 metrics weekly, would you know whether the business was on track or off? These are your priority metrics. Not 50 metrics. Not nice-to-have data. Only the metrics that drive decisions.

Map Data Sources

Where does each metric live? CRM, accounting software, operations tool? Build the data layer. Connect the sources (via API, Zapier, or custom script). Unify the data into one view.

Build Decision Dashboard

Visual interface showing the 5-8 metrics with drill-down capability. Updated weekly or daily. Delivered via email, Slack, or web portal. The dashboard is the decision infrastructure.

How We Engage

Find the Right Fit

Three ways to work with us — choose the scope that matches where you are.

KPI Audit

2-3 weeks

Unsure what to measure or drowning in too many metrics.

Leadership team workshop to identify priority metrics
KPI framework document (7-10 priority metrics with definitions)
Data source mapping (where each metric lives)
Data gap analysis (what you need but do not have)
Prioritized implementation plan

Dashboard Build

6-8 weeks

KPIs identified, now need the infrastructure to surface them.

Data integration (connect all source systems)
Decision Dashboard design and build
Automated weekly email delivery
Drill-down capability on 3-5 priority metrics
Alert setup (metric crosses threshold → notification)
Quarterly trend analysis template

Analytics Program

Ongoing — monthly

Dashboard live, now using data as an active management tool.

Monthly dashboard reviews with leadership
Metric refinement (as the business evolves)
New data sources integrated
Quarterly strategic analysis (trends, forecasting)
Reporting evolution and optimization

What We See Every Time

3 Things That Hold Analytics & Reporting Back

These are not edge cases. We see all three in almost every engagement.

You Are Measuring Everything and Deciding on Nothing

Six tools, 14 metrics, no clarity on which ones matter. The CEO looks at one metric, the CFO looks at another. No shared view of business health. Reduce to 5-8 decision-critical metrics. Abandon the rest. Signal-to-noise ratio matters more than data volume.

Lagging Indicators Are Mistaken for Leading Indicators

Revenue last month is a lagging indicator (tells you what happened). Pipeline velocity, lead quality, and customer NPS are leading indicators (tell you what is coming). Businesses that only watch revenue are always reacting, never anticipating. Watch the metrics that predict the future.

The Data Exists but Lives in Four Systems That Do Not Talk

QuickBooks, HubSpot, spreadsheet, operations tool. Each has a piece of the picture. The CEO makes decisions based on whichever system they are in. Integrating the data sources (without adding new metrics) doubles insight quality.

Client Results

What This Service Is Built to Deliver

Case study for this service is being finalized. Book a consultation to hear about client outcomes directly.

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Your Deliverable

What You Get at the End

Concrete artifacts you own and can act on immediately.

KPI Framework Document — 7-10 priority metrics with operational definitions and target ranges.

Data Source Map — Which systems feed which metrics.

Decision Dashboard — Live, auto-updating, delivered weekly via email.

Drill-Down Capability — Ability to dig into 3-5 priority metrics.

Alert Setup — Notifications when key metrics cross thresholds.

Trend Analysis Template — Quarterly analysis of metric trends and forecasting.

Sample Deliverable

Action Items

Timeline

Analytics & Reporting · On10 Solutions

Common Questions

Before You Start

Answers to what prospects ask us most before booking.

What tools do you build dashboards in?

We build in Tableau, Metabase, or Looker depending on your data stack and budget. Tableau is powerful and flexible. Metabase is simpler and open-source. Looker integrates deeply with Google Cloud. We recommend the platform that your team can maintain long-term.

Can our team update and maintain the dashboard after you build it?

Yes. We build for maintainability. If you have a data analyst or SQL-capable person on the team, they can handle updates. If not, we offer retainer support ($500-$1000/month for ongoing updates and maintenance).

What if our data is messy or inconsistent?

Most businesses have messy data. We clean it during the integration phase (data validation, duplicate removal, standardization). Dirty data is fixable. It just takes more time.

How long does a full dashboard build take?

KPI workshop: 1 week. Data integration: 3-4 weeks (depends on system complexity). Dashboard design and build: 2-3 weeks. Total: 6-8 weeks. This timeline assumes you have the data accessible.

Do you connect to [specific tool — QuickBooks, HubSpot, Salesforce]?

Yes. Most common platforms have APIs or Zapier integrations. If we cannot find a direct integration, we build a custom script. Everything connects.

What is the difference between this and just using the built-in reports in our CRM?

CRM reports show CRM data only. A unified dashboard shows data from all systems. Your CRM does not know what is in accounting or operations. A unified view reveals patterns that silo'd reporting misses.

How do we decide which 5-8 metrics to track?

We run a workshop with leadership. Each leader names 5 metrics they need. We find the overlap and the conflicts. The final list is the metrics every leader sees. Usually 7-10 emerge. The process takes 2-3 hours.

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