Insight
We turn the reporting base into dashboards, KPIs and reports that anyone can read at a glance. You already have the data — what is missing are the answers.
Open questions
Revenue you can report. Profit per client, product or channel is another matter — and some of the largest accounts turn out to be the ones costing you.
With fixed and variable costs not separated, the price is set on instinct. Sometimes instinct is right, and you never find out which times.
Without a forecast, every month is a surprise, so hiring and investment get postponed. Not out of caution — out of not knowing.
Pipeline value on its own tells you very little. Without visibility on how long deals sit in each stage, the forecast is wishful thinking with a number attached.
What you get
Turn the data into answers to the questions that cost money.
Know exactly where you make profit, where you lose, and how your cash-flow will look in 3–6 months. With “what-if” scenarios.
Understand which clients bring value, where you’re losing opportunities, and where your sales team should focus.
The metrics that matter, on one screen, updated automatically. Not fifty charts — the indicators you actually run the business on.
Who might stop buying, who might not pay, how much you will sell next month. Models trained on your own history, with the margin of error stated up front.
We analyse every table in your systems and surface what falls outside the pattern: repetitions, missing counterparts, unusual values, concentrations. No hand-written rules.
Not sure where to start?
The question we start from
Not “which service do you want”, but “which decision do you want to make better”. From there it becomes obvious what comes first and what can wait.
How we work
You pick the decision you want to make better. Everything else is built around it.
Duration:
You tell us which decision you want to make better and what you base it on today. That becomes the working question.
Duration: 3–6 weeks profitability · 3–5 sales
Profit per client, product and channel, with fixed costs separated from variable ones. Or pipeline, conversion and customer segmentation, if that is where the question is.
Duration: In parallel with step 2
A cash-flow forecast three to six months out, on real data. On top of it, scenarios: raise the price by 10%, drop an unprofitable client, hire three people — and see what each one does to the numbers.
Not fifty charts — the indicators you actually run the business on, on one screen, updated automatically.
Exact timing depends on how many sources you have and how clean they are — we agree these with you upfront.
Evidence
“We don’t know exactly how much profit each client makes. Pricing is on feeling.”
Profitability visible per client and product. Three unprofitable clients identified and renegotiated.
Typical outcomes from previous projects. Every context is assessed individually.
Where this sits
The analysis starts from the consolidated base and stops exactly where the data stops being trustworthy. If the foundation is in place, this is the stage that shows up in decisions.
Next step
Tell us which decision you want to make better. We’ll tell you whether we can help, and how, concretely.