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Reporting & Dashboards

Replace fragile spreadsheets and manual reports with automated, trustworthy dashboards your leadership team will actually use.

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Problems we solve
  • Reports take days to compile
  • Numbers don't match across teams
  • No real-time view of KPIs
  • Dashboards no one trusts
Benefits
  • Real-time, trusted KPIs
  • Self-serve analytics for the team
  • Lower analyst overhead
  • Better, faster decisions
Our approach

Dashboards fail when nobody agrees what the numbers mean. We start with KPI definitions and owners — not charts — so every metric reconciles across teams from day one.

We build on the lightest stack that fits. Most clients don't need a Snowflake deployment to get a trustworthy executive dashboard. We'll tell you the truth about what you actually need.

Who it's for
  • CEOs who want one screen with the metrics that matter
  • CFOs replacing the monthly spreadsheet reporting ritual
  • RevOps and Ops leaders unifying KPIs across tools
  • Product teams instrumenting activation, retention, and adoption
Real-time
KPIs replace weekly spreadsheet runs
1
Set of definitions across the business
200+
Data sources supported
Use cases

Where this delivers value

01
Executive KPI dashboard
One screen with the metrics that matter, updated in near real-time.
02
Revenue & sales analytics
Pipeline, conversion, ARR, churn, and forecasts in one place.
03
Operations & SLA tracking
Throughput, cycle time, and SLA breaches across teams and tools.
04
Financial reporting
Automated P&L, cashflow, and budget vs actual without spreadsheet pain.
05
Product & usage analytics
Activation, retention, and feature adoption for product teams.
06
Marketing attribution
Channel performance and ROI with consistent definitions across teams.
Implementation

A clear path to production

01
KPI definition
Workshops to lock down metrics, definitions, and owners across the business.
02
Data sources
Connect product, CRM, finance, and ops data with documented lineage.
03
Modeling
Build clean, tested data models in dbt so numbers always reconcile.
04
Dashboard design
Executive, team, and operational views tailored to each audience.
05
Alerting
Anomaly detection and threshold alerts so issues surface in real time.
06
Enablement
Train the team to self-serve and extend dashboards without bottlenecks.
Engagement models

Ways to work with us

Executive Dashboard
A trusted leadership dashboard in 3–4 weeks.
  • KPI workshop
  • Data connections
  • Executive dashboard
  • Training & handover
Analytics Platform
End-to-end analytics platform with modeling, dashboards, and alerts.
  • Data pipelines
  • dbt modeling
  • Multi-team dashboards
  • Anomaly alerting
Managed Analytics
We run, evolve, and support your analytics stack.
  • Pipeline monitoring
  • New metrics & dashboards
  • Analyst support
  • Quarterly review
Deliverables
  • Documented KPI dictionary with owners and definitions
  • Data pipelines from product, CRM, finance, and ops sources
  • Cleaned, tested data models in dbt with full lineage
  • Executive dashboard with the metrics that matter most to leadership
  • Team and operational dashboards tailored per function
  • Anomaly detection and threshold-based alerting via email or Slack
  • Self-serve exploration layer for analysts and power users
  • Embedded analytics inside your product or portal where useful
  • Training, documentation, and a handover plan for internal owners
Technology stack
dbtBigQuerySnowflakePostgresMetabaseLookerPower BI
Industries we serve
SaaSE-commerceFinancial ServicesHealthcareManufacturingLogistics
Integrations

Plays nicely with your existing stack

dbtSnowflakeBigQueryDatabricksPostgresFivetranAirbyteStitchSegmentLookerMetabasePower BITableauHexModeSalesforceHubSpotStripe
FAQ

Common questions

Do we need a data warehouse?+

Not always — we'll recommend the lightest stack that works.

Can you connect to our existing tools?+

Yes — we support 200+ data sources.

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