📊 Dashboard Analytics

Dashboards that
show you what's
actually happening.

Every organization generates data. The problem is rarely a lack of it — it's a lack of visibility into what it means. Your data lives across spreadsheets, systems, and exports that don't talk to each other, and the people who need to make decisions are spending their time pulling it together instead of acting on it.

A custom analytics dashboard connects your existing data sources, structures them into a coherent reporting model, and delivers a live view of the metrics that matter most. Instead of finding out about a problem at month-end, you see it the week it starts. Instead of guessing which product, customer, or region is driving performance, you know.

We work across platforms — Power BI, Tableau, Data Studio, and custom embedded solutions — so the recommendation is always based on what fits your business, not what we're tied to.

What's included
  • Platform recommendation based on your stack & needs
  • Connected to your data source (Excel, CSV, SQL, Sheets, APIs)
  • YTD, MTD, QTD and trend measures built in
  • All calculated fields and measures fully commented
  • Schema mapping guide for your team
  • 2 structured revision rounds
  • Publish & sharing walkthrough
  • Documentation & handoff notes
Platforms we work with
  • Power BI — custom DAX measures, Power BI Service publish
  • Tableau — calculated fields, Tableau Public or Cloud
  • Data Studio — free, browser-based, great for Google data
  • Custom / embedded — for teams with specific stack requirements
Book a Call → free discovery call · scoped quote
Revenue Dashboard · Live
YTD Revenue
$284,400
+18%
Budget Attainment
94%
On Track
Open Pipeline
$62,000
−4%
Monthly Revenue
What we build

Every dashboard is custom.
Here's what that looks like in practice.

We've built dashboards across industries. The common thread isn't the sector, it's the problem: data that exists but isn't visible in a useful way.

📈
Sales Performance

Revenue, quota attainment, rep-level breakdown, pipeline stage, and regional performance. Built for sales leaders who need to know where the number is coming from and where it's at risk.

💰
Financial Summary

P&L, gross profit, EBITDA, budget vs actuals, and margin trend. For operators and finance teams who need more than a monthly report that's already two weeks old.

🏗️
Job & Project Profitability

Contract vs cost vs billed, margin by job, at-risk flagging, and cost mix by category. For project-based businesses where profitability lives at the job level, not just the P&L.

📣
Marketing Analytics

Lead funnel, channel ROI, cost per lead, and campaign-level performance. For marketing teams and business owners who need to know what's actually working.

⚙️
Operations & Supply Chain

Inventory levels, supplier lead times, fulfillment rates, reject rates, and spend by category. For operations teams who need visibility without manually pulling reports.

🔍
Digital & SEO

Organic traffic, keyword rankings, Google Ads performance, and channel mix. For businesses investing in digital who want one clean view across Search Console, GA4, and Ads.

Why hire a consultant

Power BI is free to download.
So why hire someone?

The tool is accessible. Building something that's actually useful — and that lasts — is a different problem.

01
The tool is free. The expertise isn't.

Power BI, Tableau, and Data Studio are all accessible — but building a dashboard that's actually useful takes data modelling, measure writing, schema design, and an understanding of what makes a report actionable rather than just a collection of numbers.

02
Most DIY dashboards don't last.

They get built by one person, work for a while, break when the data changes, and no one knows how to fix them. We build with documentation, commented measures, and a handoff process designed so your team can maintain it without us.

03
Real experience across real industries.

We've seen the same data problems across healthcare, construction, sales, finance, and operations. That means we know what questions to ask, what data issues to expect, and what a finished dashboard should actually look like — before we start building.

04
Speed.

A dashboard that takes an internal team weeks of spare time to build gets built in days when it's the only thing on the agenda. Faster delivery means faster decisions.

Platform guide

Not sure which platform is right?
Here's how to think about it.

The platform matters less than the outcome — but the right choice makes the build faster, the sharing easier, and the long-term maintenance simpler. Here's an honest breakdown of each one.

Power BI
Best for
Microsoft ecosystem
Power BI is Microsoft's analytics platform and the most widely adopted BI tool in the market. It's the strongest choice if your business already runs on Microsoft 365, Azure, or SQL Server — the integrations are native and the data refresh is seamless.

Where it excels is in complex data modelling. Multiple data sources, custom DAX measures, role-based access, and enterprise-grade sharing through Power BI Service — it handles all of it cleanly. For businesses already in the Microsoft ecosystem, it's often the obvious choice.
Choose this if
You're in the Microsoft ecosystem, need complex calculations, or are planning to scale the solution across a larger team.
Tableau
Best for
Visual storytelling
Tableau has the strongest reputation for data visualisation — the charts are sharp, the interactivity is fast, and the design flexibility is unmatched. It's particularly well suited to teams that want to explore their data rather than just view a fixed set of metrics.

