All case studies on this page are illustrative. They reflect patterns and approaches we use across data and BI consulting work, not specific client engagements.
Most founders are flying blind because their numbers live in five different tools and no one updates them weekly. The fix isn't more reports. It's one dashboard that's always current and tells you the truth in 30 seconds.
Tools to one screen
Daily check
Always current
A growing company with revenue across multiple channels. Financial data lives in QuickBooks. Sales data lives in HubSpot. Customer data lives in Shopify. Marketing spend lives in Google Ads and Meta. Operations data lives in five different spreadsheets.
When the founder asks "how are we doing this month?" she gets an answer three days later. By then it's already stale.
Tools holding business data
Days from question to answer
Single source of truth
A live executive overview the founder can check from her phone in under 30 seconds.
Executive Overview · 2026
↑ 12% vs last month
↑ 1 pt
↑ 18%
↓ $8 lower
~ 8 mo runway
↑ 4%
↑ 18% vs last quarter
↑ 3 pts
↑ 24%
↓ $12 lower
~ 8 mo runway
↑ 11%
↑ 22% vs prior YTD
↑ 2 pts
↑ 26%
$2.6M
~ 8 mo runway
↑ 13%
↑ 31% YoY
↑ 2 pts
↑ 34%
↓ $11 lower
~ 8 mo runway
↑ 22%
The team didn't have a tool problem. They had a connection problem. The fix was almost never going to be more software.
Daily business check from anywhere
Source of truth for the leadership team
"Where are we?" emails to finance
Every sales team eventually hits this wall. Forecasts come from gut feel. Deals stall in the same stages. Nobody can see the whole pipeline in one place. The fix isn't more pipeline reviews. It's a dashboard that shows where deals actually live and what's stuck.
Forecast accuracy
Stalled deals visible
Stages tracked
A B2B sales team using HubSpot or Salesforce. The CRM has data, but reps update it inconsistently. Forecast meetings turn into debates about which deals are "really" going to close. Stalled deals quietly disappear from the conversation.
Typical forecast accuracy
Of deals stall and never close
Visibility into stage conversion rates
Every deal in every stage, with stage health and conversion metrics built in.
Executive Overview · 2026
Pipeline value, conversion, and forecast at a glance
↑ 8% vs prior
↑ 14% vs prior
↑ $2K
↑ 2 days slower
$540K at risk
Click any stage to drill down
346 · $1.9M
152 · $1.4M
78 · $980K
34 · $520K
14 · $244K
|
Company
|
Value
|
Stage
|
|---|---|---|
|
Polaris Group Owner: Liam OBrien · 8 days |
$156K |
Hot |
|
Meridian Co Owner: Elena Vasquez · 32 days |
$118K |
Stuck |
|
Sundial Labs Owner: Marcus Thompson · 14 days |
$92K |
Warm |
|
Anchor Tech Owner: Priya Singh · 21 days |
$68K
|
Warm |
Pipeline value, conversion, and forecast at a glance
↑ 18% vs last quarter
↑ 24% vs last quarter
↑ $4K from last quarter
↑ 4 days slower
↑ 14% vs prior
Click any stage to drill down
412 · $2.4M
186 · $1.8M
94 · $1.2M
42 · $680K
$312K
|
Company
|
Value
|
Stage
|
|---|---|---|
|
Crescent Tech Owner: Maya Reyes · 12 days |
$184K |
Hot |
|
Quantum Edge Owner: Daniel Park · 28 days |
$142K |
Warm |
|
Ironclad Systems Owner: Aisha Williams · 41 days |
$92K |
Stuck |
|
Lattice Group
Owner: Jordan Chen · 18 days
|
$76K
|
Warm |
Pipeline value, conversion, and forecast at a glance
↑ 22% vs prior YTD
↑ 28% vs prior YTD
↑ $3K vs prior YTD
↑ 3 days slower
$1.2M at risk
Click any stage to drill down
758 · $4.3M
338 · $3.2M
172 · $2.2M
76 · $1.2M
$556K
|
Company
|
Value
|
Stage
|
|---|---|---|
|
Vertex Solutions Owner: Maya Reyes · 6 days |
$268K |
Hot |
|
Helix Dynamics Owner: Daniel Park · 24 days |
$214K |
Warm |
|
Bluefin Labs Owner: Aisha Williams · 52 days |
$184K |
Stuck |
|
Atlas Logistics
Owner: Jordan Chen · 11 days
|
$162K |
Hot |
You can't manage a pipeline you can't see. And you can't forecast deals you can't trust.
Forecast accuracy
Stalled deals caught and flagged
Win rate from focusing on right deals
Most founders are flying blind because their numbers live in five different tools and no one updates them weekly. The fix isn't more reports. It's one dashboard that's always current and tells you the truth in 30 seconds.
Tools to one screen
Daily check
Always current
Illustrative case study based on patterns we see across executive dashboard work.
A growing company with revenue across multiple channels. Financial data lives in QuickBooks. Sales data lives in HubSpot. Customer data lives in Shopify. Marketing spend lives in Google Ads and Meta. Operations data lives in five different spreadsheets.
When the founder asks "how are we doing this month?" she gets an answer three days later. By then it's already stale.
Tools holding business data
Days from question to answer
Single source of truth
A live executive overview the founder can check from her phone in under 30 seconds.
Total Cash on Hand
↓ 6.4%
Recent Activity
|
Type
|
Amount
|
Status
|
Method
|
|---|---|---|---|
|
Customer Receipts Wk of Apr 14 · 14 payments |
$48,720 USD |
Success |
Mixed Stripe + Wire |
|
Cloud + SaaS Spend Wk of Apr 14 |
-$8,940 USD |
Success |
ACH Auto-pay |
|
Customer Receipts Wk of Apr 7 · 11 payments |
$42,180 USD |
Success |
Mixed Stripe + Wire |
|
Payroll Wk of Mar 31 |
-$48,200 USD |
Success |
Gusto Auto-pay |
Total Cash on Hand
$872,420
vs. $752,140 last period
↓ 8.2%
Recent Activity
|
Type
|
Amount
|
Status
|
Method
|
|---|---|---|---|
|
Vertex Solutions Received · Apr 5 |
$5,000 USD |
Success |
Wire Transfer **** 3560 |
|
Cloud Hosting · Q2 Sent · Apr 2 |
-$2,540 USD |
Pending |
ACH Transfer **** 2265 |
|
Northstar Holdings Received · Mar 30 |
$12,800 USD |
Success |
Wire Transfer **** 3560 |
|
Payroll · April Sent · Mar 28 |
-$48,200 USD |
Success |
Gusto Auto-pay |
Total Cash on Hand
$872,420
$376,535
Recent Activity
|
Type
|
Amount
|
Status
|
Method
|
|---|---|---|---|
|
Customer Receipts April · 58 payments |
$$248,420 USD |
Success |
Mixed All channels |
|
Operating Expenses April |
-$96,640 USD |
Success |
Mixed Auto-pay + ACH |
|
Customer Receipts March · 54 payments |
$224,860 USD |
Success |
Mixed All channels |
|
Operating Expenses March |
-$92,180 USD |
Success |
Mixed Auto-pay + ACH |
The first time a founder sees a real cash forecast, it's almost always uncomfortable. The second time, it's a relief.
Forward-looking cash visibility
AR follow-up cycle
Cash surprises
