A clear place to start.
A focused review of your data and reporting, with a one-page action list of the highest-impact things to fix first.
From one stubborn spreadsheet to a complete reporting system. Start with what will make the biggest difference.
Every project starts with a conversation.
Scope and pricing
agreed before the work begins.
A focused review of your data and reporting, with a one-page action list of the highest-impact things to fix first.
One key data source, one clean dashboard, and a handover so your team can run with it.
Live dashboards that bring sales, finance, and operations together. Built around the questions you need answered.
Reliable pipelines connecting your POS, CRM, accounting, and e-commerce tools. Clean data, ready to use.
Demand and revenue forecasts, customer segmentation, and pricing analysis, built around a real business decision.
Untangle complicated Excel or Google Sheets formulas, automate manual steps, and document the spreadsheet your business depends on.
Clean customer lists, remove duplicates, and set up tracking correctly so your reporting has a reliable foundation.
Choose the right tools, work through a difficult analysis, or help your team get more from the reports you already have.
Keep your dashboards, pipelines, and models running well with regular maintenance and improvements.
From $250 / monthPrefer occasional advice? Hourly support is available at $150 / hour.
A health check is $300. Spreadsheet fixes start at $600, starter dashboards at $1,500, and multi-source dashboards at $2,500. We’ll confirm the scope and quote before you commit.
No. A focused spreadsheet fix or a simple dashboard can be the right starting point. We recommend the smallest useful solution for your situation.
Usually, we can work with your existing setup. We use Power BI, Looker Studio, Tableau, Excel, Google Sheets, SQL, Python, dbt, BigQuery, and Snowflake where they fit.
Yes. We’re based in Kelowna and work with businesses across the Okanagan. Most delivery happens remotely, with in-person conversations locally.
You receive documentation and a walkthrough, so your team understands what was built. Optional ongoing support is available if you would like us to maintain it.
Bring a question, a messy spreadsheet, or an idea. Let’s find the right place to start.
Book a free call 30 minutes · Free · No obligation