Business Health Reporting
Stand up your data stack and see the numbers that matter
We stand up the database, pipe in your sources (Stripe, QuickBooks, HubSpot, GA, your app DB), and ship a starter dashboard your leadership team will actually open every Monday.
The work
Not every team starts with dbt. If you're running on spreadsheets, point queries, or "I'll ask the engineer for that number" — we start at the foundation. Pick the right warehouse for your stage, wire in source data, and build a small, opinionated set of dashboards that surface revenue, retention, ops health, and the leading indicators of trouble.
Outcomes
- A warehouse your business can grow into (Postgres, BigQuery, or Snowflake)
- Source data piped in cleanly and refreshed on schedule
- Core dashboard set: revenue, retention, pipeline, ops health
- A weekly metrics review that doesn't require a query
- Foundation ready for dbt, Airflow, and AI work when you're ready
What you get
- Warehouse provisioning and access management
- Source connectors (Stripe, QuickBooks, HubSpot, GA, app DB, etc.)
- Core dashboard set in Sigma, Hex, Looker Studio, or Metabase
- Metrics dictionary so everyone uses the same numbers
- Two-week handoff with training
Start a conversation
Tell us what's slowing your data team down.
We maintain a small client roster on purpose. If we're the wrong fit, we'll say so — and usually we know somebody who isn't.
- Replies within 2 business days
- NDA before specifics
- Fixed-scope first engagement, retainer if it works