Reporting & Analytics

Dashboards that support real decisions,
not vanity metrics nobody reads.

Dashboards that support real decisions, not vanity metrics and pipeline snapshots nobody reads.

Good fit if

  • Your weekly forecast is a gut call, not a data-backed number
  • You can't tell which channels, reps, or segments are actually driving revenue
  • Board reporting takes days to assemble because the data isn't structured
The approach

Most companies have reporting. Few have reporting that actually changes decisions. The gap is almost always the same: metrics chosen for comfort rather than insight, a forecast that's a gut call on Friday afternoon, and dashboards that take two days of spreadsheet work to assemble before a board meeting. Good revenue analytics starts with clean data, clear questions, and a direct line between the number and the decision it should inform.

What's included 4 deliverables
01 Pipeline analytics: stage velocity, conversion rates, deal quality scoring
02 Revenue attribution across channels, campaigns, and sourcing motions
03 Forecast modeling with variance tracking and rep-level visibility
04 Exec-ready dashboards in Salesforce, HubSpot, or your BI tool of choice
Common Questions

Frequently asked.

What tools do you build dashboards in?

Primarily Salesforce reports and dashboards, HubSpot analytics, and BI tools like Looker, Metabase, or Google Looker Studio. The right tool depends on where your data lives and how your team works. We recommend based on your stack, not our preferences.

Our data is messy. Do we need to clean it up first?

In most cases, data cleanup and reporting are done together as part of the same engagement. We identify the data issues that affect the specific metrics you need, fix those, and build the reporting on the clean foundation.

Can you build a forecast model we can maintain ourselves?

Yes. Every forecast model is built with documentation and a training session. The goal is something your team can run independently, not something that requires a consultant every quarter.

How much does reporting and analytics work cost?

Pricing depends on scope. One-off dashboard or forecast model builds run as fixed-scope projects. Ongoing reporting ownership runs as a retainer. See the engagement models, then book a call so we can share a precise number against your needs.

Ready to talk specifics?

Book a free 30-minute call. No pitch, no proposal. An honest conversation about whether this is the right fit for your situation.

Book Your Free ROI Call