Services / Business Intelligence & Reporting
See your business clearly, every day
We connect the data you already have (sales, operations, finance, marketing) into dashboards and reports that answer real questions. Then we use what they show to fix how work gets done.
Sounds familiar?
Reports take days
Someone exports, copies and pastes every month. By the time the numbers arrive, they're already old.
Everyone has a different number
Sales, finance and operations each keep their own spreadsheet, and meetings become debates about which one is right.
Data, but no decisions
There's plenty of information, but nobody agrees on the few metrics that actually move the business.
How it fits together
Turn scattered spreadsheets and systems into one clear view of how your business is performing.
What we deliver
- KPI frameworkThe handful of metrics that matter, how they're calculated, and who owns each one.
- Live dashboardsBuilt on tools you already use, like Google Sheets, Looker Studio or HubSpot.
- Automated reportingScheduled reports delivered by email or Slack, with no manual copying.
- Process mapping (BPM)How work really flows today, and a redesign of the steps that slow you down.
- Data cleanupSources deduplicated, standardized and connected, so the numbers can be trusted.
- Training and handoffYour team learns to read, maintain and extend what we build.
Not sure where to start? A 30-minute call is enough to find out.
Book a 30-minute call →What this looks like in practice
Marketing
Ad performance, automatically
Daily Meta Ads results pulled into Google Sheets and summarized, replacing manual exports.
Sales
Pipeline health in HubSpot
Calculated properties and dashboards that show conversion by stage and owner.
Finance · Korea
Local insight for an investment fund
Local financial insights that helped an international hedge fund make decisions about Mexico.
Tools we use
- Google Sheets
- Looker Studio
- HubSpot
- Cloud databases
- n8n
Other services
Questions we hear often
Do we need to buy new software?
Usually not. We start with what you already pay for and only recommend a new tool when it clearly pays for itself.
How soon do we see something?
We put a first working version in front of you early and refine it with your team, instead of disappearing for months.
Who maintains it afterwards?
Your team, with documentation and training. We can also stay on for ongoing support.
Let's talk about your business
Tell us where you want to go. We'll tell you honestly whether and how we can help.
- 30-minute intro call
- In English or Spanish
- Clear next steps, whether or not we work together