Stop Guessing. Start Prioritizing.
We turn your messy spreadsheets and CRM data into a simple weekly decision dashboard that tells you what to act on next.
Built for Small Businesses That Want Clarity
If you do not have an IT department, this is designed for you.
Why Most Small Businesses Struggle with Data
You have reports. You have dashboards. You have spreadsheets. But you still rely on instinct when making decisions because the numbers do not translate into clear actions.
Leads pile up without prioritization
Clients leave without early warning
Forecasts do not connect to workflow
Reports do not drive behavior
A Simple Decision Dashboard
We build a transparent scoring system that highlights what matters now.
Green / Yellow / Red priority bands
Early risk signals
Revenue opportunity ranking
Weekly action prompts
Confidence level indicators
How It Works
Export Your Data
If you can export a CSV from your CRM, we can start.
We Structure and Score
We organize your data and build a transparent scoring model tied to your business outcomes.
You Get a Secure Dashboard
Log in and see what needs attention this week.
Ongoing Monitoring
We keep it updated and calibrated.
Packages
Data Clarity Sprint
Starting at $3,500
- Data audit
- Cleaned dataset
- KPI definitions
- Data dictionary
- Decision mapping
Decision Dashboard Build
Starting at $5,000
- Transparent scoring model
- Green / Yellow / Red prioritization
- Hosted secure dashboard
- Training session
Managed Intelligence
$600–$900/mo
- Hosting
- Data refresh
- Minor refinements
- Monthly decision summary
What This Is Not
How It Pays for Itself
If this system helps you close one additional client per quarter or prevent one avoidable churn event, it likely pays for itself.