Services

Reporting and dashboards

One place to see sales, margin, inventory and cash, refreshed on a schedule from the systems you already run.

  • Data pulled from QuickBooks, SQL Server, Fishbowl, Excel and web apps
  • Cleaned, joined and modeled so the numbers tie to the books
  • Built in Power BI or as a web dashboard
  • Board packs, customer portals and charts inside your own software

Starter dashboard $2,500, fixed. Larger builds $6,000 to $20,000.

See reporting and dashboards

Custom tools and automation

When no product fits how you work, we build the tool: quoting engines, job trackers, inventory screens, approval workflows.

  • Screens that follow your steps, with approvals and alerts
  • A modern front end on the system you already have
  • Tied to QuickBooks from day one, on code you own

Single tool $3,500 to $7,500. Larger systems $9,000 to $30,000, quoted after scoping.

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Forecasts

What will sell, what will run out and which accounts are slipping, with a range on every figure and a recommended action.

  • Sales by month and line, stockout dates by part, accounts at risk
  • Tested against last year before you see it
  • Rerun monthly inside a data team plan

From $6,000, quoted after scoping. Needs two years of history.

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Your data team

The data work by the month: refreshes watched, pipelines maintained, new pages added, questions answered, for a fixed fee.

  • Support from $300 a month, Data team from $900, Partner from $1,500
  • Requests in writing, hours agreed, a monthly review
  • Month to month, cancel any time

Hosting for web dashboards and custom systems sits inside the plan.

See the plans

Screens that update as work happens are on their own page: Live data.

Where we've done the most work

Product businesses with inventory: showrooms, parts, manufacturing, distribution. Those are the businesses where sales, purchasing and stock live in three systems and the owner needs one view.

Most clients start with a Starter dashboard. From there we know your data, and the tools, the forecasts and the monthly plan build on the same model.

Need something not listed here? Tell us what you're dealing with and we'll say whether it's a fit.

Start with the number you can't get.