07Data Visualization
Your data, finally easy to see.
We turn complex data into clear visuals and dashboards that help your team understand trends, uncover insight and make data-driven decisions. From interactive dashboards to predictive analytics, we build tools that make the complicated simple.
Data Visualization
Sample dataDashboards
3
Exec, sales, ops
Sources connected
5
Books, CRM, bank
Refresh
24 hrs
Automatic
What you get
Four deliverables you keep.
Interactive dashboards that show trends at a glance, from sales to margin to cash.
Executive dashboard
One screen with the health of the business.
Drill-down views
From the total down to a customer, product or job.
Data model
Clean, connected sources so every chart agrees with every other chart.
Training
Your team learns to filter, explore and build their own views.
How it works
Three steps from first call to handover.
Step 01
Inventory your data
We find what you have and where it lives.
Step 02
Design the views
We sketch dashboards around your decisions, then build them.
Step 03
Teach your team
Hands-on sessions until they're comfortable on their own.
Sample output
What the work looks like.
A simplified mock of one deliverable from this service. The figures are sample data for a made-up business, not a client's.
- Executive dashboard
- Drill-down views
- Data model
- Training
Executive dashboard
One screen with the health of the business
Sales
$642K
▲ +4.8%
Margin
38.2%
▼ -0.6 pts
Cash
$1.21M
▲ +2.3%
Open orders
184
▲ +12
Revenue, trailing 12 months
FAQ
Questions about data visualization
Which tools do you use?
We work in the cloud tools that fit your business and budget, such as Power BI, Looker Studio or the reporting built into your FP&A software.
Do we need to change our accounting software?
No. We work from what you already use, such as QuickBooks, Xero or spreadsheets, and connect cloud FP&A tools on top when they help.
How long until we see something useful?
It depends on your data and scope. Before any work starts, you get a written plan with dates for each deliverable.
Related · Measure & See
Where this leads next.
- 05Measure & See
Performance Measurement & Reporting
A short list of KPIs, one monthly pack, and a dashboard that stays current on its own.
Sample dataExplore Performance Measurement & Reporting - 10Measure & See
Market & Competitor Analysis
Where you stand against competitors, and where the market is heading next.
Sample dataExplore Market & Competitor Analysis - 06Optimize & Protect
Operational Efficiency Analysis
A ranked list of fixes, each with the cost saved and the effort to get there.
Sample dataExplore Operational Efficiency Analysis
Book a call
Let's look at your numbers.
Tell us what's going on with your business. We'll email you to set up a free 30-minute discovery call about data visualization.
Monday to Friday, 8:00am to 5:00pm
Prefer the full form? Go to Book a call