The drag-and-drop interface makes it easy for analysts to build new views quickly, and the visual output tends to be more polished out of the box. It requires a paid license for most use cases, but for organizations where visual analysis drives decisions, it's well justified.
Choose this if
You prioritise visual quality and interactivity, or need to present dashboards to stakeholders in a polished, engaging format.
Data Studio
Best for
Google data · Free
Data Studio (formerly Google Looker Studio) is free, browser-based, and requires no software installation. It connects natively to Google's ecosystem — GA4, Google Ads, Search Console, Google Sheets, BigQuery — making it the natural choice for businesses whose data primarily lives in Google products.

It's less powerful than Power BI or Tableau for complex data modelling, but for straightforward reporting — marketing performance, SEO overview, digital analytics — it delivers a clean, shareable result faster than any other platform. No licenses, no per-user fees, sharing via a link.
Choose this if
Your data is in Google products, you need a fast and cost-effective solution, or you want easy sharing without license overhead.
Custom / Embedded
Best for
Client-facing · Embedded
Sometimes a standard platform isn't the right fit. If you need a dashboard embedded directly into your own product or website, branded for client use, or built on a specific data infrastructure that doesn't connect cleanly to off-the-shelf tools — a custom solution is the answer.

This typically involves building with a charting library or embedded analytics framework connected directly to your data source via API or database query. The result is a fully branded, purpose-built experience that lives exactly where your users need it.
Choose this if
You're building a client-facing product, need the dashboard inside your own platform, or have specific infrastructure requirements standard tools can't accommodate.
Power BI Tableau Data Studio Custom
Cost Free desktop / ~$10/user to share Paid license required Free Scoped per project
Best data fit Microsoft / SQL Any Google ecosystem Any via API
Complexity ceiling Very high High Medium Unlimited
Sharing Power BI Service Tableau Cloud / Public Google Drive link Built in
License needed Pro for sharing Yes No No
Best for Enterprise, complex models Visual analysis, exploration Google data, quick builds Embedded, client-facing
How it works

Simple from
day one.

01
Book a discovery call

30 minutes. We scope your project, confirm it's a good fit, and agree on timeline. No obligation, no pitch.

02
Complete the intake form

A structured brief covering your data, goals, and access requirements. You do it once; we take it from there.

03
Review & revise

First draft delivered for your review. Two rounds of structured feedback, each implemented promptly.

04
Launch & handoff

All files, credentials, and documentation handed over. Everything is yours — clients who want to keep building can continue with a monthly engagement.

Questions

Common questions.

What kinds of businesses do you work with?
+
We work across industries — healthcare, construction, sales, finance, marketing, operations, and more. The common thread isn't the industry, it's the problem: data that exists but isn't visible in a useful way. If that describes your business, we can help.
Which dashboard platform is right for me?
+
It depends on your data, your team, and how you want to share the output. Power BI is ideal for businesses in the Microsoft ecosystem or needing complex calculations. Tableau is great for visual exploration and storytelling. Data Studio is free and excellent if your data lives in Google products. We'll recommend the right fit on the discovery call once we understand your setup.
What data sources can you connect to?
+
Excel, CSV, Google Sheets, Azure SQL, MySQL, PostgreSQL, BigQuery, and most major CRMs via direct connector or API. If you're unsure about your data source, bring it to the discovery call and we'll confirm upfront.
What if my data is messy or inconsistent?
+
That's very common. Basic data cleaning and transformation is included as part of every project. If your data needs significant restructuring or warehousing work before a dashboard can be built, we'll scope that separately and flag it clearly on the discovery call.
Do I need a paid license for the platform?
+
It depends on the platform and how you plan to share the dashboard. Data Studio is completely free. Power BI has a free desktop version and paid sharing options (~$10/user/month). Tableau requires a license for most sharing scenarios. We'll walk through the cost implications as part of the discovery call so there are no surprises.
How do the revision rounds work?
+
Each project includes two structured revision rounds. You submit consolidated feedback via a shared document; we implement promptly. Additional rounds beyond the two included are quoted per project.
What does a finished dashboard actually change?
+
The most immediate change is time — leadership time that was going into manual reporting gets redirected to decisions. Beyond that, the shift clients consistently describe is from reactive (finding out about problems after they've already cost something) to proactive (seeing issues early enough to do something about them). The decisions don't change, but the confidence and speed behind them do.

Not sure which platform is right? Let's talk.

A 30-minute call costs nothing. We'll scope it together.

Book a Free Call → No commitment required