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.

500+ clients served4.9/5 client rating
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.

1

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.

2

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.

3

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

Unsure what to measure or drowning in too many metrics.
2-3 weeks
  • 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
Most Popular

Dashboard Build

KPIs identified, now need the infrastructure to surface them.
6-8 weeks
  • 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

Dashboard live, now using data as an active management tool.
Ongoing — monthly
  • 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

1

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.

2

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.

3

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.

Real Client. Real Result.

Tampa Bay Business. Measurable Outcome.

Tampa Bay distribution company

Challenge

$4.2M revenue, leadership team of 5 making decisions in weekly meetings that frequently contradicted prior week's decisions. Data was split across 4 systems (accounting, inventory, CRM, operations). No unified view of health.

Approach

KPI Audit identified 7 priority metrics (revenue, gross margin, inventory turnover, lead conversion, customer acquisition cost, cash balance, employee utilization). Data integration: QuickBooks + inventory system + CRM → unified data layer. Dashboard build with weekly email delivery.

Outcome

In the first 60 days, the team identified a margin decline in one product category 6 weeks earlier than they would have with previous reporting cadence. Course-corrected before Q3 pricing season. Estimated margin recovery: $140K.

Your Deliverable

What You Get at the End

Concrete artifacts you own and can act on immediately.

  • KPI Framework Document7-10 priority metrics with operational definitions and target ranges.
  • Data Source MapWhich systems feed which metrics.
  • Decision DashboardLive, auto-updating, delivered weekly via email.
  • Drill-Down CapabilityAbility to dig into 3-5 priority metrics.
  • Alert SetupNotifications when key metrics cross thresholds.
  • Trend Analysis TemplateQuarterly 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.

Ready to Gut Feel Does Not Scale Past $500K Revenue.?

Book a free 30-minute consultation. No pitch, no pressure — just a direct conversation about where you are and whether we can help.

Book a Free Consultation
500+ clients served
4.9/5 client rating
Deliverable within 2 weeks