Whatever your story, the way you tell it makes all the difference.
Business Analytics Services
If your data lives in spreadsheets, POS exports, email platforms, and “somewhere in QuickBooks,” you’re not alone. I help small businesses turn scattered numbers into clear KPIs, dashboards, and a monthly decision rhythm, so you know what’s working, what’s not, and what to do next.
You’ll get:
KPIs that actually match your business goals (not vanity metrics)
Dashboards that are simple, clear, and usable
Practical recommendations you can act on immediately
Best for: You want clarity fast—what to measure, what’s missing, and what to fix first.
Price: Starting at $1,000 (one-time)
Timeline: typically 7–10 days after data access
What you get:
KPI shortlist tailored to your business (the “stop measuring junk” list)
KPI definitions + calculation notes (so metrics don’t get argued about later)
Data gap check (what you can measure now vs. what needs cleanup)
A prioritized “Quick Wins” action list (3–7 items)
Best for: You want a monthly snapshot + guidance—without hiring a full-time analyst.
Price: Starting at$1,250/month
Minimum subscription:3 months (because real insight takes a couple cycles)
What you get each month:
KPI dashboard update + scorecard (what changed, what matters)
Written recommendations (3–5 actions, prioritized)
Monthly review summary (clear takeaways, not a data dump)
Included support:
Light dashboard tweaks (as you learn what you actually need)
Email support for questions and “wait, what does this mean?” moments
Best for: You want to improve profitability and operational performance—not just track metrics.
Price: $1,750/month
Minimum subscription: 6 months (this is improvement work, not just reporting)
Everything in the Monthly KPI Dashboard plan, plus:
Profit + ops analysis (margin drivers, labor efficiency, pricing/seasonality, operational leaks)
Deeper insights and patterns (why things are happening, not just what happened)
A 30-minute monthly call to align on decisions, priorities, and next steps
Your business isn’t a template, your analytics should be either. If none of the options above fit, that’s fine, custom work is available. We’ll scope what you actually need, define deliverables, and price it clearly before anything begins.
Common custom requests:
Multi-source or multi-location dashboards
One-time “board-ready” performance report
Profitability deep dive (pricing, margins, labor, seasonality)
Data cleanup + reporting automation
FAQs
What is a KPI audit?
1
A KPI audit is a one-time review that defines the right metrics for your business, checks what data you have, identifies gaps, and gives you a prioritized action list.
Do I need perfect data before we start?
2
No. Most small businesses don’t have perfect data. We start with what you have, then improve the highest-impact pieces first.
What kinds of businesses is this best for?
3
Lean teams and owner-operators—especially hospitality/tourism, retail, service businesses, and seasonal operations that need clarity without extra overhead.
The Monthly KPI Dashboard plan gives you reporting + recommendations.
The Profit & Ops Retainer adds deeper profitability/operations analysis and a monthly call to turn insight into decisions.
What’s the difference between the two monthly plans?
4
Can I start with the audit and then upgrade?
5
Yes. Many clients start with the KPI Audit, then roll into a monthly plan once the KPI foundation is set.
What’s the next step?
6
Book a quick consult. I’ll ask a few questions, then recommend the simplest path to results.
Note: Pricing assumes standard data access and a reasonable number of sources. If your reporting is extremely messy or spans many systems, I’ll confirm scope before starting. No surprises.