top of page

Data & KPI “Sanity Audit”

Decision-Ready Metrics for Growing SMBs

A high-impact, consult-only analytics engagement for small-to-medium businesses that have data but lack clarity on what actually drives revenue, profitability, and growth.

young professionals  purchasing legacy businesses from retiring owners.jpg

Service Offering
A structured audit of existing data sources—spreadsheets, CRMs, SQL databases, and financial reports—to identify gaps, cost savings, redundancies, and unused insights.


Key Deliverables 

  • KPI & Metrics Framework- Clear definition of the 5–10 metrics that matter most to the business operational waste, and ops metrics.

 

  • Strategic Analytics Roadmap- A prioritized plan outlining what to track, how to track it, and how leadership should use it for decision-making.

How It Works

Stationary photo

1

Intake & Discovery

 

Complete a brief form and meet with us to clarify your goals, operations, and key decisions.

2

Secure Data Audit & Build

We securely receive your data, validate it, and develop tailored KPI frameworks, models, and dashboards.

3

Delivery & Strategic Review

We deliver your intelligence system and walk you through insights and clear actions to support confident decision-making.

Start Today

Thanks for submitting!

bottom of page