Reporting& Visibility
Monthly reports arrive after decisions are already made. Conflicting KPI definitions mean finance and ops never agree on the same number.
We build real-time executive dashboards on Power BI, Tableau, Looker, or Sigma, connected to your data, defined by your metrics, designed for the leaders who need to act, not just read.
One live view of margin, capacity, cash, and pipeline. Updated on the schedule you need. No analyst required.
Why most reporting fails leadership
Monthly reports arrive too late
Static reports land after decisions are already made. By the time leadership sees the numbers, the moment to act has passed.
Conflicting KPI definitions
Different teams calculate the same metric differently. Finance has one number, ops has another. Nobody trusts either.
Analysts are the bottleneck
Operational teams cannot self-serve and every question goes through one analyst, creating delays and single points of failure.
No live view of what matters
Leadership has no real-time window into margin, capacity, or cash risk. Awareness comes after the fact, not before.
What we build
Executive Dashboards
Revenue, margin, WIP, AR, utilization, capacity, pipeline, and cash flow in a single executive view. Updated on the schedule you need.
Operational Dashboards
Project, ops, finance, sales, HR, and supply chain dashboards designed for the people who run the business day to day.
Self-Service Analytics Enablement
Semantic layers, governed metrics, and user training so teams can answer their own questions without waiting for an analyst.
Embedded Analytics
White-labeled dashboards built directly into your product or client portal. Your branding, your data, your users.
KPI Framework & Metric Layer Design
One definition for every metric across the business. Finance, ops, and sales all see the same number, calculated the same way.
Real-Time Reporting
Streaming dashboards for ops floors and command centers. See what is happening now, not what happened last week.
How we deliver
Assess
We audit your data landscape, systems, and gaps to build a clear picture of where you are.
Design
Architecture, data model, and delivery plan scoped to your goals and timeline.
Build
Pipelines, dashboards, models, or applications built and tested in your environment.
Validate
Every output is verified against your business rules before it reaches a decision maker.
Operate
Monitoring, alerting, documentation, and ongoing support so nothing breaks silently.
Outcomes you can expect
Where this applies
Engineering firm: real-time utilization replaces Excel
A 300-person engineering firm produced weekly Excel utilization reports. Reports arrived Monday with the prior week's data, too late to shift resources.
We built a Power BI dashboard pulling from Deltek Vantagepoint daily. Project managers now see utilization in real time and can reallocate before the week ends.
Healthcare ops: patient throughput live
A multi-site clinic group had no live view of patient volumes, wait times, or bed usage. Leadership relied on end-of-day summaries.
We connected their EHR and scheduling data to a Sigma dashboard. Operations now tracks throughput and bed utilization across all sites in real time.
PE portfolio: 12 companies, one executive view
A private equity firm managed 12 portfolio companies. Each sent a different Excel template on a different cadence. Roll-up took two days every month.
We automated data collection from every portco into a unified Looker dashboard. The Monday morning roll-up now generates automatically before 7am.
Some of the platforms and tools we work with
These are some of the platforms we connect. We integrate with almost any system. If you run it, we can likely work with it.
Frequently asked questions
See your business in real time.
Book a free call and we will show you exactly what your executive dashboard could look like.